Exporting the options from a custom field with a multiple option checkbox

Noah Roth

We have a custom field with a multiple options checkbox containing about 100 options. Is there a way to export the list of options from the custom field?

Also: There are duplicates on the list. If I delete the duplicates from the list will the data be deleted from the historical records that chose the duplicate field, or will it remain, but not be an option moving forward?

TIA

Boris Tsibelman

Hey Noah -- You can export all of the data in that column, then run a  de-dupe in excel. That would give you a unique list of options.

Noah Roth

Boris Tsibelman said:

Hey Noah -- You can export all of the data in that column, then run a  de-dupe in excel. That would give you a unique list of options.

Thanks. I might not have been cleared. I want to export the master list, not the options selected for a given lead. Can I export that? How? (I haven't found it in the knowledge base. Thank you.

Boris Tsibelman

Boris Tsibelman said:

Hey Noah -- You can export all of the data in that column, then run a  de-dupe in excel. That would give you a unique list of options.

https://support.pipedrive.com/hc/en-us/articles/115000797525-Exporting-data-from-Pipedrive#C3

Noah Roth

Boris Tsibelman said:

Hey Noah -- You can export all of the data in that column, then run a  de-dupe in excel. That would give you a unique list of options.

Thanks. It maybe a limitation of Essential, but I can export the deals there, but not the master list from a custom picker.

Mike van der Valk

Hi @Noah Roth you can use our open API for it. For person type of custom fields you'd for example use this endpoint: https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/getPersonField

Deals, orgs and products also have their own endpoints. Just find the API key of the custom fields you're looking for inside the data fields settings page in Pipedrive.

Noah Roth

Mike van der Valk said:

Hi @Noah Roth you can use our open API for it. For person type of custom fields you'd for example use this endpoint: https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/getPersonField

Deals, orgs and products also have their own endpoints. Just find the API key of the custom fields you're looking for inside the data fields settings page in Pipedrive.

Thanks, Mike!

Justin Sterling

Hi Noah and Mike,

Great question. I'm encouraged there is an answer however I'm not familiar with using open API's and don't know what an endpoint is. Is there a step-by-step tutorial or instructions for what happens after clicking the links above? 🙏