Pipeline CRM

    Export Data as CSV or PDF

    Export your companies, deals, people, activities, and agenda items as a CSV or PDF — for backups, sharing, or analysis outside Pipeline CRM.

    Before you start: Exporting is permission-controlled. If you don't see the export option, ask your admin to enable it under Settings > Users.

    What you can export

    • Companies
    • Deals
    • People
    • Activities
    • Agenda (tasks and events)

    Choose which columns to export

    Only the columns visible in your list view are included in the export, so set your view up first.

    1. Click the Columns icon.
    2. Check or uncheck columns until the view shows exactly what you need.

    For more on filtering and saving views, see Customize and Save List Views.

    Export your data

    1. Go to the section you want to export — Companies, Deals, People, Activities, or Agenda.
    2. Set your filters and adjust your columns.
    3. Click the three dots (•••) in the top-right corner.
    4. Select Export as CSV or Export as PDF.

    Export limits to know about

    Limit

    What it means

    PDF: 100 records or fewer

    Export as PDF is only available for lists of 100 records or fewer. Filter your list down, or export as CSV instead.

    CSV over 100 records

    The file doesn't download instantly — Pipeline CRM emails you a download link when it's ready.

    Visible columns only

    Anything hidden in your list view is left out of the file.

    Activities column

    The Activities column can't be exported from a list view. Use the Activity Report instead.

    Can't find the export option?

    Exporting is permission-controlled. If the button isn't there, your account admin can enable it in the Users section under Settings.

    Need help? Contact support at customercare@pipelinecrm.com.