How to combine data from different Pipedrive data entities in a single sheet?
Pipedrive Importer lets you pull data separately from the following entities: Deals, Persons, Organizations, and Files. If you need to import mixed data (some fields from one entity and some fields from another one), do the following:
Step 1: Import fields from the entities using separate Pipedrive importers
For example, if you need to import specific fields from Deals and Persons, set up two Pipedrive importers: one for Deals, another one for Persons.
Step 2: Use the Google Sheets formulas to lookup the required columns
Read out blog post to discover the power of the VLOOKUP function in Google Sheets.
We need to import three fields from Persons ( name, org_id.name, and org_id.address), and one field from Deals (formatted_value).
Set up two Pipedrive importers with the following parameters:
Pipedrive importer #1:
- Data entity: Persons
- Fields: name, org_id.name, org_id.address
- When configuring this importer, navigate to Destinations => Show advanced => type in B1 into the "Cell address" field
That's how the imported Persons data set looks:
Pipedrive importer #2:
- Data entity: Deals
- Fields: person_id.name, formatted_value
The field person_id.name is needed to vertically lookup the data.
That's how the imported Deals data set looks:
Once you've imported data using the two importers, apply the following VLOOKUP formula to the A1 cell of the sheet with Pipedrive Persons: