Migrate from Pipedrive

Contacts

Login to your Pipedrive account, go to Contacts then click on People, and click on ⋯ the upper right corner. Then click on Export Filter results. Choose either CSV or Excel format, and click Export. Once the export is complete, click Download.

Now, the next step is to upload the downloaded file into Salescamp. But, before that, please make sure you have all the relevant/same fields in Salescamp. For example, your Pipedrive's contact list had a field called continent, and Salescamp does not contain that particular field; then, we need to customize the field in Salescamp.

To Customise, follow the below steps:

• Go to settings, click on customize, and select the collection you want to export.

• Scroll down and add a field in the relevant section with the suitable data type. For example., continent will be added under the Address section as a Single-line text data type; mobile will be added under the Basic information section as a phone data type. If any field consists of alphabets and numbers, it will be added as a Multiple Line text data type.

• After adding all required fields, click on save in the upper right corner of the Customize page.

Once you have added all the fields in Salescamp, you can import the file Pipedrive file.

• Go to any of your collections.

• Click on ⋮ symbol in the upper right corner, click on import, select the collection you want to upload your leads in, and choose your CSV or Excel file.

• Select and check the field mapping, for example., if you have a column of continents then map the field with continent in Salescamp.

• Then click on import, and you are done

Organizations

Login to your Pipedrive account, go to contacts then Organizations and click on ⋯ the upper right corner. Then click on Export Filter results. Choose either CSV or Excel format, and click Export. Once the export is complete, click Download.

To upload the Pipedrive file into salescamp, review your Salescamp company collection attributes to see if it consists of all the required fields. If not, customize the same (follow the above steps).

Now you can upload the file in Salescamp with the above-suggested method.

Deals

To migrate your deals from Pipedrive to Salescamp. Login to your Pipedrive account, Click on ⋯ in the lower-left corner. Click on Export Data and select deals and the format in which you want to download the file. Once the export is ready you will get a download button through which you can download the file.

Now, we can upload the same file in the salescamp if you have all the similar/relevant fields there. If not, customize it. Customize the stages option similar to your Pipedrive deals. You can import your deals in the same way you import contacts or organizations.