Solve the most common problems that come up when exporting data from Pipeline CRM.
I don't see an Export option
Exporting is permission-controlled. If the export button isn't visible, your account admin needs to enable it for you.
- Ask your admin to go to Settings > Users > Active Users.
- Find your user profile and enable the export permission.
My export didn't download right away
Exports with more than 100 records don't download instantly — Pipeline CRM emails you a download link when the file is ready. Check your inbox for an email from Pipeline CRM.
If you don't see the email, check your spam or junk folder. If it's still not there, contact support.
I can't export as a PDF
PDF export is only available for lists of 100 records or fewer. If your list is larger, export as a CSV instead.
Tip: Apply filters before exporting to bring your list under 100 records if you need the PDF format.
My CSV export isn't formatting correctly
If every column lands in a single cell, your column separator doesn't match what your spreadsheet app expects. Pipeline CRM exports in UTF-8, which can conflict with European locale settings in Excel.
Fix 1 — Match your separator in Pipeline CRM:
- Click My Profile in the top-right corner and open the General tab.
- Scroll to CSV Column Separator.
- Set it to the character your spreadsheet app expects — a comma in most US locales, a semicolon in many European ones — then export again.
There's no single correct value here. If commas aren't working for you, try a semicolon; the right setting depends on your regional settings.
Fix 2 — Import the file manually into Excel:
- Open a new Excel workbook and click Get Data > From Text/CSV.
- Select your CSV file.
- In the Text Import Wizard, choose UTF-8 encoding and follow the prompts.
I can't export the Activities column from a list view
The Activities column shows a full history of logged activities and comments — that format doesn't convert cleanly to a spreadsheet, so it's excluded from list view exports.
To export activities, use the Activity Report.
Need help? Contact support at customercare@pipelinecrm.com.