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
- Click your Profile Icon > My Profile > Integrations.
- In the Excel Reports & Dashboard tile, click the Download Plugin button.
- Sign in to your Microsoft account in the Microsoft Store.
- Follow the prompts to complete installation.
Install the Add-in from Excel
- Open Excel and go to Home > Add-ins > Get Add-ins
- Search for Pipeline Deals Data Sync.
- Click Add and sign in with your Pipeline credentials.
Import a Saved List
- Open Excel and click the Pipeline logo on the Home tab.
- Select a saved list from the dropdown menu (organized by Companies, Deals, People, and Agenda).
- Click Refresh Data and choose whether to auto-refresh hourly or update manually.
⚠️ 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 customercare@pipelinecrm.com.