Importing: sample import spreadsheets
If you need assistance in getting started with your Pipedrive data import, you may wish to begin with a template document to see how best to begin.
The spreadsheet attached to this article, Pipedrive sample data, provides excellent visual cues and important reference information to get you started using Pipedrive.
The columns in the sample spreadsheet are color-coded, and provide descriptions of the different fields, making the column headers easy to recognize in the mapping section of Pipedrive's importing function.
You can populate your own data into this spreadsheet, or use it to gain insight regarding where to map the different Pipedrive fields in your own spreadsheet's columns.
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