{"id":7379,"date":"2024-02-21T17:17:19","date_gmt":"2024-02-21T15:17:19","guid":{"rendered":"https:\/\/www.imanta.io\/blog\/how-to-export-your-data-from-pipedrive-smart-scraping\/"},"modified":"2024-02-21T17:17:19","modified_gmt":"2024-02-21T15:17:19","slug":"how-to-export-your-data-from-pipedrive-smart-scraping","status":"publish","type":"post","link":"https:\/\/www.imanta.io\/en\/blog\/how-to-export-your-data-from-pipedrive-smart-scraping\/","title":{"rendered":"How to export your data from Pipedrive: Smart Scraping"},"content":{"rendered":"

Export from detail view<\/h2>\n

It is the easiest way to export all your information to a spreadsheet.<\/p>\n

To do this select the deal > deal details view > “…” > Export as XLS. <\/strong> <\/p>\n

\"1_from_the_view_of_details\" <\/p>\n

In this way, deals <\/strong> can be exported, <\/strong> including their details and information on persons or companies<\/strong> that have been associated with the deal.<\/p>\n

<\/p>\n

Export with the selection “Export data”. <\/h2>\n

This is also a very simple way to export the data. <\/p>\n

Go to your side action list and click on “…” and then on “Export data”. <\/strong> <\/p>\n

\"6_side_bar\" <\/p>\n

Select the data you want to export and the format:<\/strong> Excel or CSV. <\/p>\n

After that your files will be visible under “Exports available for download” <\/strong>plus the green “Download”<\/strong> button.<\/p>\n

\"7_export_options\" <\/p>\n

Remember that this option can be used by administrator users<\/strong>.<\/p>\n

<\/p>\n

Export from list view<\/h2>\n

With this formula you will be able to export customized reports of your deals, people, organizations or specific data you require. <\/strong> <\/p>\n

It is as simple as:<\/p>\n

Select the list view of your deals at the top of the screen.<\/strong><\/p>\n

\"2_views\"<\/p>\n

2. Filter the deals from which you want to download the information.<\/strong><\/p>\n

\"3_filter_deal\" <\/p>\n

3. Click on the tool symbol and filter the specific data you want to download for each deal.<\/strong><\/p>\n

\"4_filter_deal_data\" <\/p>\n

4. Click on “…” and select “Export filter results”.<\/strong><\/p>\n

\"5._export\" <\/p>\n

Ready!<\/strong> You already have the specific data for the specific deals you need. <\/p>\n

<\/p>\n

Increase the effectiveness of your way of working with Pipedrive<\/h2>\n

If you want to try Pipedrive 30 days free of charge<\/strong><\/a>enter this <\/a>promotional code<\/a><\/strong> in Pipedrive when you create your account: pdp-vilarroig.<\/strong> And to create the account, follow this link<\/a>.<\/strong> You can also contact us<\/strong><\/a> to help you in choosing or accelerating the use of Pipedrive if you are already using it.<\/p>\n

\"pipedrive_free_test_by_imanta\" <\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

With Pipedrive it is possible to export the specific data you need from your offers and negotiations in a simple and fast way.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[124,125],"tags":[],"class_list":["post-7379","post","type-post","status-publish","format-standard","hentry","category-pipedrive-en","category-pipedrive-functionalities"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7379","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/comments?post=7379"}],"version-history":[{"count":0,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7379\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media?parent=7379"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/categories?post=7379"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/tags?post=7379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}