Note: This action is only available to Admin Users.
The ID feature
Bulk-editing with a spreadsheet import
The ID feature
The ID feature allows you to push mass-updates to your currently existing Pipedrive records (Deals, People, Organizations) with a spreadsheet import.
Let’s say for instance we wanted to add an additional custom field to our People such as a field that documents their job title? Or say we want to give our Organizations new addresses? Or how about we even want to change the values of our deals?
We could use the bulk editing and filtering abilities of our list views to edit data in large chunks, but what if you already have all the data you need in a spreadsheet, and you just need to get it into Pipedrive without creating duplicates?
Well this is where the ID function comes into play. Every record gets a unique ID assigned to it by Pipedrive when it is created. People, Organizations, and Deals all have their own unique IDs. These can be found in the URL of the detail pages, or you can make it visible in your list views.
To update information in bulk, we can download a list of our currently existing data — which includes the ID fields — make the necessary changes in our spreadsheet, and then upload that spreadsheet to Pipedrive using the ID field to easily map the new data to our records.
Which IDs & fields should I use?
Simply use the ID and the fields you want to update.
- Deals: Include the Deal ID plus any other fields you'd like to update.
- People: Include the Person ID plus any other fields you'd like to update.
- Organizations: Include the Organization ID plus any other fields you'd like to update.
Where do I get the ID?
These ID numbers can be found in the URL of your record, or in the list views.
Note: You can get Deal, People, and Organization IDs all inside of the List View of the Deals tab. However, if you have Contacts with no deal history, they won't show up in the List View of the Deals tab. You will then have to use the Contact list view to get those IDs.
Next, make sure that you configure the columns in your list view to include the IDs of our People, Organizations, and Deals if necessary.
Using the ID to update fields
Once your list is configured to display those fields, you can narrow down your results by a filter if necessary. Once you’re all set, just export the list here.
From here you can make whatever changes you want in the spreadsheet itself. We could even change the names and contact information for our People, and because we’re using the ID number, Pipedrive will force the update to go through to that specific record, even if the names don’t match.
Once you've made all the edits to your exported list, just upload the spreadsheet to Pipedrive, and map the appropriate IDs to their columns.
Once you're done mapping, continue with the usual import steps and the ID feature will correctly update your Pipedrive database, as intended.
Note: If you receive an error when attempting to import a spreadsheet, the issue may stem from your spreadsheet: while there is no maximum limit on the number of columns in the spreadsheet, the maximum file size is limited to 50mb, with a maximum limit of 50,000 rows within the spreadsheet.