How to Import and attach Products to Deals in Pipedrive

Published 30 April 2019

Description

Import products and link them to deals in Pipedrive, using Import2 Wizard. Use this process to ensure your deals and products are propertly linked so you can track your products being sold with each deal.

1. Connect your Pipedrive account

2. Upload your CSV file, including new product details and a column identifying which deal the products belong to

3. Map the fields, including the product, associated deal, quantity, price and more

4. Start the import and see the data populated in Pipedrive

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