New: Files feature released today 🚀 Files Global Export

Pedro Manuel Gonçalves Franco
Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 96 PIPEDRIVE TEAM
Third Anniversary 25 Likes 10 Comments First Answer
edited September 10 in What's New #1

Hi, I’m Pedro Franco from the Files feature team, and I wanted to let you know that we’ve released the files global export functionality.

What will you get with this release?

  • Have the ability to export the data related to the files for your company in Global Export page under Tools and Apps
    The exported excel/csv will contain the data of all files that have uploaded into Pipedrive attached either to your deals, people, organizations, products or projects (not containing google drive related ones)
  • The excel/csv will also contain a download link for users to download the file to their local machine. Users must be logged to make the download for security purposes.
  • You can your export more specific by filtering by a specific the time period (Last week, Last month or a Custom Period)

Where:

  • The new functionality can be found in Export Page under Tools and Apps

Availability:

  • Available for all plans for admins

What’s next?

  • We’ll gradually roll out this functionality to all companies in the upcoming weeks until the end of May

I am looking forward to any feedback you may have on this.

Comments

  • Boppa
    Boppa Member Posts: 47 VERIFIED MEMBER
    10 Comments 5 Likes 5 Up Votes Name Dropper

    Hi Pedro, Great that we can see this. I presume importing back the other way is not possible?

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 96 PIPEDRIVE TEAM
    Third Anniversary 25 Likes 10 Comments First Answer

    Hi @Boppa !

    Importing files was left out of scope. We will have to look into the import files problem separately depending on the other roadmap items.

    Thanks for the feedback.