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Prepare your data for import
Before importing your data into Pipedrive, it’s essential to prepare both your spreadsheet and your account properly. This tutorial walks you through how data is structured in Pipedrive, how to set up your pipelines and fields, and how to clean and organize your spreadsheet. You'll learn how to avoid common issues like duplicate entries, inconsistent date formats, and unclear relationships between data types. With these steps completed, you'll be all set for a successful import.
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