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Import/Export data
Import/Export data

Discuss the best methods to Import and Export information

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Import from Pipedrive to Pipedrive with settings?

Good day, 

I have just finished importing from our production account to a sandbox. I forgot that your import does not copy all the settings like custom fields. Please add this functionality as an option to your import tool. 

Tomas Eroles Forner
Freelance Full-Stack developer - CRM & IT Consultant

Options for security

Hi all !

I have some questions for the community about security.

Are there options to prevent sabotage, from an unhappy employee, for example?

Is there any way to prevent massive data deletetion?

Ho do I implement permission? For example:... (More)

Export list of Main contact / Deal

Hi everyone. Sorry to bother, but I was unable to find an answer in the tutorials. I would like to know if it is possible to export a list of all the main contacts ("person") of each deal, including their... (More)

Transfer deals from one account to another

Hi there,

 

Is there a way I can transfer all my deals in one pipeline to another pipedrive account?

 

Thanks for your help