Importing to Pipedrive: Mapping Fields

To ensure your data is imported correctly into Pipedrive, you need to map the columns from your spreadsheet to the corresponding fields in Pipedrive. This step ensures that your contacts, organisations, deals, activities, notes, products, or leads are properly linked with the relevant data.

Item Icons

Each type of item in Pipedrive is represented by an icon during the import process. You need to map your data fields to these icons to ensure proper linkage.

• Person Type Fields 

• Organisation Type Fields 

• Deal Type Fields 

• Activity Type Fields 

• Note Type Fields 

• Product Type Fields 

• Lead Type Fields 

To select the correct field type when mapping, click on the icons representing each item type.

Mapping Your Fields

1. Set Up Your Spreadsheet: Ensure your spreadsheet is correctly formatted and imported.

   

2. Begin Mapping: Select the icon of the field type you wish to map, then drag that field to the left-hand side of the page to match it with your spreadsheet columns.

3. Check Data Accuracy: You will see data from the first row of your import, allowing you to verify that the spreadsheet is read correctly by Pipedrive.

For example, if you have a spreadsheet with columns for person names, email addresses, and phone numbers, you would drag the "Person" icon to map those columns accordingly.

Additional Resources: For more detailed information on advanced mapping, such as mapping multiple option fields, refer to this article.

By following these steps, you can ensure a smooth and accurate data import into Pipedrive, maintaining the integrity and organisation of your sales data.