Export before editing
Begin with a fresh export that includes the Pipedrive record ID and last-updated time. IDs are the only reliable update key; names and email addresses can be duplicated or changed.
Make changes explicit
- Edit only supported fields and preserve the ID column.
- Use exact option values for enum and status fields.
- Keep intentionally blank values distinct from cells that should be ignored.
- Validate references such as owner, stage, organization, and person before pushing.
Prevent stale overwrites
Compare the exported update time with the current record before writing. If someone changed the deal in Pipedrive after the sheet was exported, flag the row for review. Push a small batch, verify it, and retain success IDs and errors in the sheet.
Dry-run changes before updating Pipedrive
Pipedrive Bulk Importer & Exporter validates sheet rows and continues large pushes in safe batches.
See Pipedrive Bulk Importer & Exporter