Import / Export Data

Import Data
I'm trying to upload an Excel file, but I'm getting the following message for a skip reason. (Person) Unknown method. Does anyone have any ideas on what would cause this error? JD
Import / Migrate from unsupported other CRM (Daylite)
Hello, we are considering migrating from Marketcircle Daylite to Pipedrive. However, Daylite seems to be only rarely used and no migration services support this software. As I am/we are proficient in IT/Data topics, our plan would be to do the migration just in-house. Daylite provides full CSV exports for all data objects…
K12
Are there any organizations here that are in the K12 Vertical space? I would love to see how you are working around uploading District/Schools and how you map them.
Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
Importando do Excel
Estou usando o Excel para fazer os cálculos que o Pipedrive infelizmente ainda não faz. Mas mesmo exportando os dados do Pipedrive e depois importando tenho que manualmente identificar os campos Deal - ID bem como o Deal - Title. Alguém sabe como me ajudar? Muito obrigado
Importando do Excel
Estou usando o Excel para fazer os cálculos que o Pipedrive infelizmente ainda não faz. Mas mesmo exportando os dados do Pipedrive e depois importando tenho que manualmente identificar os campos Deal - ID bem como o Deal - Title. Alguém sabe como me ajudar? Muito obrigado
Sync or export leads to e.g. Mailchimp
Hi, I like the new leads feature a lot. However, I am missing a feature that's essential for us: We sync/export our pipedrive with our E-Mail marketing tool mailchimp, using the native pipdedrive - mailchimp integration (export). While this works seemlessly with Deals, I unfortunately didn't find any option to also export…
Export files from Pipedrive
Hello Pipedrive Community, I'm working on a migration for a client and I'm looking for a way to export files from Pipedrive, even via API it will be great. Thanks a lot FX
Problems importing Deals from Excel
The problem is that Pipedrive does not recognize the comma sign as a decimal point consistently. In some cases, it works in others it does not. I also reversed the formatting and put in place the dot in the decimal place. The inconsistency remains. When I import the number 0.943 the Pipedrive assumes 943.
New: Exporting Reports from Insights is live for all plans! 📊 ➡️ 📋
It's finally here: you can now export your reports from the Insights list view to CSV and XLS format. Available on all plans. See how here: Exporting data from Insights. 🧑‍🏫 Learn all about Insights from our Knowledge Base tutorials and our Academy video courses. 🌟 Follow What’s New and don’t miss any new releases. 🔮…
is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
姓名を日本表示にできますか？
初めての投稿となります。本日よりpipedriveを使用し、HubSpotのデータをインポートしました。 pipedriveの表示が、海外仕様で名姓表示になっていますが、これを姓名の順に日本表示することは可能でしょうか？
How do I delete all imports to start fresh?
How do I delete all imports to start fresh?
Post importing data, I don't see my data in leads.
Post importing data, I don't see my data in leads.
Exporting Deal Data
Is there the ability to export all detail view data within a deal? When I export a deal I want to include the organization fields and it looks like that data isn't exporting.
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organiz
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organization address to detect duplicates. This is a challenge and I would like to ask that PD expand the duplication feature by also allowing for org names + domain name to used to detect duplicated. We have names of prospects,…
Filter task A is done, task B not done (ever)
Does anyone know how to exclude a particular task type from filter results? For example, how would I export all deals that have had a phone call, but not an email? The following seems logical to me, but fails to exclude deals that have had an email...
파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do each week that happen every week on the same date/time but don't necessarily tie into any particular deal. Thank you!
Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
LinkPort major update
Hey guys, Here’s an exciting update for LinkPort! All Pipedrive users can now start importing contacts from the Sales navigator as well apart from regular LinkedIn. You can also create your own Pipedrive custom fields for LinkedIn contacts and start importing in a jiffy! Haven’t you downloaded it yet? Go ahead and get the…
Exporting WON deals from Insights to Excel
Update: Exporting Reports from Insights is live for all plans! I used to be able to export WON deals to Excel from the "Progress" tab. Now "Progress" has been replaced by "Insights", I do not see an option to export reports to Excel from "Insights". How can I export WON deals to Excel from "Insights"?
Free Tool Alert !!
Are you someone who hunts for leads on LinkedIn all day? If you’re one, trust me, I know how mundane it can get to copy-paste LinkedIn contacts to Pipedrive day in and out. I have a crazy, free solution for you!! LinkPort - a completely free Chrome Extension that lets you import LinkedIn contacts into Pipedrive in a click.…
Importing NEW products
Products is great. When we first set it up we imported a spreadsheet with products and boom, magic Product ID etc. NOW when we try to import a sheet of new products, nothing we do can make it work. it skips them. we have tried: * importing with the full downloaded list from pipedrive* with and without premade product IDs *…
Import Contact/Leads for Salespeople-without Following
How do I import sales leads for various salespeople/owners without following them myself? Each time I download numbers of leads, I have to UNFOLLOW all of them which is tedious.
CSV Dateien Einpflegen und in eine spezielle Pipeline einfügen.
Hallo, ich brauche mal eine Hilfe. 1. Wie Pflege ich eine CSV Datei mit beispielsweise 100 Kontakten vernünftig und 2. Wie kann ich diesen Import dann in eine neue dafür angelegte Pipeline eintragen? Vielen Dank für die Hilfe Kosta
Recommendation for managing leads
I have a list of leads that have information already associated with them. I create custom fields for this information because it helps me tailor my prospecting message. However, I can only access this information from the deals. My workaround is to create a lead segment in deals and add my leads there. This is unfortunate…
'Import from a spreadsheet' option is not showing up
I am trying to import a spreadsheet full of leads onto Pipedrive. I've done it before, but this time, I couldn't find where I can do it. I read the relevant Help Center article, but when I go to "Tools and apps" page as prompted, the "Caller" page appears and not the "Import Data" page. Haelp!

Import / Export Data

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