How to Export Files and Data from Pipedrive

Exporting files and data from Pipedrive is a common requirement for users who need to back up their information, analyze data, or screen files for sensitive content. This article provides an overview of the available export options, their limitations, and step-by-step instructions for retrieving your data.

Overview of Exporting in Pipedrive

Pipedrive offers tools to export data and files, but there are some limitations to be aware of:

Files are not exported as raw files (e.g., PDFs, JPGs) but as download links in a CSV file.
Data export is segmented by type (e.g., deals, contacts, organizations) and cannot be consolidated into a single file.

Exporting Files: Methods and Limitations

When exporting files from Pipedrive, the Export Data feature generates a CSV file containing download links for each file. To retrieve the actual files:

Use the Export Data feature to generate the CSV file.
Open the CSV file and locate the download links.
Click on each link to download the files individually.

Accessing Files Uploaded via Google Drive or Computer

Files in Pipedrive can originate from two sources:

Google Drive: If files were attached via Google Drive, access them directly from the connected Google Drive account. This can be managed under Company Settings where the integration is configured.
Local Uploads: For files uploaded directly from a computer or network, use the Export Data feature to export and download them.

Exporting Data: CSV and Spreadsheet Options

Pipedrive allows you to export data by type, such as deals, contacts, or organizations. Each type of data must be exported separately:

Navigate to the Export Data section in Pipedrive.
Select the data type you wish to export.
Download the generated CSV file for that data type.

Custom Export Options

If you need a customized export, you can create a custom list view in Pipedrive and select specific columns to include in your export. This allows for more tailored data extraction.

FAQs on Exporting Data and Files

Can I export all files as raw files (e.g., PDFs, JPGs)?

No, Pipedrive does not support exporting raw files in bulk. Files must be downloaded individually via the download links provided in the CSV export.

Can I export all data in one file?

No, Pipedrive requires you to export each type of data separately. However, you can create a custom export by selecting specific columns in a list view.

How can I screen files for sensitive data?

Use the Export Data feature to generate a CSV file with download links for files uploaded directly from your computer. For files attached via Google Drive, access them directly from your Google Drive account.

How can I export files and data from Pipedrive?