How to Import Notes into Pipedrive and Link them to People

Published 06 December 2019

Description

Add your notes data into Pipedrive in bulk, and ensure they are linked to their related contacts, all in a single import.

1. Connect your Pipedrive account

2. Upload your CSV file with notes data

3. Map the fields, including the contact record they are associated with

4. See the notes appear on the contact record 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