Import / Export Data

Uploading Contacts to Pipedrive
Hi, I am trying to upload contacts from an Excel spreadsheet into Pipedrive but I dont want it to create a deal at the same time. I only want new Person's created. Is that possible? I cant work it out.
Importación de Datos
Buena tarde, me podrían ayudar de que manera puedo subir mi historio de excel con las acciones y tratos incluidos sin tener desorden o duplicidad de datos. Gracias
Imported leads spreadsheet not found anywhere
Imported spreadsheet. Can't find leads in system. No skip files. I don't understand what happened
Using a VA for data input (failure?)
I hired a fiverr VA to input data directly into my 500 accounts. I have used him successfully in the past with Excel but I gave him temp password to skip that and go direct with data. He says he did this task but I am finding no new data in any account. Could there be a glitz using a VA from Pakistan? Is there a way to…
Hi Everyone, i want to know how to do a masive actualization of Deals, chainging the Funnels they ar
Avoid Duplicates with your unique key
To avoid duplicates. Give the possibility of importing databases on the basis of a unique key of our choice, not only on the basis of the company name or the contact name. Example, each company in Belgium has a unique 9-digit company number
Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked
Exporting/cleaning all prospects that are not active
Where is the Recurring Revenue data stored in Pipedrive?
Where is the Recurring Revenue data stored in Pipedrive?
Exporting Organizations or People based on last Update to the record
Is there a way to filter on organizations or people that were edited the prior month? We tried using the "update date" field but it includes updates to deals as well versus updates just to the organization or people record?
Can't import No First/Last name
Can you tell me why are first name and last name required? I just signed up and the first thing I want to do is to import my leads. I don't have first name and last name, I have a company name because I'm B2B. So it gives me an error... how can that happen? I don't have a clue who is on the other side of the phone! So is…
Unable to Export Deals
In list view for deals when I select the 3 dots in the upper right corner the only option is "Show on Map". There is no option to export. How do I fix this?
Pessoal, alguém já importou leads e eles não apareceram no funil?
Pessoal, sou novo aqui! tudo bem como vocês? Estou com uma dificuldade aparentemente simples: Meus leads não estão aparecendo no meu funil, apenas na base de contatos e sem algumas informações da planilha. Faço a importação certinha e aparece como concluída mas nenhum dos leads importados aparecem no meu funil :/ obs: Na…
Czy można cofnąć skasowanie całego lejka?
Dobry wieczór. Hmmm...poleciałem blondynką.Dodałem etap do lejka i chciałem skasować ten etap, niestety skasowałem cały lejek. Czy można cofnąć skasowanie całego lejka?
Do you qualify your leads before adding them to your pipeline or do you add them all?
I have observed that businesses usually do one of these three things: * Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up. * Use a data tracking software that syncs deals to Pipedrive. * Using a software to marketing qualify deals and getting deals added for MQLs. *…
Hi. Is there a way to import actual monthly revenue, and link it to won deals. (Not Recurring Revenu
Hi. Is there a way to import actual monthly revenue, and link it to won deals. (Not Recurring Revenue)
Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
Big data
Does anyone have large amounts of leads, deals or customers in PD? I have an external database with 230k leads, thinking of writing a tool to access the api as an excel import might take some time.
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…
How to manage a B2C business with Pipedrive?
How a B2C business must be manage in Pipedrive? We are just starting with Pipedrive and wondering how a B2C business information should be imported / handled. In our actual spread sheet, a person is a customer/home owner with its owns address, contact information, sales... Should a virtual organisation must be create for…
Automatically adding multiple contact persons into a deal?
Hi Pipedrive, Developers. I would like to know how it is possible to automatically add multiple contact persons into a deal. I usually work with Excel and then import the sheet. I know that one way is to add them manually to ‘Participants’, but with a huge amount of institutions to deal with, it is not optimal, so I would…
Hello, I have a question on uploading data. When we are uploading date that concern existing contact
Hello, I have a question on uploading data. When we are uploading date that concern existing contacts (persons) while choosing merge duplicates, we get Pipedrive to recognise that the contacts are the same and merge data for them, however we end up with two same email addresses (one under work and one under other). The…
Hi all, we are facing a problem when we upload contacts through CSV. Although we have a field in our
Hi all, we are facing a problem when we upload contacts through CSV. Although we have a field in our file called company that we match with the Pipedrive field Name (Organisation) and fill in the exact same name and choose merge, we still get a new organisation created with the upload which we then have to manually merge…
How can I unified every activity or task in by each deal?
How can I unified every activity or task in by each deal?
is it possible to import contacts without creating deals for each contact?
How can I export all the task individually per lead in order?
How can I export all the task individually per lead in order?
Migrating data within Pipedrive (two company accounts mishap)
Hi all, We have two companies VATA and Polarys We created our first account on Pipedrive for VATA and by mistake imported Polarys data in. Can we just change the name to Polarys and create a new account for VATA or should we go the longer path? Thanks, Hemi
Import contacts from excel
Hi all, I have trouble understanding the report after succesful merging, you can find next to reverse function under detail - there are three sections added, updated, merged I have imported some contacts which has - name, organisation, organisation address, email, custom field - all of these fields were in the pipedrive…
Tracking imported users
Hi I want to import some users, and I'd like to be able to track them by creating a filter for that import. Anyone got any ideas on how to do that? Thanks in advance, Claire

Import / Export Data

Discussion List