For now, we just want to make sure when a single email address is assigned to multiple different phone numbers or titles that we’re picking the best ones. There are tools that will handle that for you later on in the process. You don’t need to delete duplicate email addresses. Now we’re going to do some light data cleansing of the Master sheet.
Delete columns not defined in the Master spreadsheet.Pick a specific font color for that source, it will help later when trying to clean up the data.Add a Source column and set every row’s value to the name of the spreadsheet.Then go through each of the Excel and CSV files you have from other systems and do the following: Source - Where the rows came from (Google, outlook, CRM, Excel file name, etc).We suggest doing this for your highest quality data sources like your CRM system and maybe some high quality Excel or CSV files with contacts.įirst, create a Master spreadsheet with the following columns like so: Create a Master sheet with your best data
#If i use em client deduplicator will contacts be deleted how to
We’ll create a single spreadsheet and then show you how to bring together your sources before importing to Pipedrive. Prepare Your Data Files For Migration (Optional)īefore you go importing contacts, you’ll want to do some basic data cleanup and categorizing.
In this guide you’ll learn how to load your Pipedrive CRM by gathering, cleansing, importing and deduping contacts and how to keep them automatically up to date in the most efficient way possible moving forward. Your relationships are the lifeblood of your business and should all be in Pipedrive. What’s that guy’s number? What’s her title? How do you find contact details today? You probably have 3 or 4 systems you go to. If your business has more than one person dealing with customers and prospects then you’ve got a contact management problem. Whether you’ve been using Pipedrive for years or just started, you probably know you don’t have all the contacts you’ve been dealing with.
Pipedrive is a great sales tool but it needs data.