> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Import data from Pipedrive CRM

If you are migrating from another CRM to Salesmate. We have eased this transition by providing you with an easy, click-to-go Import feature.

It allows you to import data from another CRM directly.

Not just contacts or companies, we allow you to import your **Deals, Activities, and Notes** too. Making it a quick migration for your Sales teams to get accustomed to a new system.

* **Supported CRMs:** Pipedrive

* [HubSpot](https://support.salesmate.io/hc/en-us/articles/18151400752409)

* \*\*Others will be added soon. Please reach support with your requirement.

* \*\* Pre-requisite for Pipedrive import #

### Please keep below the pre-requisite list in mind before importing data from Pipedrive.

* Create all the users that are present in Pipedrive (active or inactive) in Salesmate.

* Create all the pipelines & stages present in Pipedrive in Salesmate.

# Please follow the below steps to import your data from Pipedrive:

* **Navigate to the** Profile Icon at the top right corner

* **Click on** Setup

* Head over to the \*\*Manage \*\*Data \*\* category

* **Select** Import Or Migrate

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/mceclip0.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=9b67bc1f2a05355a7fae3cdc980a690a" alt="" width="2492" height="1661" data-path="import-30/images/mceclip0.png" />

* **Select** Import from other CRM

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/mceclip01.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=1cfe24e4591a991d1622001cc4375c06" alt="" width="2098" height="1698" data-path="import-30/images/mceclip01.png" />

* **Now on the next screen, select** Pipedrive .

<img src="https://mintcdn.com/salesmate/ekFZD3xcEHMuL6K6/import-30/images/mceclip1.png?fit=max&auto=format&n=ekFZD3xcEHMuL6K6&q=85&s=7ecb645a0e527a190d0a99951bed8fba" alt="" width="2574" height="1462" data-path="import-30/images/mceclip1.png" />

* You will be redirected to the below screen after you select Pipedrive where you need to add the API key of your Pipedrive account into Salesmate.

* **The** API Key should be available under

* Profile icon \* Personal Preferences

* API [(How to find Pipedrive API Keys)](https://support.pipedrive.com/hc/en-us/articles/207344545-How-can-I-find-my-personal-API-key-) \* Your API token - COPY

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip2.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=1e09999e8a088b17f8d73c059c1e5c6d" alt="" width="2084" height="779" data-path="import-30/images/mceclip2.png" />

* Once you click on Connect, it will redirect you to the module selection page where you can select the modules you want to import

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip3.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=b404ccf075f1ac7b5aa9939302e626b7" alt="" width="2100" height="1190" data-path="import-30/images/mceclip3.png" />

* **Here, you can select the** modules from which you would like to migrate the data

* After selecting modules, you will be redirected to the field mapping screen

* Now, you can map the Pipedrive fields to the Salesmate fields.

* Map the Pipedrive fields of all the selected modules to Salesmate.

* You can check the First record from the Pipedrive under each field. It can help you to map the correct fields.

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip5.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=5550def91b4c8ff68f852e5fab39f66e" alt="" width="1672" height="1564" data-path="import-30/images/mceclip5.png" />

* If any Pipedrive field does not exist in the system, then you can directly create it by clicking “Create New Field” at the bottom of the popper and a popup will open with the field name and data type pre-filled into it.

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip6.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=afae758b462c353c86791fcfea0c8860" alt="" width="1762" height="1516" data-path="import-30/images/mceclip6.png" />

* **Click on "** Create New Contact Field ".

* [Learn More](https://support.salesmate.io/hc/en-us/articles/360041831032-How-to-Create-Custom-fields)

* **If fields are mapped with different data, a** warning icon will be displayed and a tool tip when hovering over it.

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip7.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=0fb3ec0dbb57b611e597ef5388283ddd" alt="" width="2077" height="1102" data-path="import-30/images/mceclip7.png" />

* On the Next screen, you can assign the Owner.

* Add Tags, and Add the newly created records to the List in Salesmate which will help you to track the records.

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip8.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=e34b7df7c42f3aa937149edb41095a01" alt="" width="1647" height="884" data-path="import-30/images/mceclip8.png" />

* **You will be able to** preview the import and start the import

* Preview of mapping columns by the module.

* By clicking on the I have verified, start the import will start the import process.

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip9.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=5553a788cc782c2685deccff88d01db2" alt="" width="2955" height="2093" data-path="import-30/images/mceclip9.png" />

<Note>
  **Note:** Two simultaneous imports are not allowed in a single link to manage data concurrency. So if you have scheduled one import, you or any other user from your link has to wait until the import/revert finishes.
</Note>

* Now, you can view the import progress on this page.

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip10.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=eb3ffcbc0675cfec6c52592ac810db68" alt="" width="2098" height="1101" data-path="import-30/images/mceclip10.png" />

* **Once Imported, the details of the Import will be visible for your reference under "** Details "

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip11.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=1325d8890492267a948940c5dd5dbb0a" alt="" width="2484" height="1350" data-path="import-30/images/mceclip11.png" />

* \*Previous Import:\***Import Date:** Gives you the status of the day the file was imported

* **File:**It helps you identify if the records were imported through a** CRM **system or** Excel **/** CSV** Files

- Owner: The User that imported the Records

* \*\*Module:**The icons help you identify the** module \*\* in which the records that were imported

* ***Actions:*** With Actions, you check the **details** of the import

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip12.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=c3eba925862f3267c334cb921dd3c05c" alt="" width="2522" height="816" data-path="import-30/images/mceclip12.png" />

* \*\*Revert \*\* the import which is available up to 48 hours after the import is completed.

<img src="https://mintcdn.com/salesmate/wB51L6yGuCVk7Wuf/import-30/images/mceclip13.png?fit=max&auto=format&n=wB51L6yGuCVk7Wuf&q=85&s=53c8daa1ed54dea610a21f39a916c0b6" alt="" width="2481" height="662" data-path="import-30/images/mceclip13.png" />
