When importing into Pipedrive, Deal stage is matched by name using combination of Stage and Pipeline. In order to set the correct Deal Stage during the import, we are looking at the following:
- We look up Pipeline by name, if not found we use default Pipeline.
- Then we try to find a Stage in the Pipeline which name matches Deal Stage. If no match is found, we import the Deal(s) to the first stage of the default Pipeline.
Please make sure Deal Stages and Pipelines are set up prior to import. Applying the changes to Stages/Pipelines setup will involve reimport of you database.
Please contact us if you want stages to be mapped differently.