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Tips on optimizing your spreadsheet for importing data

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Importing your spreadsheets can be very simple or a little complicated depending on the scope of your import. Whatever the scope is, these tips and details will be helpful when planning your import.


Advanced importing

 

Formatting dates 

When importing data into a Date field in Pipedrive, there are a few things to take into consideration as far as how your information is formatted:

  • What format you're documenting your days, months, and years in the cell (7/04/2014 for example)
  • How the column in your spreadsheet is formatted (date, or plain text)

 

The image below shows you an import that was done using 5 different formatting techniques, and how they showed up in Pipedrive. Study the image to see how your dates will turn out: 


  

Avoiding formulas

Many times your spreadsheet of data will contain formulas and calculations. It is highly recommended to use a fresh spreadsheet without any formulas for importing data. If you have a spreadsheet that uses formulas or data linking to generate your outputted data, just copy all of your data on your spreadsheet and paste into a new sheet without the formulas (Edit, Paste Special, Values only).

Tip - (CMD + A or Ctrl + A to select all contents in your spreadsheet, and CMD + C or Ctrl + C to copy all all contents in your spreadsheet. After that, you can paste the content into a new spreadsheet, making sure to past the values only)