Note: Admin rights are required to perform certain actions listed in this article. Click here to learn more.
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.
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:
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)