Knowledge Base

Topics
Exporting from the detail view
Exporting from the list view
Exporting from "Export data"
Exporting from Insights

Exporting data from Pipedrive

JT
Jenny Takahara, February 2, 2023

There are two ways to export data from Pipedrive. Exporting from the list view will allow you to combine data from different items (deals, organizations and people) to build reports of what you need. Exporting from Settings allows you to export all data for each item individually.


Exporting from the detail view

Note: Only deals can be exported from the detail view.

To export individual deal information to a spreadsheet, 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 information of any linked people or organizations.

Screen_Shot_2020-09-01_at_3.10.49_PM.png

Exporting from the list view

Note: Only global admin users and regular users with the correct permission set enabled can export from the list or detail views.

If you want to export custom reports on your deals, organizations, or other items in Pipedrive, you can easily do so from the list view. First, go to the list view of an item and filter for the type of data you want to export.

For example, if you only wanted to export won deals, you would select the filter "All won deals" to only pull up deals that fit that criteria.

Screen_Shot_2020-05-27_at_5.47.01_PM.png

Once you have the filter you want, select the data fields you want to export by choosing the columns you wish to see in your list view. You can choose from fields related to deals, people and organizations, mixing and matching data from all three to get the perfect combination of what you need.

Screen_Shot_2020-05-27_at_5.48.27_PM.png

To export, click the three dots in the top right of the screen and select "Export filter results". Pipedrive will then export all the information that fits the filter and columns that you set.

Screen_Shot_2020-05-27_at_5.48.37_PM.png

Exporting from "Export data"

Note: Only global admin users have the ability to use the Export data option.

Another way to export your data is by going to "..." (More)> Export data. The export from settings will allow you to export data related to deals, organizations, people, activities, or notes individually.

Screen_Shot_2020-09-28_at_4.30.20_PM.png

Select the type of data you want to export and click on either "CSV" or "Excel" to initiate the export. Your export file will then appear in the "Exports available for download" list, with a green Download button.

export data
Note: Activities and notes linked to deals and contacts need to be exported separately.

Exporting from Insights

There are two ways you can export data from your Insights tool.

Exporting charts

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.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us