How to Import Deals into Pipedrive

Published 21 May 2019

Description

Add deals into Pipedrive from a CSV file using Import2. 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

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