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Topic: Pipedrive Import

On this page you can ask questions and find answers to all questions related to the Pipedrive import.

61 Questions In This Topic

Will I get charged if I'm importing to a free-trial version Pipedrive?

Does Import2 migrate notes from Salesforce to Pipedrive?

Company names weren't included when migrating leads from Zoho CRM to Pipedrive. Why?

How do I get a Pipedrive CRM API Key?

What objects are supported when migrating from Zoho CRM to Pipedrive?

How can I filter Deals in Pipedrive?

"attachment is too large"- how to resolve this data validation error?

Does Import2 migrate tags from Highrise to Pipedrive?

Why didn't the phone numbers come over for organizations?

"No stages found in the default pipeline. Cannot add a deal." - How to solve this validation error?

Can you export tags from Capule CRM to Pipedrive?

Why didn't the email come over for the organization?

Is it possible to connect to two pipedrive accounts simultaneously, on the same broswer?

Why do I get this message when importing data from Salesforce: "Couldnt access your Salesforce due to: User must have System Administrator profile" when my User is the System Admin?

Where will the contact notes migrate from Act! to Pipedrive?

"Name must be given." - How to fix this data validation error?

Can you migrate comments on notes from Highrise to Pipedrive in the same format?

"Note could not be saved. Check your request" - How to fix this error?

What happens to Open and Closed Opportunities when migrating from Salesforce to Pipedrive?

What objects are supported when migrating from Highrise to Pipedrive?

Can you migrate notes and activities from Highrise to Pipedrive?

"Can't convert custom attribute 'ABC' with type 'string' and value 'June 11, 2014' to date. Reason: value type is not a date" - how to fix this validation error?

I migrated some data from Maximizer into Pipedrive. Now I want to import another set of data but I get only: "You already have an ongoing data migration request". How can I fix it and import another set?

When importing from one Pipedrive account to another do the stage steps need to already exist? Do the custom fields need to exist as well?

What data do you import from Batchbook to Pipedrive ?

What should I know before starting import into Pipedrive?

"Related Google services cannot be accessed properly to fulfill this request. Please check your Google settings on Pipedrive, and reconnect with Google if needed." - How to fix this validation error?

"Custom attribute 'Type' doesn't have matching value for 'xxxx'" - how to fix this validation error?

"Unknown Google Drive error." - How to fix this data validation error?

i'm migrating data from highrise to pipedrive, if i'm on the customisation package, is it possible to get the customisation expert to i) map tags in highrise over to pipedrive as custom fields and ii) find a way to map comments from Highrise into...

Can we import all notes from deals and contacts from Hubspot to Pipedrive? Where will these be attributed, in the deal or the contact, or both?

How can I stop my 'import from file' changing the Owner to me straight after it has changed it to the person I have identified in my import?

We are willing to pay for the customisation package but we must have BOTH our notes and comments migrated from highrise to pipedrive. I understand pipedrive does not have the comment function. Is it possible to map comments over to part of the sam...

how to filter deals based on pipeline ?

I did an import from Insightly to Pipedrive and now I can see by contact however the Leads cannot be seen, although it says 23 leads imported.

Hi there. I would like to migrate from Salesforce to Pipedrive. I tried your free sample migration and it worked 80%. The remaining 20% are custom fields, typically listbox custom fields. How can I keep those fields in Organisations (Account in Sa...

Hello, I managed to import Salesforce PipeDrive, but I have some concerns or questions: I can not posted the function (positions held) by the contacts of my clients. I have not in PipeDrive events and past and future stains. Thank you for your ...

Why do I get an Error when trying to test import from Capsule CRM to Pipedrive? URL, username and API are correct?

What happens to SUGAR CRM leads when imported into PIPEDRIVE (where we only have contact / organisation / Opportunity) ?

I am looking to import data into Pipedrive from a Salesforce data export, rather than from the CRM directly. Is this possible to do through import2?

Hi, we want to import a 2011 ACT! database into Pipedrive. Importantly, we want to ensure all client correspondence notes and emails get imported into Pipedrive. How is this possible to achieve?

How can I use the user defined fields I exported from Maximizer to pipedrive? Can I get them to show up in Custom fields?

I have custom fields (user defined fields) in Maximizer 9. Are you able to export these to Pipedrive so I can filter my contacts based on these fields?

When importing to Pipedrive from Zoho is it possible to also import the "Activity Owner"? If we have the same "User" in Pipedrive as "Acitivity Owner" in Zoho?

I recently imported data from onepagecrm into pipedrive, I have lots of missing data, phone numbers, address, notes etc. not sure i did it right ? can someone help me import my data ?

What pipeline will highrise deals be imported into in pipedrive? Or will new pipelines be created based on deal categories?

I imported my contacts from Salesforce to pipedrive. The contacts and tasks were imported but none of the notes came though. How do I import the notes?

Can I filter my Nimble import by tag? I'd like to import Nimble contacts to Pipedrive based on the tag in Nimble.

Can we import notes and emails from infusionsoft to pipedrive?

We've added 2 users to pipedrive. Is it possible to have owner field empty if no match is found?

Your Import #84348 Status. This is in progress from one Pipedrive account to another. Will data be duplicated in both accounts?

I am wanting to import into Pipedrive from a non-cloud based old version of ACT! - is this possible? There is a lot of history for each contact I am wanting to retain.

How do I import google contacts to pipedrive?

how to delete an import from pipedrive

How do I revert my import from Infusionsoft into Pipedrive?

"Google Drive quota exceeded." - How can i fix this data validation error?

Why is there a Follower on every record in my new Pipedrive account after the migration completed?

CapsuleCRM to PipeDrive. Are Capsule "Tags" migrated? Do we need to put a custom field in PipeDrive first? Do we need to create "Pipelines" in Pipedrive to match the "Tracks" in Capsule?

Is there any way that address details from Sage ACT! can be easily imported into Pipedrive. I have had a trial import and all the address details are not in there, as well as other details that really do need to be.

how long does take the importing/migration from an Pipedrive's account to another one'?

Is it possible to import from an existing Pipedrive account into a different one all the settings (customized fields, notes, pipelines etc...) of the exporting one?