export Deals with all attached Products
Is there any current or planned way to export all products associated with deals? My company has a work around that barely works using JavaScript, API, and Google Sheets. We are utilizing Coupler.io for most of our automated exports, but by what I have seen, the "Deals with Products" situation is unresolved and growing. Any suggestions or help would be appreciated.
Comments
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Unfortunately not build in solution for this yet I'm going to add the "Feedback tag" to your post so our team sees your suggestion.
For now exporting with our API can work or perhaps using our Marketplace apps by Import2 or Flatly could do the trick.
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Hi!
I have also been asking for the ability to run reports on a product basis.
This thread here is related to your question but has been unanswered for a long time.
(5) Products Category (pipedrive.com)
Thank you!
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+1 for this. Our service team needs to be able to download a table in CSV or Excel format for Deals x Products. E.g.,
Product 1 Product 2 Product 3 Product 4 Deal 1 Quantity Quantity Quantity Quantity Deal 2 Quantity Quantity Quantity Quantity Deal 3 Quantity Quantity Quantity Quantity 0 -
Mike van der Valk said:
Unfortunately not build in solution for this yet I'm going to add the "Feedback tag" to your post so our team sees your suggestion.
For now exporting with our API can work or perhaps using our Marketplace apps by Import2 or Flatly could do the trick.
Hi @Mike van der Valk - we too are struggling with this lack of functionality - are there any updates on a solution for this?
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Mike van der Valk said:
Unfortunately not build in solution for this yet I'm going to add the "Feedback tag" to your post so our team sees your suggestion.
For now exporting with our API can work or perhaps using our Marketplace apps by Import2 or Flatly could do the trick.
I checked and unfortunately didn't find it in our roadmap. I'm highlighting this to the products and export teams internally, hopefully we can get to it at one point.
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Mike van der Valk said:
Unfortunately not build in solution for this yet I'm going to add the "Feedback tag" to your post so our team sees your suggestion.
For now exporting with our API can work or perhaps using our Marketplace apps by Import2 or Flatly could do the trick.
Please do so, I struggle with this issue for more than 2 years. please address it.
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ANY news on this, export all products with with deals? This is MEGA frustrating and been so now for all years we used Pipedrive, more then 5 years...
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You can set this up using Flatly, Coupler, or /Make/Integromat.
Some articles covering this topic:
- How to set up a Data Pipeline for Pipedrive
- How to export Data from Pipedrive to Google Sheets
- How to Analyze Call Activity Outcomes in Pipedrive
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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