How to Import Deals into Pipedrive

Published 21 May 2019

Description

Add deals into Pipedrive from a CSV file using Import2 Wizard. Link the deals to their associated people and organizations, with no complicated steps or lookup formulas.

1. Connect your Pipedrive account

2. Upload your CSV file of deal data, being sure to include columns for the associated people and/or organizations

3. Complete the field mappings for the deal details you wish to import

4. Start the import and see the deals 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
Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more