Adding deals in bulk

Jenny Takahara, June 9, 2021

Note: This action is only available to Admin Users.

If you already have Contacts or Organizations in your company Pipedrive account and wish to add deals for them in bulk, we suggest utilizing the Pipedrive System ID function when importing a spreadsheet.

To acquire a spreadsheet containing the necessary Person or Organization IDs, we suggest going to the List View and using the gear icon to make the appropriate Pipedrive System ID field visible. Once that field is visible, export the filter results to a spreadsheet, provide the necessary deal information, and import that spreadsheet back into your Pipedrive account.

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