How to import data to Pipedrive via CSV

In this video, I show you how to import data to Pipedrive via a CSV. I'll cover: 1) How to create contacts and organisations 2) how to import leads or deals 2) and how to update existing records with new information.

0:00 - Introduction
1:02 - Setting up your spreadsheet
5:17 - Mapping your columns to fields
11:26 - Creating deals or leads
19:02 - Updating existing contacts
23:20 - Outro

[fluffypanda]

Hey Paul!

Thank you so much for creating these videos. I'm a total newbie in Pipedrive and your videos are just clear and detailed down to the smallest feature there is. I like how you explained things and it really helps (and helped) me learn the ropes. Thanks a lot and please continue creating these kind of videos!

P.S. I hope the old ones have an updated version as well!

+1 subscriber here!

[apostolis_]

One of your most technical video so far!! Super analytical and the part "updating existing contacts" was spot on and really handy!! Thank you Paul and greetings from Greece!

[shanewilliams]

You've saved me so much time! You're greatly appreciate!! <3

[MatildeCardozo-mj]

Thanks a lotfor your video! Quick question for you: I'm trying to figure out how to import a bunch of contacts into Pipedrive. The thing is, I've got a list of around 1700 people, and many of them are from the same organization. But every time I try to import them, Pipedrive makes a separate prospect for each person. Any tips on how to import different people linked to the same prospect?

[sulmanahmad]

Informative 👍
I have a question,
when leads are importing(through IMPORT CSV ) is there any assign column to assign specific lead to a team member, kindly share the UI of that screen.

[AmazingIndia]

Hey Paul thank u so much for the videos. It gave me clarity on how to upload in CRM. I have a clarification. In my data I have separate comments section can that be uploaded as well and in which section does it show in pipedrive.

[elizabethgunn]

Hello! Thank you so much for your videos, they are incredibly helpful!! Question for you: do you know how many rows I can upload at one time off of an Excel spreadsheet?

[alisazuraida]

Wow, what a great video! Very detailed and easy to understand. By the way, I have a question. If I want to import data to pipedrive, but there are some duplicates with the old data, is it possible to keep the old data on Pipedrive and the new data will not be added to Pipedrive? If it's possible, how can I do that?

Thanks for making this video, very helpful!

[michaelhyatt]

It looks like the Label field has moved since you recorded this, correct? At about 2:52, your screen shows the label next to the person's name, but as I'm writing this, I'm seeing it in the Summary section of the contact record.

[gavinwood]

Great video thanks, Ihave successfully contacts. Is there a way so specify which pipeline the deals go in to through the import process. I cant use stage as my 2 pipelines have the same stage names and it defaults to the first pipeline only.

[AnaMariaRivera-mm]

Hi Paul! Thank you very much for this info. Quick question: I can import the information even though I don't have all the info? Ex: I have a Name and email, but not a phone number.

[TrondHus]

Just a little note. I've been trying to import leads (person, organization - then leads) with activities into PipeDrive. If you do that in one go, the activity will not be registered to the current lead. When you view the list of leads, it will say "no activity".

What you do is:
First import person, organization, leads. Then you import activity with the lead title. Then the activity will be correct

[AlexPopescu-IT]

hi, i have a problem with pipedrive import, i'm trying to upload a database (sheets) but there are some empty fields on some of the columns and pipedrive doesnt load them. is there a way to make it? Thank you

[paulkalra]

Paul, I deal with husband and wife couples who are near retirement. If I were to treat husband and wife as an "Organization", how can I include their separate phone numbers and emails in the Deal? I have this information in an Excel spreadsheet.

[hazengo]

I imported my spreadsheet. One of the columns was Deal Title. So I have all these DEALS. But NOTHING in contacts. I assumed the Name, Address, Phone, etc that I mapped to person and org would show up in contacts. But it is blank. Also I'm a bit confused with the contacts, leads, deals. I have a list of properties and most were skip traced that may or may not be 100% accurate. So I import from Excel. Do they become contacts? Am I supposed to make cold calls to my contacts and then if they are valid, turn them into leads. Then if leads are interested in possibly selling, turn them into deals? Or do I look at the contacts to see which ones I'm interested in, turn them into leads and then cold call the leads. Then turn leads that are interested in selling into deals?

[SamHartmannCom]

How do add multiple labels per contact/organization during CSV import?

[derickharris]

Hi, Im having a hard time mapping. For my data all I have is Company name, address and phone number. That is all I need, because I am calling for ATM placements and merchant services. So I only have 3 columns of data. Pipe drive is categorizing to the wrong fields. I essentially don't have a contact person, because I am just cold calling the businesses. All I have is organization info (address, name, phone number). I am trying to import leads by the way. which if they qualify will be pulled into my pipeline.

Should I create a generic person?

[robmaher]

Can you connect products to a deal on import?

[cesarsitchon]

How can I import the leads generated from my LinkedIn Sales Navigator?

[DEGICOLLC]

can you add the code in the comment please?