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Pipedrive import templates and field mappings

What a Pipedrive import actually fills, field by field, with the API name for each one. 6 fields across 22 ready-made mappings for 22 different exports. Operelio can write to Pipedrive directly, or hand you a file to import.

What Pipedrive’s own importer does

Worth knowing before the file goes in, because each of these shows up as a failed row rather than a warning.

  • Custom fields have to exist in Pipedrive before the import runs, not during it.
  • Rows missing a mandatory field drop into a skip file to reconcile afterwards.
  • An import can be reverted only within 48 hours, and only by a global admin.

The fields Operelio maps into Pipedrive

Ordered by how many of the 22 templates fill each one, so what a typical import populates comes first. The API name is what Pipedrive calls the field underneath its label.

FieldAPI nameTemplates
Emailemail22
Namename22
Phonephone20
Organizationorg_name19
Job Titlejob_title17
Notesnotes5

Every template also lists the columns it deliberately does not map, and why, on its own page.

How the data gets into Pipedrive

Two routes. Connect Pipedrive over OAuth on the Starter plan and above, and Operelio writes the records itself. Or format the file on any plan, including Free, and import it yourself.

  • Records are matched on email. New ones are created, existing ones updated, and the preview tells you how many of each before anything is sent.
  • On an existing record it fills blank fields only, unless you ask it to overwrite every mapped field.
  • It never deletes. Duplicates and dead records are reported back to you as a list, and removing them stays your call.

Questions

Which fields does Operelio map into Pipedrive?

6 across the 22 Pipedrive templates: Email, Name, Phone, Organization, Job Title, Notes and the rest. Every mapping shows the API name Pipedrive expects next to its label, and you can change any of them before the file is written.

Can Operelio send data straight into Pipedrive?

Yes. Connect Pipedrive over OAuth on the Starter plan and above, and Operelio writes the records for you. It matches on email, creates what is new, updates what already exists, and fills blank fields only unless you ask it to overwrite. It never deletes anything.

How many exports have a ready-made Pipedrive mapping?

22, covering the usual prospecting, forms, commerce and CRM-to-CRM sources. Each one is a full field-by-field mapping you can use as it comes or adjust, and a source with no template can be mapped by hand in the CRM Formatter.