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Importing followers and participants

JT
Jenny Takahara, August 30, 2021

When working with deals, you may want to add followers or participants in bulk to save you the time it takes to add them manually. Both participants and followers can be added to your account by importing spreadsheets.


Importing followers

You can add followers to your contact people, organizations, deals, and products in bulk by importing spreadsheets, allowing you to save time rather than adding them manually. First, you will need to filter for item title, or name, and their Pipedrive System IDs, so that duplicates won't be formed when importing. Learn more about how to use the Pipedrive System ID feature in this article.

Note: If you are adding new items to Pipedrive rather than updating existing ones, you will not need to use the Pipedrive System ID. You can just add followers to your spreadsheet and follow the directions below to import.

In this example, deal title, deal ID, person name, and person ID are being added to the list view. This will allow for followers to be added to these people and deals in bulk.

deal and person system IDs

You can then export the list to a spreadsheet. When updating your spreadsheet, add a column for your Followers. If you would like to add more than one you can add them to the same cell separated with commas ",". Here is an example of how your spreadsheet would look.

import followers spreadsheet

When importing your spreadsheet, can map your columns to the Followers option of your Pipedrive data fields.

followers mapping

Click on the pencil icon in order to map your followers, making sure that you select the correct user in your account that should be added as a follower of the item.

followers mapping

After running your import, the followers should be visible in the item's detail view.

followers detail page
Note: You can import followers, but you are not able to export followers.

Importing participants

Importing participants can only be done by updating existing deals in your account. To import participants, you will first have to export a file with the deal Pipedrive system ID's for any deals you wish to update and add the participant information before reimporting the spreadsheet. You can read this article for more information on how to use the Pipedrive system ID to update items.

When creating your spreadsheet, you will need to add individual rows for each of the participants you wish to add.

Note: If the participant already exists in Pipedrive as a person contact, you will need to also export the Person ID to your spreadsheet so duplicates won't be formed when importing.

Here is an example of how the spreadsheet would look.

Screenshot_2020-07-15_at_16.30.20.png

When mapping the import, make sure to map the Pipedrive System ID field for your deal. The participant columns in your spreadsheet will be mapped to the contact name fields in Pipedrive.

Note: If the contacts already exist in Pipedrive, the Person System ID will also need to be mapped.
Deal_ID.png
Note: Importing participants in bulk from a spreadsheet will override the deal's existing contact person with one of the imported participants. To keep the original contact person, you will need to manually update the contact person or import an additional spreadsheet with Deal ID, Person name, and Person ID to bulk update your deals to contain the correct contacts.

In the detail view after you have run the import, your participants will appear in the deal detail view. Although Harry Potter was not in the spreadsheet, as he was the deals original contact person he will still be a deal participant after the import is complete.

Screenshot_2020-07-15_at_16.34.08.png
Note: Participants can only be added in bulk when updating a deal. They can not be added if you are importing new deals.
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