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Import Data from Pipeline CRM to Google Sheets

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Maria Herrell
Updated 2 weeks ago
Pull data from your Pipeline CRM list views into Google Sheets to build custom reports, pivot tables, and charts.

Before you start: Export permissions required in your Pipeline account (contact your admin if needed).

Install the Add-on
  1. Go to the Google Workspace Marketplace.
  2. Search for the Pipeline CRM Data Importer.
  3. Click Install and follow the prompts.
  4. Click Accept to allow Pipeline to send data to your Google Sheets account.
💡 Tip: You can also install from within Google Sheets by going to Extensions > Add-ons > Get add-ons and searching for "Pipeline Data Importer."


Import Your Data
  1. Open a Google Sheet.
  2. Go to Extensions > Pipeline Data Importer > Manage Filters.
  3. A side panel will open for you to log into your Pipeline account when prompted.
  4. Select a saved list(or filter) you want to import into the current sheet.
⚠️ Note: Each sheet supports one list/filter. Importing a filter or refreshing data will clear all existing data on that sheet. Place formulas, charts, and graphs on a separate sheet.

💡 Tip: Click Refresh list of filters if you don't see a recently created filter. Click Refresh Data to update all sheets at once.



FAQs
Can I update Pipeline data from Google Sheets?
No. Changes made in Google Sheets do not sync back to Pipeline.

Will the add-on work on a protected sheet?
No. The sheet cannot be protected (locked) for the add-on to function.

Need help? Contact support at [email protected]. 
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