Spreadsheets may be common, but they aren’t the ideal tool to keep track of business opportunities since they can quickly become outdated and are difficult to control.
To mitigate these issues, you can import all your leads into a pipe or a database inside Pipefy where they can be effortlessly found, updated, and managed through your sales process.
Here is a quick guide:
Click on Tools → Apps, and select Importer app. Click on enable to activate it. It will appear in your pipe's header.
Click on the Importer app icon to open it up. Then, choose if you want to import your spreadsheet to a pipe or a database.
In New Import, drag and drop or select your spreadsheet from your file folder (it must be an .xlsx file). The next step is to combine its columns with the pipe's or database's fields and start importing.
Need a detailed tutorial? Get more information below.
Prepare your spreadsheet
The first step is to make sure your spreadsheet has the same information as your pipe/database.
Then, go to your pipe/database and open its form. Check its fields and if there are any set as mandatory. If there is, your spreadsheet must contain a column with the same information, with all its lines filled, otherwise the importing won't work.
Here is an example:
In this Sales CRM process, the start form has 3 fields:
Company name (mandatory)
Preferred contact method (mandatory)
This means the spreadsheet will have to look like this:
📌 If your spreadsheet has different data fields, you can edit your start form to match fields to columns. Just keep in mind this action won't affect previous cards/records.
It's also important to set up your spreadsheet cells for the Importer app. It can't contain any blank fields between columns, any filters applied, or any merged cells.
Also, remember to check the field type in Pipefy. For example, if the form has a numeric or currency field, the corresponding information in the spreadsheet cannot contain letters.
Pay close attention to phone numbers, zip codes, and ID numbers so that there isn't any incorrect information in them. Email addresses must also be in email format.
To import due dates, assignees, or labels, ensure your pipe has those fields first.
Enable the Importer app
When you're ready to go, click on Tools, in the pipe's header, and select the option Apps.
Search for the Importer app, and click on it.
Click on enable to activate it.
Now you'll find an Importer app icon in your pipe's header.
Importing leads to Pipefy
Click on the Importer app icon to open it up, then choose where you want to import your leads: to a pipe or database.
If it's to a database, make sure you've created one before, and connect it with your pipe.
Then, go to New Import, where you'll drag and drop your spreadsheet or upload it from your computer.
📌 Remember: it must be a .xlsx file.
Let's match the spreadsheet columns to the pipe's or database's form fields. Select one of the options, or skip if there isn't any match.
Click on Import cards/records to start transferring data from your spreadsheet to Pipefy.
You'll receive an email when it's complete and ready to use, or if there were any errors.
Take free courses in Pipefy's Academy to improve your process management skills, and don't forget to join our Community where you have access to our knowledge base.
Thanks for share.
Very good! thanks for the tutorial!