In today’s fast-paced sales environment, the value of your CRM dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. shouldn’t be trapped inside one system. Pipeliner CRM’s Export Data feature is your key to instant data mobility, empowering you to integrate, analyze, and present your critical sales intelligence without limits.

Stop wrestling with clunky processes. Get your Accounts, Leads, Opportunities, Contacts, and Reports out of Pipeliner CRM and into the world—in seconds.

Export data into Pipeliner CRM

The Freedom to Connect and Compete

We know your sales data needs to travel. That’s why we’ve engineered Pipeliner CRM to offer Universal File Formats, ensuring seamless integration with virtually any third-party tool, analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). platform, or legacy system. Effortlessly transfer your data using the universally recognized CSV and XLSX (Excel) formats.

Do you need to pitch to an executive team in person? You have Instant Offline Access. Export your latest AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. records or sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. data instantly and confidently present up-to-the-minute metricsMetrics Metrics  are quantities that are measured and used to:, no Wi-Fi required.

Export CRM data

The Power of Admin Control and Visibility

Your data security and integrity are paramount. Pipeliner CRM gives your Administrator granular control over who can export data, ensuring only authorized personnel can mobilize sensitive information. When an export is performed, your Admin can:

  • View a complete Export History log showing exactly who exported data, when they did it, and which entities (e.g., Accounts, Opportunities) were involved.
  • Instantly view and download the file created in the last export, providing immediate transparency and an extra layer of access control.
  • Manage Storage Quotas for exported files to keep your system lean and organized. You can set the number of exports to retain and the maximum retention time.

This level of oversight protects your valuable sales intelligence while empowering your team with the data they need.

Export with Surgical Precision

Don’t waste time cleaning up unnecessary data. Pipeliner CRM helps you achieve zero clutter and maximum relevance by giving you complete control over your export list.

  • Precision Filtering: Use the powerful Power Panel to filter your entity lists with surgical precision. Export only the exact records you need, eliminating manual cleanup.
  • Intuitive One-Click Workflow: Exporting any entity (Leads, Accounts, Opportunities, etc.) follows an identical, intuitive process. Select your records, click “Export,” and then choose your desired format. It’s a quick, time-saving, focus-gained workflow.

Export Every Field, Every Time

Forget the frustration of choosing between “essential” fields. Pipeliner CRM eliminates the guesswork, ensuring your exported file contains every piece of data you need from your selected records, including:

  • Standard fields (e.g., Account Name, Phone, Email)
  • Your custom-built fields
  • Fields from the Power Panel that you’ve used for filtering

This comprehensive inclusion provides a complete snapshot of your data every time, without requiring you to verify field selection.

Break the Barriers with Unlimited Reports

Many CRMs limit the number of fields you can export, forcing you to run multiple reports or miss crucial details. Pipeliner CRM eliminates this frustration with the Unlimited Reports Engine.

This is your path to 360° Data Views. Exporting via Pipeliner CRM Reports allows you to select an unlimited number of fields and, crucially, cross-bind related entities (like tasks, appointments, and email correspondence) that are linked to your core records. The result? A complete, all-in-one data file that gives you the holistic intelligence you need to make critical decisions.

Getting Started is Simple

While your Administrator controls export rights, the process itself is designed for maximum ease of use. Navigate to your desired List View (e.g., Accounts), use the field selector to choose the data columns you need, apply filters if necessary, and click Export. Whether you select a CSV for universal compatibility or an Excel Workbook (XLSX) for detailed analysis, your file is instantly downloaded to your computer, ready for action.

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Frequently Asked Questions (FAQ)

You have complete data mobility across all your core sales entities. You can export Accounts, Contacts, Leads, Opportunities, Quotes, Archives, and detailed Reports.

Pipeliner CRM supports the most universal formats for seamless integration and analysis:

  • Comma-Separated Values (CSV): Ideal for importing into other systems, data migration, and universal compatibility.
  • Excel Workbook (XLSX): Perfect for complex analysis, offline reporting, and presenting data in a structured spreadsheet format.
  • VCF (Virtual Contact File): Available for specialized contact exports.

Pipeliner CRM offers two powerful methods for comprehensive exports:

  1. Exporting from a List View (e.g., Accounts, Opportunities): We ensure you get a complete snapshot. When you export, your file includes all standard and custom fields associated with the selected records—not just the fields visible on your screen.
  2. Exporting via the Reports Engine: To export a comprehensive, unlimited data set, use the Reports feature. This powerful capability allows you to:
    • Select an unlimited number of fields (columns).
    • Cross-bind related entities (e.g., pull in linked emails, tasks, and appointments alongside the primary Account record) to ensure an accurate 360° data view in a single file.

You have complete control and precision over your data exports. Pipeliner CRM strongly recommends that you filter your data first for maximum efficiency.

  • Use the Power Panel to apply granular filters (by territory, userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service., stage, date, etc.).
  • Save that filtered list as a profile.
  • When you click the Export button, only the exact, filtered subset of records you see on your screen will be included in the file. This eliminates the need for manual data cleanup, saving processing time.

Export rights are determined by your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.).’s security and data governance policies, managed by your Pipeliner CRM Administrator through Role settings.

  • If you do not see the Export button, please get in touch with your Pipeliner CRM Administrator to update your Role settings and grant you the necessary permissions.
  • For Administrators: Pipeliner maintains a complete Export History log. Your Admin can view who performed the export, when it occurred, and which entities were exported. Admins can also view and download the latest exported file for auditing and management purposes.

Exporting to CSV or XLSX is an excellent, flexible, and manual method for one-time analyses, offline presentations, or data migration.

However, for ongoing, real-time analytics and BI tools (like Tableau, Power BI, etc.), we recommend leveraging Pipeliner CRM’s dedicated BI Feeder feature (available with certain editions). The BI Feeder is an advanced solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. designed for automated, scheduled, and structured dataStructured Data Structured data refers to highly organized information that can easily be added into, managed, and searched for in a database synchronization, providing a superior experience for live business intelligence integration

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