Moving from Pipedrive to Doodali

1. Export from Pipedrive

1. In Pipedrive, go to Contacts → People and make sure the filter shows everyone.
2. Open the “…” menu above the list and choose Export filter results, then CSV.
3. Download the file. Each person comes with their organisation’s name.
4. You can also export everything from Settings → Export data.

2. Import into Doodali

1. In Doodali, open the business you’re bringing across, then go to Settings → Import and export and press Import clients from a CSV (or press Import on the Clients page).
2. Choose the file. Doodali reads the column headings and matches them for you: company name, email, phone, address, VAT number, notes, and the contact’s name, email, phone and job title.
3. Check the matches. Anything Doodali couldn’t match is set to “Skip”: choose a field for it, or leave it out.
4. Press Import. Each row becomes a client with its main contact. More people at a company that’s already there are added as its contacts, and clients already in Doodali are skipped, so you can import again safely.

Tips for Pipedrive

• Map Organization to Company name, and Name, Email and Phone to the main contact.

What comes across

What stays behind

• Deals: recreate your stages in Doodali (Settings → Pipeline) and add open deals.