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Import data from Pipedrive CRM Follow

If you are migrating from another CRM to Salesmate. We have eased this transition by providing you with an easy, click-to-go Import feature.

It allows you to import data from another CRM directly.

Not just contacts or companies, we allow you to import your Deals, Activities, and Notes too. Making it a quick migration for your Sales teams to get accustomed to a new system.

 

Supported CRMs:

  • Pipedrive
  • HubSpot
  • Others will be added soon. Please reach support with your requirement. 

Pre-requisite for Pipedrive import

Please keep below the pre-requisite list in mind before importing data from Pipedrive.

  • Create all the users that are present in Pipedrive (active or inactive) in Salesmate.

  • Create all the pipelines & stages present in Pipedrive in Salesmate.

Please follow the below steps to import your data from Pipedrive:

  • Navigate to the Profile Icon at the top right corner
  • Click on Setup
  • Head over to the Manage Data category
  • Select Import Or Migrate 

  • Select Import from other CRM

  • Now on the next screen, select Pipedrive.

  • You will be redirected to the below screen after you select Pipedrive where you need to add the API key of your Pipedrive account into Salesmate.
  • The API Key should be available under

  • Once you click on Connect, it will redirect you to the module selection page where you can select the modules you want to import

  • Here, you can select the modules from which you would like to migrate the data 

  • After selecting modules, you will be redirected to the field mapping screen

  • Now, you can map the Pipedrive fields to the Salesmate fields.

  • Map the Pipedrive fields of all the selected modules to Salesmate.

  • You can check the First record from the Pipedrive under each field. It can help you to map the correct fields.

  • If any Pipedrive field does not exist in the system, then you can directly create it by clicking “Create New Field” at the bottom of the popper and a popup will open with the field name and data type pre-filled into it.

  • Click on "Create New Contact Field". Learn More
  • If fields are mapped with different data, a warning icon will be displayed and a tool tip when hovering over it.

  • On the Next screen, you can assign the Owner.
  • Add Tags, and Add the newly created records to the List in Salesmate which will help you to track the records. 

  • You will be able to preview the import and start the import
  • Preview of mapping columns by the module.
  • By clicking on the I have verified, start the import will start the import process.

NOTE: Two simultaneous imports are not allowed in a single link to manage data concurrency. So if you have scheduled one import, you or any other user from your link has to wait until the import/revert finishes.
  • Now, you can view the import progress on this page.

  • Once Imported, the details of the Import will be visible for your reference under "Details"

Previous Import:

  • Import Date: Gives you the status of the day the file was imported
  • File: It helps you identify if the records were imported through a CRM system or Excel /CSV Files
  • Owner: The User that imported the Records
  • Module: The icons help you identify the module in which the records that were imported 
  • Actions: 
    • With Actions, you check the details of the import 

    • Revert the import which is available up to 48 hours after the import is completed. 

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