Export of "Notes" field

Ross Bykov
Ross Bykov Posts: 3
edited July 2022 in Sales CRM #1

Hello all,

Could you please advise me how to export "Notes" field in Pipedrive. Among the fields available in the list view I can't find this field.

Thanks

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Answers

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited June 2022 #2

    You can export notes from the Exports tab, but it is linked to the Deal Title, not IDs. So if you plan to map them with the right deal/person/org, sometimes there will be incorrect mapping because of duplicates.

     

    xxx.pipedrive.com/settings/export

  • Ross Bykov
    Ross Bykov Posts: 3
    edited August 2020 #3
    Amit Sarda said:

    You can export notes from the Exports tab, but it is linked to the Deal Title, not IDs. So if you plan to map them with the right deal/person/org, sometimes there will be incorrect mapping because of duplicates.

     

    xxx.pipedrive.com/settings/export

    Hello @Amit Sarda 

    Thanks for the answer. But I do not see "Notes" column here. Only the file I earlier uploaded from the list view (see screens attached).  

     

    image
    image

     

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited June 2022 #4
    Amit Sarda said:

    You can export notes from the Exports tab, but it is linked to the Deal Title, not IDs. So if you plan to map them with the right deal/person/org, sometimes there will be incorrect mapping because of duplicates.

     

    xxx.pipedrive.com/settings/export

    image

     

    1. Select Notes.
    2. Click CSV or Excel.
    3. Wait for the download to show in the table below.

     

  • Ross Bykov
    Ross Bykov Posts: 3
    edited August 2020 #5
    Amit Sarda said:

    You can export notes from the Exports tab, but it is linked to the Deal Title, not IDs. So if you plan to map them with the right deal/person/org, sometimes there will be incorrect mapping because of duplicates.

     

    xxx.pipedrive.com/settings/export

    It is strange, but I do not see the section "Export the following data" with Deals, Organisations, People, Products, Activities and Notes buttons. How to make this section available?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited August 2020 #6
    Amit Sarda said:

    You can export notes from the Exports tab, but it is linked to the Deal Title, not IDs. So if you plan to map them with the right deal/person/org, sometimes there will be incorrect mapping because of duplicates.

     

    xxx.pipedrive.com/settings/export

    If you're the admin of your account, you need to check with Pipedrive support.

    If you're not the admin, you need to check with the admin of your Pipedrive account.

     

  • Anastasiia Dyshkant
    Anastasiia Dyshkant Posts: 22
    edited August 2020 #7

    Hi! Try to import your data in an automated way with a free Sample Migration. You can do it on your own. Or use  Guided Self-Service Migration and we’ll do the entire project for you. For more details, contact us or email us directly at [email protected].

  • RobYourLender
    RobYourLender Posts: 3
    First Comment
    #8

    Is there a way to export the most recent note? Would be great if we could export what the last activity was, not just when the last activity happened.

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