How to export Data from Pipedrive to Google Sheets


Updated: September 24, 2022


Learn about tools to help you automatically export data from Pipedrive to Google Sheets, Microsoft Excel, Google BigQuery at a pre-decided frequency.

Introduction

Time and again, as a business founder or sales manager or director, you’d want to export data from Pipedrive to Google Sheets or Excel. The reasons could be many:

  • back up your CRM data periodically to Google Drive or Google BigQuery
  • run some quick analyis on the data in Google Sheets, MS Excel, BigQuery
  • advanced reporting in Google Sheets or Tableau to analyze performance
  • develop dashboards in Tableau or Google Data Studio to monitor the health of your business

Depending on your particular requirement, one or many of the following options will work for you.

Manual Export of Pipedrive Data to Google Sheets

Exporting Data from Pipedrive

Downloading Deals data manually from Pipedrive is the easiest option. You just have to navigate to the Exports tab in Pipedrive. Currently, this page resides under More in the left pane.


Step 1: Simply click on Deals, and then CSV.

Data Export tab in Pipedrive


Step 2: Pipedrive will start creating a CSV for download.

Exports in progress in Pipedrive


Step 3: Once done, you can then click the Download button to download the CSV to your local computer.

Exports available for downloading


Importing Data in Google Sheets

Once the data is downloaded to your local machine, you can import it in the Google Sheets document by following the steps outlined below:


Step 1: Go to cell A1 in the Deals tab in the Google Sheets document holding this Deals data.

Step 2: From the File menu in Google Sheets, click on Import. Under the Upload tab, navigate to the downloaded Deals data and upload it.

Step 3: Once uploaded, you will see the following options. Select 'Replace data at selected cell'.


Importing a CSV file to Google Sheets


Manual Export of Pipedrive Data to Google Drive

Completing the steps in the above option may seem like a humongous task. But it is not. Once you get used to it, takes less than 5 minutes to refresh the data.


But we can bring it down to 3 minutes.


The only difference here is that the data will be exported as CSV to Google Drive directly.


Enter Google Drive File Stream.


Step 1: Download Google Drive File Stream to your Windows PC.

Step 2: Add your Deals.csv file to a folder in your Google Drive.


Now, every time you want to refresh the data, you only have to complete the first step in the previously described process. In the last step, simply overwrite the Deals.csv file in your Google Drive folder on your Windows PC.

Export Pipedrive Data to Google Sheets using Coupler.io


Coupler.io, a Railsware company, recently launched a similar offering.


Coupler, like Flatly, allows you to create bots that regularly export data from Pipedriveto a Google Sheets workbook. Other data destinations that Coupler supports are Microsoft Excel and Google BigQuery.


I have previously written about setting up a data pipeline for Pipedrive using Coupler in considerable detail.


I have described the process of setting up automation in Coupler.io to export Pipedrive data to Google Sheets below.


Coupler's pricing plans are listed below. If you sign up, sign up for the annual plan to save 25%.



Export Pipedrive Data to Google Sheets using Flatly.io

Flatly.io was one of the first tools I explored to automatically download the data from Pipedrive on a set schedule. However, I needed an option to export the data with 'pretty' column names, instead of system column names. I may have missed out on checking out a few other options, but you may give it a try.


With Flatly.io, you can set up an automation to download the data from Pipedrive at a pre-defined frequency. This data can be written to a Google Sheets document, or directly to a Google Drive as a CSV. Flatly supports all these data destinations.


Flatly's pricing plans are listed below.


Summary


Of all the options that I have evaluated, Coupler.io seems to be the best option as detailed in the above steps. You can export Pipedrive data to Google Sheets, Microsoft Excel, or Google BigQuery. This data can then be analyzed directly in Google Sheets, MS Excel, or be read into BI tools like Google Data Studio or Tableau to build powerful reports and dashboards that will help grow your business.

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