Pipedrive Magical Import Overview

Magical Import for Pipedrive allows you to import data flexibly and powerfully.

With Magical Import you can do the following while importing:

Map fields and save templates for future mapping
Create straightforward rules for when your data is updated, overwritten, or appended
Compare data to existing Pipedrive fields
Deduplicate data while importing
Cleanse data while importing
Format and standardize
View changes in the activity tracker at any time

Using Magical Import, you can create straightforward rules to determine when your data is updated, overwritten, or appended. You’ll ensure that you are able to enforce data quality and consistency standards while importing new data with confidence.

Use Cases

Sample Use Case: Import New Records or Update From CSV

How It Works

When you click to upload a CSV to Insycle, it doesn't import to the Pipedrive right away. Instead, it loads your CSV into Insycle for preprocessing.

Using Insycle you can format, standardize, and cleanse the data before it's imported to the CRM (instead of using Excel or other tools). And when you use templates, it's easy to do this data prep consistently by anyone on your team.

Insycle also helps you avoid duplicates from getting created as a side effect of the import. The way it does it is by letting you define unique identifiers for the records. Insycle compares and matches the CSV rows to the Pipedrive data.

Summary

First, we connect CSV columns to fields in Pipedrive and tell Insycle whether to update existing records, create new records, or do both depending on what is in your Pipedrive database. Then, you prepare the data before importing—cleansing, formatting, standardizing, and updating.

Supported Pipedrive Record Types

Insycle supports the following Pipedrive record types:

Contacts
Organizations
Deals

You can select the record type that you would like to import at the top of the module screen.

Pipedrive Field Mapping

After selecting the CSV that you would like to import, you will be able to map CSV fields directly to Pipedrive fields.

Insycle will automatically match and map many fields. Others will have to be manually set. Later, we can save your field mappings as a template so you never have to manually map them again.

Insycle works with all fields in your database, including custom fields.

Pipedrive Person to Organization Linking & Association

Insycle can also create associations and links between people and companies automatically for imported data.

In “Step 4: Manage Data,” click on the “Associate” tab.

Here, we can tell Insycle how associations should work, using the dropdown selections contained in the tab.

Identity Fields

Insycle uses Identity Fields to compare your CSV to your CRM data. Identity fields must be "unique identifiers." These are data points that could only belong to a single contact—such as email addresses, phone numbers, home addresses, or ID numbers.

Please Note

You can select more than one identity field, however, this will cause Insycle to check that ALL of the fields match, not just one of the fields. If one single field does not match, the corresponding matching CRM record will not be identified. If you include six identity fields and five of them match but one does not, Insycle will not identify the record as a match.

Using the "Update Existing and Create Net New" setting, Insycle will fail to match many records and instead will create a new record.

If you use the 'Only Update Existing' setting with many Identity Fields, you will identify far fewer existing records and much of your CSV data will not be imported because Insycle will not be able to find the correct record to update.

Outside of specific use cases, it is typically best to use a single identity field.

Additionally, do not set your identity field too broad, such as using a field that is not uniquely identifying. Doing this means that Insycle is likely to identify the wrong record in your CRM as a match, and update the wrong record with data from your CSV. For instance, there are probably many people with the first name 'John' in your CRM, but you want to make sure that you are updating the correct record for John. This is why it is important that we use uniquely identifying fields.

Templates

With your Pipedrive import set up and running smoothly, you can then save your settings as a template. With a template, all of your settings are saved including field mapping, functions, import modes, etc.

Then, any time that you import data using the same CSV structure and select the template, these settings will be automatically loaded and you will have minimal work for future imports.

template

To create and save a new template, you click the “+” symbol on the right-hand side of the template banner.

After creating the template, you must save the template by clicking the save icon on the far right-hand side of the same menu.

Audit Trail and History

The Activity Tracker lets you review all changes made to Pipedrive data through Insycle. At any time you can download a CSV report of the operation and records affected, including during imports.

Frequently Asked Questions

Does Insycle Automatically Map My CSV Files to My App Fields?

Yes, Insycle will automatically map fields that it is able to identify. However, Insycle may not be able to map every field. When it cannot map a field, a notification will appear.

Can Insycle Append New CSV Data to Existing Records?

Yes, you can easily append data to existing data by selecting "Append" from the mapping section.

Can I clean import data before it is added to my CRM?

Yes, Insycle allows you to apply many functions to specific data fields to clean, format, and standardize data on the way into your database.

Can Insycle associate contacts to companies on import?

Yes, Insycle allows you to associate contacts, companies, deals, and custom objects while importing data from a CSV, using the "Associate" or "Link" tab in Step 4 (depending on the verbiage used by your app).

Can Insycle compare CSV data to existing data in my CRM?

Yes, Insycle allows you to compare in different ways using the Pull and Compare features. To learn more click here.

When should I use the "Compare" Feature?

Use the "Compare" feature when you want to use your CSV to view other data in your CRM for the same records.

For instance, Insycle might use the "email" field in your CSV to identify the matching record in your CRM, then you can view all additional fields for those matched records in a CSV.

When should I use the "Pull" Feature?

Use the "Pull" feature to see if your CSV data is already present in your CRM. This is great for trimming your CSV files and keeping yourself from creating duplicates when uploading new lists.

Additional Resources

Related Blog Posts

Related Help Articles

CRM-Specific Information

Insycle's Pipedrive Overview