When importing data to Pipedrive from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. This article takes you through which fields are mandatory for importing. If you would like more general information on how to import data to Pipedrive you can read this article.
Every lead in Pipedrive needs to have either a contact person or organization linked to it. To import a lead, you will need the Lead Title and one of the following in your spreadsheet:
When mapping your import, you will have to map your spreadsheet columns to the Pipedrive data fields. Once the import is complete, your leads will be automatically linked to your contacts.
What other fields can I include with my leads import?
You can also import a note or owner along with your leads.
Similar to leads, every deal in Pipedrive needs to have either a contact person or organization linked to it. To Import a deal, you will need one of the following in your spreadsheet:
We recommend including the Deal Title field, but it is not mandatory. If you do not include a deal title, the deal will automatically take the name of the contact that it is imported with.
What other fields can I include with my deals import?
You can also include the following deal fields:
If you are importing a historic deal, or a deal that has already been closed, you can use the following fields:
When importing people or organizations, only the name is mandatory for a successful contact creation. However, it is recommended to add more fields to better identify your contact and avoid duplications from being created. Learn more about how Pipedrive detects duplicates during importing in this article.
For people, add the following to prevent duplicates from being created:
For organizations, include the following to prevent duplicates from being created:
Organizations and people can be created separately, but we recommend importing them together to automatically link them.
To import a product, you will just need the product name in your spreadsheet.
What other fields can I include with my products import?
You can also include other product fields such as price, currency, description, and any custom fields.
Notes can be added under deals, people, organizations, activities, and leads, and cannot exist by themselves. When importing a note, you have to also include information of one of the following (and their mandatory fields):
What are other note fields can I include?
You can add the following fields for notes:
The activity subject is the only mandatory field for importing activities, but it is recommended to include other information such as the due date, type, assigned to user, as well as any linked deals, leads, or contacts.
What other activity fields can I include with my activities import?
You can also include fields such as activity due date, type, and assigned to user with your activities. If your activity has already been completed, you can include the following historical fields: