Export Deals

Does anyone know how to export Deals with contact info and notes in an excel or csv file?

Best Answer

  • ddutra
    ddutra Posts: 22
    10 Comments 5 Likes First Answer Name Dropper
    #2 Answer ✓

    Thats not what I am seeing on my side for both exports (deals and notes).

    For the notes export it is a bit messy yes because my notes have a bunch of formatting and sometimes HTML pasted by my users, but the columns are correctly formatted on the CSV file and I have the deal name and main person name.

    I just noticed that there is no deal id and person id on the notes export. That would prevent you from associating notes to deals and persons with 100% certainty - imagine if you have two deals with the same name.

Answers

  • ddutra
    ddutra Posts: 22
    10 Comments 5 Likes First Answer Name Dropper

    @Dale_8483

    Just go to this url in your pipedrive:

    /settings/export

    And select "Notes". You get the deal and person ID`s there associated with the notes.

    Then you export the persons and deals separately and use Excel or Google Sheets to mix and match your data (vlookup is your friend).

    Thats how I would tackle this.

    I am available for hire if you need this done.

  • Thanks for responding, I'm having trouble exporting deals individually, it lumps them all together in a big mess with no contact info included.

  • Okay, I'll keep working on it. Thanks again for taking the time to give me some help.