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.
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.
- Person type fields
- Organization type fields
- Deal type fields
- Activity type fields
- Note type fields
- Product type fields
- Lead type fields
Click on the icons to select the correct type of fields when 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.
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.
You can find more information on advanced mapping, such as mapping multiple option fields in this article.