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How to Import Data into Pipedrive from an Excel Spreadsheet
CRM
Import data to Pipedrive from Excel for efficient CRM management. Streamline workflows, save time, and maintain data accuracy.
1
Accessing the Import Data Feature
1
Log in to your Pipedrive account
2
Click on the "Import" option, usually found in the main navigation menu or a similar location
2
Choose the Data Source
1
If migrating from another CRM, consider using the partner Import2 for an automated transfer
2
For spreadsheet migration, select the "From Spreadsheet" option
3
Prepare Your Spreadsheet
1
Determine the type of data you're adding: leads, contact info, deals, products, etc.
2
Ensure your spreadsheet columns have clear names in the first row for easy matching during the import
4
Upload and Match Columns
1
Upload your spreadsheet file
2
Match spreadsheet columns to Pipedrive data fields
3
Some matches are done automatically, while others may require you to assist Pipedrive by clicking the exclamation mark
5
Adding Custom Fields
1
Add a custom field
If a column in your spreadsheet doesn't match Pipedrive's default fields, add a custom field to the relevant item (lead, contact, deal, etc.).
2
The custom field will appear during the import process
6
Review and Preview Data
1
Proceed to the preview page to review your data
2
Use Pipedrive's algorithm to merge data and avoid duplicates during the import process
7
Start the Import
1
If the preview looks accurate, click "Start Import" to add your data to Pipedrive
2
Your data will be added, and you're ready to proceed
8
Handling Skipped Rows
1
After the import, Pipedrive will generate a skip file
2
he skip file lists rows that encountered issues during import and explains the problem
3
Address errors in the skip file to ensure accurate data migration.
9
Completing the Import
.1 Correct the errors in the skip file and make necessary adjustments.
9.2 Import the corrected skip file into Pipedrive.
9.3 This ensures all data is accurately imported, leaving nothing behind.
1
Correct the errors in the skip file and make necessary adjustments
2
Import the corrected skip file into Pipedrive
3
This ensures all data is accurately imported, leaving nothing behind
10
Review Your Imported Data
1
Navigate to your Pipedrive account to review your imported data
2
Check your pipeline, contacts, activities, and notes to ensure everything is correctly linked.
Simplify your Pipedrive experience. Importing data from Excel enhances productivity and ensures your CRM stays up to date.
