How To Do Mappings for Pipedrive Notes

Published 09 October 2018

Description

Ensure you are correctly mapping your notes details into Pipedrive during CSV import. Add notes data, such as owner, timestamps, and links to their related people, organizations and/or deals, all in a single import.

1. Connect your Pipedrive account and upload your CSV file with notes data

2. Map the lookup fields, matching to existing people, organization and deal records you wish to link to

3. Map the timestamp fields, so your notes will appear in chronological order on your timelines

4. Map any additional fields you wish, like the body, whether the notes should be pinned, and more

One Data Backup Solution for all your business apps
Set up your own data backup process to ensure that your data is always there for that moment when you need it most. Learn more
Pull Data Reports from multiple business apps
Consolidate all your business data in one place and have swift analysis based on your business metrics. Learn more
Import your data into any business App
Take your data from CSV file to upload into your apps. Or, opt to take data directly from one app and copy it into another. Learn more