Product Update: New and Improved Data Import

Having reliable, up-to-date data is key to the success of any business. We’ve made a huge improvement to our data import functionality, allowing you to upload your data easily, determine exactly what is missing and replace or fix issues.

Here are three reasons to celebrate:

New, fail-safe user interface

Fix issues during import rather than after the fact by using our intuitive, user-friendly data importing interface. This can be done by using the standard Pipedrive data syntax, or you can map it manually during the process.

Full visibility into the import process

Manage every step of the data import, with clear visual information, deep labeling and mapping systems that ensure your data is imported exactly the way you want it. See how many records are created, merged or skipped while you have full access to your data import history for future reference.

Easy duplicate and error management

During import you can preset what happens to duplicate data. Would you like it merged or prefer to have separate entries created? Our system allows you to download an error file that clearly show erroneous entries, fix them and resubmit them to the system.

In addition, we cater to the error-prone by giving you a generous 48 hours to rollback any data upload, resetting your system to its previous state and letting you breathe easy. We also protect the integrity of the data with a queuing system that allows for one file at a time to be uploaded, meaning there is little chance of cross-contamination.

We know you’re going to love this new feature, and we are waiting to hear from you. We’ll be rolling this feature out to our existing customers over the next few weeks while all of our new customers will automatically have the new functionality. In the meantime, check out the great video our knowledge guru James Campbell produced to give you better insight into these new features, or you can read our comprehensive FAQ on the new functionality.

And if that’s not enough, we’ve created a sample spreadsheet that you can use to base all your future imports on. You can get that here.

Happy importing.

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Martin Henk

Co-Founder, Head of Product Management

  • Boaz Maurits

    Great addition Martin and a HUGE timesaver! Looking forward to the roll-out… I guess we are not on top of the list…. just checked, but still the old import…. 😉 patience is a good thing I guess…

    • Martin Henk

      Thanks! I’ve enabled it on your account now so you can go ahead and check it out 🙂

  • Hugo Lengelé

    Cool ! I ve been waiting for this functionality, can you enabled it on my account please ? 🙂

    • Andrus P

      Done. Enjoy, and let us know your thoughts.

  • Brookes Wall

    I love how it can pick up on duplicates. Is there any way for Pipedrive to search contacts and/or organizations for duplicates already in the system? We seem to have a lot of those from the original data that was imported into our system when we first started using it.

    • mike m

      We’d love to see this also for existing organisationa/people

  • mike m

    Looks great….can you enable our account pls ?

    • Andrus P

      Sure, can’t figure our your account by first name only though. Please add your company name here or email it to me andrus at pipedrive dot com

  • Kat

    Have you enabled the ability to import multiple phone numbers or emails for people?

  • Katie Klossner

    Is this new import automatically in our account (ODILO) or do we need to enable it manually?

  • Josh Szwarga

    The link for the sample spreadsheet seems to be broken. Can you provide one? Thanks Martin.

    • Martin Henk

      Hi Josh,
      Thanks for pointing this out. We’ve fixed the link now. Please try refreshing the page and download it.

  • Ewoud Bloemendal

    Some things I noticed when using the new import function:

    1) When I have two (custom) address type fields the subfields are all listed but have the same name.
    2) Importing to the subfields of an address did not work (I tried to import only localities). If that does not work than why show the subfields at all? (I could work around that easily by importing to the field itself, in my case the original values were empty. If that had not been the case I would have been in trouble.)

    • Martin Henk

      Hi Ewoud,
      Sorry to hear about the trouble and for letting us know. We’ll take a look at the custom address field subfields soon. We’ve hdden them away for the default org address, but custom ones must have slipped through. For now it’s best to keep using the main address field.

  • Carl Keusseyan

    Contact Job Title and Organization Address

    These 2 fields should be part of the core fields and the import functionality should recognize and import information into those 2 fields automatically. The prospect of going back an hand entering all the job Titles of our contacts is not practical.

    Your thoughts.

    • Martin Henk

      Hi Carl,

      Sorry for the trouble. You won’t have to update your records by hand though. It’s possible to export data out of Pipedrive along with the ID column, update the resulting spreadsheet and import it back in to update existing records with missing data. Here’s an article along with a simple video outlining this process

      Organization Address is a default field. We do our best to map as many fields automatically as we can, but it also depends on the header you have in your import file. I’m guessing it didn’t automatically recognize yours.

      We haven’t added a Title field to People because some of our customers sell directly to consumers and in this case Title isn’t needed. You can easily add all the fields you need with the Customize Fields feature.

  • Dave Wertzberger

    on import how do I assign leads to another user. cannot find the block edit function, but would rather just assign to another user–the system is assigning all leads to me user/administrator