When importing data from spreadsheets into Pipedrive, it's crucial to format all monetary values correctly. This applies to both default fields, such as deal value, and any custom fields that involve currencies. Here's what you need to ensure:
Correct Formatting of Monetary Values
-
Avoid Currency Symbols:
- Ensure all numbers are formatted as plain numbers without any currency symbols.
- For example, use
1000000
instead of$1000000
.
-
Use Numerical Values Only:
- Make sure your spreadsheet's monetary fields contain only numerical values. Including symbols like
$
,€
, or£
will cause the Pipedrive import system to misinterpret these values, resulting in them being displayed as0
.
- Make sure your spreadsheet's monetary fields contain only numerical values. Including symbols like
Steps to Correct the Issue
If you've already imported data and are seeing this issue, follow these steps to correct it:
-
Revert Your Import:
- First, revert your previous import to remove the incorrect data.
-
Modify Your Spreadsheet:
- Remove any currency symbols from your spreadsheet.
- Ensure all values are formatted as plain numbers.
-
Reimport the Data:
- Import the cleaned spreadsheet back into Pipedrive.
By following these steps, your monetary values should be correctly recognised and imported into Pipedrive without being reset to 0
.
For more detailed information on importing data into Pipedrive, including common errors and troubleshooting tips, you can refer to our comprehensive guides on importing and mapping data.
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