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How-to — task-oriented recipe.
Migrating data from Pipedrive to Affinity? Follow these steps below.
  1. Check out Pipedrive’s article on Exporting data from Pipedrive. Make sure to export the data as a CSV file.
  2. If you specifically exported notes from Pipedrive, follow this article: How to import notes into Affinity
  3. If you exported data related to people, organizations, and opportunities, open up the CSV file and follow these articles instead:
    1. Cleaning up your data before importing into Affinity
    2. How to import your data into Affinity