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Knowledge Base

Importing: Mapping your fields

In order for you to import your data to Pipedrive correctly, you will need to map your spreadsheet columns to fields in Pipedrive. This way you can make sure that your contact people, organizations, deals, activities, notes, products, or leads are all imported correctly with their relevant data.

 


Item Icons

In order to import your data to Pipedrive correctly, you will need to map each field with the relevant icons for your items to import. Each item type is represented by an item icon when importing.

For example, all of your people-related fields have to be mapped to fields under the 'person' item icon in order for them to show up properly linked to your people contacts.

Screenshot_2020-09-16_at_11.36.29.png

  • Person type fields

    Screenshot_2020-09-18_at_10.41.18.png

  • Organization type fields

    Screenshot_2020-09-18_at_10.42.36.png

  • Deal type fields

    Screenshot_2020-09-18_at_10.43.52.png

  • Activity type fields

    Screenshot_2020-09-18_at_10.48.35.png

  • Note type fields

    Screenshot_2020-09-18_at_10.49.26.png

  • Product type fields

    Screenshot_2020-09-18_at_10.50.18.png

  • Lead type fields

    Screenshot_2020-09-18_at_10.51.03.png


Click on the icons to select the correct type of fields when mapping.

Screen_Capture_on_2020-09-16_at_14-30-19.gif

 


Mapping your fields

Note: Not all of your fields will be mapped automatically, so will need to map some fields manually. It is always recommended to double-check your mapping before moving to the next step to prevent any incorrect mapping. 


Once you have your spreadsheet set up and imported, you can then begin mapping your fields. Below you can see a sample from a spreadsheet.

Screenshot_2020-09-16_at_14.58.31.png

When mapping, select the icon of the field type you wish to map. Then click and drag that field to the left-hand side of the page, and match it to your Spreadsheet columns. You will see the data from the first row of your import, so you can check that spreadsheet is read correctly by Pipedrive.

Screen_Capture_on_2020-09-16_at_15-19-42__1_.gif

You can find more information on advanced mapping, such as mapping multiple option fields in this article.

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