Adding deals in bulk
There are two methods to add deals in bulk to Pipedrive and both are through importing.
If you don't have contact people or organizations added to your company account:
Import them with a spreadsheet, adding all details as possible such as contact person or organization, deal value, follow-up activities, etc.
You can find our sample import spreadsheets on this page.
If you already have contact people or organizations added to your company 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, go to the list view and use 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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