Migrating data from Pipedrive to Affinity? Follow these steps below.
- Check out Pipedrive's article on Exporting data from Pipedrive. Make sure to export the data as a CSV file.
- If you specifically exported notes from Pipedrive, follow this article: How to import notes into Affinity
- If you exported data related to people, organizations, and opportunities, open up the CSV file and follow these articles instead: