When managing deals in Pipedrive, adding followers or participants in bulk can save time compared to adding them manually. Both followers and participants can be imported through spreadsheets.
Importing Followers
You can add followers to contact people, organisations, deals, and products in bulk via spreadsheet import, which helps avoid the manual process. First, filter for item title or name and their Pipedrive System IDs to prevent duplicate entries during import. Learn more about using the Pipedrive System ID feature here.
If you're adding new items to Pipedrive, there's no need to use the Pipedrive System ID. Simply add followers to your spreadsheet and follow the import directions below.
Prepare Your Spreadsheet:
- Include columns for deal title, deal ID, person name, and person ID to add followers to these people and deals in bulk.
- Export this list to a spreadsheet.
- Add a column for followers. To add multiple followers, separate them with commas (",").
Example:
Import Your Spreadsheet:
- Map your columns to the “Followers” option in Pipedrive data fields.
- Click the pencil icon to map your followers, ensuring you select the correct user to be added as a follower of the item.
Post-Import:
- After running the import, followers will be visible in the item's detail view.
You can import followers but cannot export them.
Importing Participants
Participants can only be imported by updating existing deals in your Pipedrive account. To import participants:
Prepare Your Spreadsheet:
- Export a file with the deal Pipedrive System ID for deals you wish to update.
- Add participant information before reimporting the spreadsheet.
- Create individual rows for each participant.
Example:
If the participant already exists in Pipedrive as a person contact, include their person ID to avoid duplicates.
Import Your Spreadsheet:
- Map the Pipedrive System ID field for your deal.
- Map the participant columns to the contact name fields in Pipedrive.
- If contacts already exist in Pipedrive, map the person System ID as well.
Importing participants in bulk will override the deal's existing contact person with one of the imported participants. To retain the original contact person, manually update the contact person or import an additional spreadsheet with deal ID, person name, and person ID to bulk update deals with the correct contacts.
Post-Import:
- Participants will appear in the deal detail view.
Participants can only be added in bulk when updating a deal, not when importing new deals.
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