Import from Pipedrive | Online Help - Bigin by Zoho CRM

Import from Pipedrive

Import from Pipedrive to Bigin by simply entering the API key. The entire import process is carried out in the background and you will be notified once it is completed.

Some important points to note before you import from Pipedrive to Bigin,
  1. Bigin supports up to 10 custom fields/module in Express edition and up to 25 custom fields/module in Premier edition. The number of custom fields that can be imported from Pipedrive depends on the custom fields that you have in Bigin. For example, if you already have six custom fields created in Bigin, only 4 custom fields can be imported from Pipedrive for Express edition.
  2. If a custom field is already created with the same name and type as that of the field in Pipedrive then data will be imported seamlessly to that field in Bigin. Otherwise, a new custom field will be created in Bigin during the import.
  3. Up to 10 tags/module can be imported during the import process for an Express edition and up to 30 tags/module for a Premier edition. The number of tags that can be imported from Pipedrive depends on the tags that you have in Bigin. For example, if you already have five tags in Bigin, only 5 tags can be imported from Pipedrive for Express edition.
  4. Bigin supports import of up to 5 users in Express edition and up to 20 users in Premier edition. Once import process is completed, the users can be found under Invited users tab in Bigin and have to be re-invited to join the Bigin account. For example, if you already have 5 users created in Bigin, then the users from Pipedrive will be imported but you cannot re-invite them as the user limit is already reached for Express edition.
  5. Bigin supports 25 sub-pipelines from Pipedrive during the import process provided the edition specific sub-pipeline limit in that account is not exceeded.
  6. Bigin supports 250 stages from Pipedrive during the import process provided the edition specific stages limit in that account is not exceeded.
  7. After the import process if the total record count exceeds the 1 lakh limit in Premier edition and 50K limit in Express edition, then they can purchase an additional records as add-on to increase the limit. Additional records can be purchased until the account reaches 1 million records.

Import from Pipedrive

You can import data from Pipedrive in two simple steps,
  1. Get API Token from Pipedrive  
  2. Initiate import process in Bigin

To get API token from Pipedrive

  1. Log in to your Pipedrive account.
  2. Click the account profile icon and then go to Personal Preferences.
  3. Go to the API tab, copy the API token.

To initiate the import process from Pipedrive

  1. Go to Settings > Data Administration > Import.
  2. In the Import page, do the following:
    1. Choose Pipedrive

    2. Enter the API Token.

    3. The instance URL will be auto-populated.
  3. Choose a target Team Pipeline from the available options and click Import Now.

  4. You will be notified when the import process is complete via a pop-up and an email.

View import details  

The consolidated list of data that has been imported can be viewed from the Import History page in your Bigin account. Details such as the number of records that are added or skipped will be displayed. The reason the records have been skipped in the import process will be specified. Some of the common reasons include mismatch in data type, format. You can download a copy of these records, fix the errors, and import them in the appropriate module. You can also undo the import to remove all the data that was imported from Pipedrive.

To view Import history

  1. Go to Setup > Data Administration > Import > Import History.
    Import History will display the number of records that are imported, as well as the user who initiated the import process.
  2. Click to view the number of records skipped or added.

Undo Import

You can also undo the import to remove all the records that were imported from Pipedrive.

To undo the import 
  1. Go to Setup > Data Administration > Import History
  2. Hover over the Pipedrive row to view the more icon.
  3. Click Undo this import.

 
 
 

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Import from Zoho CRM

                                                                                                                Zoho CRM is great for larger teams looking for extensive customizations and enterprise-class business processes. However, small teams may be looking for a simpler alternative like Bigin. When you decide to switch to Bigin from Zoho CRM, you can ...
                                                                                                              • Import from Insightly

                                                                                                                Migrate from Insightly to Bigin by simply entering the API key. The entire migration is carried out in the background and you will be notified once it is completed. Some important points to note before you migrate from Insightly to Bigin, Bigin ...
                                                                                                              • Import Records

                                                                                                                Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Pipelines, and Products modules. You can ...
                                                                                                              • Import from HubSpot

                                                                                                                Import from HubSpot to Bigin by simply signing into your HubSpot account from Bigin. The entire import process is carried out in the background and you will be notified once it is completed. Some important points to note before you import data from ...
                                                                                                              • Import Notes

                                                                                                                Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources