Transferring Data to a Different Company Account

Transferring Your Data with Import2

The simplest method for moving data from one Pipedrive account to another is by utilising our third-party migration partner, Import2. Import2 specialises in handling data migrations and can streamline the transfer process efficiently.

Steps for Using Import2:

1. Reach out to Import2 support to initiate the migration.
2. Follow the steps provided by Import2 to securely transfer your data between Pipedrive accounts.

Importing and Exporting Your Data

Another method to move your data between Pipedrive accounts is through manual exporting and importing. This involves exporting the relevant data from your current Pipedrive account into a spreadsheet and then importing that spreadsheet into the new Pipedrive account.

Steps for Exporting Data:

1. Export Data: Go to the "..." (more) menu in Pipedrive and select "Export data."
2. Save Spreadsheet: Save the exported data as a spreadsheet file (XLS, XLSX, or CSV).

Steps for Importing Data:

1. Prepare Spreadsheet: Ensure the spreadsheet includes all mandatory fields required by Pipedrive. For details on mandatory fields, click here.
2. Import Data: Go to the new Pipedrive account and select "Import data" from the "..." (more) menu.
3. Map Fields: During the import process, map the columns from your spreadsheet to the corresponding fields in Pipedrive.
4. Complete Import: Follow the prompts to complete the import and verify the data is correctly transferred.

By following these steps, you can successfully transfer your data and continue working in your new Pipedrive company account without losing any valuable information.

This streamlined process ensures that all your data, including deals, contacts, organisations, and more, are efficiently moved to your new Pipedrive account, allowing you to maintain continuity in your sales process.