How To Import Data Into Pipedrive
- Prepare Your Data: Organize your data in a CSV or Excel file.
- Log Into Pipedrive: Access your Pipedrive account with your credentials.
- Navigate to Import: Go to the 'Settings' and find the 'Import Data' option.
- Select Your File: Choose the CSV or Excel file you prepared earlier.
- Map Your Fields: Match your file columns with Pipedrive fields.
- Review Data: Check for any errors or mismatches in the data.
- Start Import: Click the 'Import' button to begin the process.
- Check Import Status: Monitor the progress and confirm completion.
- Verify Imported Data: Review the imported data in Pipedrive for accuracy.
