Export to CRM – Import CRM Data from Excel | Pipedrive


To actually start using
Pipedrive and closing deals, you’ll need some data
in it, obviously. And no worries– you don’t have
to add it manually one by one. In case your data is in a
CSV or an Excel spreadsheet, we’ve got you covered. Over here in the
settings, you can navigate to our
import data feature and select from a spreadsheet. Via the import, you
can add various items to Pipedrive, such as
deals and contacts, and you can directly link
activities and notes to them during the import. Products can also be imported. Before the import,
be sure to give the columns in your
spreadsheet clear names in the first row, so
it’s easy to match them during the import. After uploading
your spreadsheet, you need to match the
columns in your file to the data fields in Pipedrive. Some are done
automatically, and some you need to click on
the exclamation mark to help Pipedrive understand
a little further how to import your data. But now, let’s say we have
a column in our spreadsheet that doesn’t match with any
of Pipedrive’s default fields. Don’t worry– you can add
custom fields to your contacts or deals right here. And then when you
return to your import, your custom field will
be available to map to your spreadsheet. For more tips on how to optimize
your spreadsheet for an import, check out our
article in the link. So now let’s hit Next to
check out the preview. When selecting merge
data, Pipedrive works with an algorithm to avoid
duplicates during the import. All looking good? Then let’s go ahead
and hit Start import to add our data to Pipedrive. But there’s just one last
thing you should know. Pipedrive will provide
you with a file called skip file after every import. Skip files summarize any
rows in your spreadsheet that may have had a
problem while importing, and they’ll even
tell you exactly why there was a problem. So in this case, these
rows were skipped because I didn’t specify
any name for these contacts, and the name as
a mandatory field in order to create a contact
person in the first place. So now, all we have to
do is correct any errors in this same skip
file and then import the same skip file
into Pipedrive, thus completing our import. This means you
won’t miss any data, and nothing falls
through the cracks. If you’re migrating
data from another CRM, then you’d also have the option
to import from another software and use our partner
import to transfer your data into Pipedrive. And voila– either via
spreadsheet or import to here are my deals in the Pipedrive,
and my contacts, activities, and notes are perfectly
linked to them. Your data is now ready for you
to start closing those deals.

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