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Sync Your Pipeline Data to Excel

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Maria Herrell
Updated 2 weeks ago
The Pipeline Data Sync add-in pulls data from your Pipeline CRM saved lists directly into Excel. Each worksheet can display a different saved list, and you can set data to auto-refresh hourly or update manually. This is a one-way sync—changes made in Excel won't update your Pipeline account.

Before you start:
  • Excel 2016 or later, or Microsoft 365 (including Excel for the web)
  • Permission to install Office Add-ins (check with your IT department if you don't see this option)
  • API access enabled for your Pipeline account
  • At least one saved list in Pipeline
💡 Tip: Don't have any saved lists yet? Create filtered views in Pipeline under People, Deals, Companies, Activities, or To-Dos and save them first.

Install the Add-in from Pipeline
  1. Click your Profile Icon > My Profile > Integrations.
  2. In the Excel Reports & Dashboard tile, click the Download Plugin button.
  3. Sign in to your Microsoft account in the Microsoft Store.
  4. Follow the prompts to complete installation.

Install the Add-in from Excel
  1. Open Excel and go to Home > Add-ins > Get Add-ins 
  2. Search for Pipeline Deals Data Sync.
  3. Click Add and sign in with your Pipeline credentials.

Import a Saved List
  1. Open Excel and click the Pipeline logo on the Home tab.
  2. Select a saved list from the dropdown menu (organized by People, Deals, Companies, Activities, and To-Dos).
  3. Choose whether to auto-refresh hourly or update manually.
  4. Click Import.
⚠️ Note: Refreshing data clears all existing content on that worksheet. Always build dashboards, charts, and pivot tables on a separate tab that references your data tab.


Need help? Contact support at [email protected]. 
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