Export list of Main contact / Deal

Jeremy Le Yannou
Jeremy Le Yannou Member Posts: 3 PIPEDRIVE TEAM
edited July 2022 in Sales CRM #1

Hi everyone. Sorry to bother, but I was unable to find an answer in the tutorials. I would like to know if it is possible to export a list of all the main contacts ("person") of each deal, including their details. 

Thanks a lot in advance

Jeremy 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited February 2022 #2

    Is it just one person per deal?

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited February 2022 #3

    @Jeremy Le Yannou  you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.

     

    Additionally, you can export data using the Export Tool. 

  • Jeremy Le Yannou
    Jeremy Le Yannou Member Posts: 3 PIPEDRIVE TEAM
    edited May 2021 #4

    Is it just one person per deal?

    Yes Amit

  • Jeremy Le Yannou
    Jeremy Le Yannou Member Posts: 3 PIPEDRIVE TEAM
    edited May 2021 #5

    @Jeremy Le Yannou  you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.

     

    Additionally, you can export data using the Export Tool. 

    Thanks a lot Boris, got it done ! 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited March 2020 #6

    @Jeremy Le Yannou  you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.

     

    Additionally, you can export data using the Export Tool. 

    Awesome! Glad I was able to help! 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited March 2020 #7

    Is it just one person per deal?

    Boris has already answered the question. :)

  • Adam Cooke
    Adam Cooke Member Posts: 4
    First Comment
    edited February 2021 #8

    @Jeremy Le Yannou  you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.

     

    Additionally, you can export data using the Export Tool. 

    Hey we recently built a tool to help do data export and backup automatically called Cloudslurp. It will take daily backups but also provide a live data URL where you can retrieve your whole Pipedrive data sets (deals, persons, leads) in one go. Great for pulling data into analytics apps also.

     

    https://www.cloudslurp.com