Exporting data from Pipedrive
There are two ways to export data from Pipedrive: from the list view to combine data from different items (deals, organizations and people) and build reports of what you need, or from Settings to export all data for each item individually.
Go to a deal’s detail view and click on the “...” (more) icon > Export as XLS in the top right corner. The spreadsheet will include deal details and any linked person or organization data.
For example, to export lost deals, select the filter “All lost deals“ to only pull up deals that fit the criteria.
Once you have the filter, select the data fields you want to export by editing your list view columns. You can choose from deal, person and organization fields, mixing and matching data from all three to get your perfect combination.
Then click the three dots in the top right of the screen and select “Export filter results“.
You can also export your data by going to Tools and apps > Export data.
Select the type of data you want to export and click on either “CSV“ or “Excel”. Your export file will appear in the “Generated exports“ list. To download the file, click on the cloud icon in the “Available until“ column.
There are two ways you can export data from your Insights tool.
To export a report, goal, or dashboard, click the “Export” dropdown in the top right corner, and select one of the available file types:
This will give you a file containing the charts, title and any filters applied.
Exporting to spreadsheets
You can export the table view of your report as a spreadsheet by clicking the “Export” button above the table.
You can export users’ app access data by going to Manage users > Users and access.
This data includes:
- User name
- Last login time
- Permission sets
- Visibility groups