Schedule your Import, Snapshots, and Data Alerts
When you begin a Pipedrive import for the first time, you will need to go through a few steps to connect Pipedrive as a data source for Coefficient.
Open the Coefficient Sidebar and click the Menu.
Select “Connected Sources”.
Select “Add Connection*”* at the bottom and then “Connect” to Pipedrive.
“Authorize” Coefficient to connect to your Pipedrive account.
You will then be redirected to a page allowing Coefficient to be installed for your user and company. Click “Continue to the App” and start creating an import with your Pipedrive data. 😎
Open the Coefficient Sidebar and click on the “Import from…” button.
Select “Pipedrive” from the list.
Select “From Objects & Fields”.
Select an object from those listed. (example: ”Deals”)
Check the box(es) corresponding to the fields you would like to include in this import. The data previewer on the right side of the screen should display the selected fields.
Under the "Filter" dropdown, you can select a ready-made filter, which will then be applied to the sample data in the preview. These filters are defined within Pipedrive and you can add/edit them directly in the Pipedrive UI.
(Note: The preview only shows a sample of the results that will be included in your import)
Customize your import by adding filters, sorts, or limits as needed. Then click, “Import” on the top right of your screen.
