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

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Move data directly between your business apps
Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. Learn more