{"id":7392,"date":"2024-02-21T17:15:45","date_gmt":"2024-02-21T15:15:45","guid":{"rendered":"https:\/\/www.imanta.io\/blog\/field-mapping-to-import-your-data\/"},"modified":"2024-02-21T17:15:45","modified_gmt":"2024-02-21T15:15:45","slug":"field-mapping-to-import-your-data","status":"publish","type":"post","link":"https:\/\/www.imanta.io\/en\/blog\/field-mapping-to-import-your-data\/","title":{"rendered":"Field mapping to import your data"},"content":{"rendered":"

The complexity<\/strong> of mapping your import in Pipedrive depends on how each field is configured<\/strong>, for example, fields with multiple options require an extra step to map correctly. <\/p>\n

The correct import of data into Pipedrive starts with a mapping of the columns of your spreadsheet<\/strong>, so you must make sure that all your information is correctly structured. <\/strong> <\/p>\n

Let’s start with the basics <\/h2>\n

Element icons<\/strong><\/p>\n

The icons must map to each of the fields<\/strong> for your data to be imported correctly. <\/p>\n

Each element is represented by an element icon: people, companies, deals, actions, notes, products, prospects.<\/strong> Remember to click on the icon to select the correct field when mapping. <\/p>\n

\"1_mapping_pipedrive\" <\/p>\n

<\/p>\n

Ready! Let’s start mapping <\/strong><\/em><\/p>\n

<\/p>\n

Field mapping<\/h2>\n

Usually the mapping is automatic,<\/strong> however not everyone does it<\/strong>, so you will have to do it manually<\/strong> and Pipedrive recommends always checking your mapping before proceeding to prevent errors. <\/strong> <\/p>\n

Now that you have set up your spreadsheet and imported, you can start the mapping process<\/strong>. When doing so remember to select the icon,<\/strong> then click and drag the field to the left side of the page to<\/strong> match the columns of the spreadsheet.<\/strong> Pipedrive will be reading your data correctly if you see the data in the first row of your import. <\/p>\n

\"2_Mapo_Pipedrive\" <\/p>\n

<\/p>\n

Mapping of multiple choice fields<\/h2>\n

Before you start, make sure that the multiple action custom field has already been created.<\/strong><\/p>\n

When you have mapped the field, click on it to expand it and check the individual mapping of each option on your sheet.<\/strong> Check that all the fields on your sheet have been mapped to the custom field options. <\/strong> <\/p>\n

If your fields are not mapped properly, click and drag the correct options to the corresponding options in the spreadsheet<\/strong>. <\/p>\n

\"3_mapping_Pipedrive\" <\/p>\n

<\/p>\n

Address mapping<\/h2>\n

1. In separate columns<\/strong><\/em><\/p>\n

In your own spreadsheetadd the address with separate address fields in different columns. <\/strong> <\/p>\n

Select the individual address fields from Pipedrive and match them to the fields in your spreadsheet<\/strong>.<\/p>\n

\"4_mapping_pipedrive\" <\/p>\n

2. In a single field<\/strong><\/em><\/p>\n

In your spreadsheet add the complete address in a single field separating the address elements by commas. <\/strong> <\/p>\n

Pipedrive will use Google’s Geolocation API to locate your address<\/strong>, it is important that it is well written to be found<\/strong> but it is also vital that you take into account that not all addresses are geolocated with veracity. <\/strong> <\/p>\n

\"5_mapping_pipedrive\" <\/p>\n

Phone number mapping<\/h2>\n

In this case you have the option to select the phone label to map<\/strong>, if there are multiple numbers you can map the field multiple times<\/strong> by adding the numbers in separate columns. You can choose between the labels Work, Home, Mobile or Other.<\/strong> <\/p>\n

\"7_mapping_pipedrive\" <\/p>\n

Grow your business by improving your processes with Pipedrive <\/h2>\n

If you want to try Pipedrive 30 days free of charge<\/strong><\/a>enter this promotional code in Pipedrive<\/a> when you create the account: pdp-vilarroig.<\/strong> And to create the account, follow this link<\/a>.<\/strong> You can also contact us<\/strong><\/a> to help you in choosing or accelerating the use of Pipedrive if you are already using it.<\/p>\n

\"pipedrive_free_test_by_imanta\" <\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

Data mapping when importing into Pipedrive can sometimes be complex, so here we explain a bit about how it works and how to map different data in Pipedrive. <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[124],"tags":[],"class_list":["post-7392","post","type-post","status-publish","format-standard","hentry","category-pipedrive-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7392","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/comments?post=7392"}],"version-history":[{"count":0,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7392\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media?parent=7392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/categories?post=7392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/tags?post=7392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}