Update by Import
Update by import allows you to apply bulk changes to all existing default and custom field records in your PipelineDeals account. Your account must have the update by import feature turned on. Please contact us for assistance. It's important to note Updates by Import cannot be undone.
It’s a fairly straightforward process, but there are a few details to pay attention to. Please review the steps below and contact us if you have any questions.
Export the Data You Want to Update
Filter a list view using the Add/remove columns button to show only the columns you plan to update. Click on the gear icon, and select Export CSV file.
Prepare Your CSV File
The CSV file contains a column with the unique internal ID for each company, deal, or person record. This is needed for the update by import.
Make the changes to your file, then save it as a CSV. If you are adding a new custom field to your CSV, add the field to your PipelineDeals account before importing the CSV.
Import Your File
Go to the Company, Deal, or People tab list view then click the down arrow next to Add new company/deal/person then select Excel or CSV
Click Upload file to select your updated CSV file to import. The system will check the file to make sure it is properly formatted.
Map your fields
Once the file has been checked, you can map the columns from the file to the corresponding fields in your account. If your file has columns of data that are not being updated, select Ignore this field for those columns.
Map the Company ID, Deal ID, or Person ID column in the spreadsheet to the last mapping option, called “ID (for updating records)”. If the spreadsheet has more than one ID column, choose the ID that matches the type of import you’re doing, and select Ignore this field for the others.
When updating people records, Organize your data dropdowns are ignored when updating by import. To change the person Type (Contacts or Leads), Source, Owner, or Tags, use columns in the spreadsheet. It also does not matter whether or not you enable duplicate checking, as you are not creating new records.
You'll receive an email when the import is complete. If any records were not imported, the email will contain a link to a spreadsheet that lists the records and the error message for each.