There may be occasions when the need to export data from Pipeliner arises, such as if you’re putting together an offline presentation that makes use of your Account records data, or if you’re integrating a 3rd-party tool that allows data imports via a CSV file. Exporting data is a very easy, intuitive process in Pipeliner, whether you’re looking to export your Accounts, Contacts, Leads, Opportunities, Archives, Quotes, or Reports.
NOTE: Export rights in Pipeliner will be determined by your Administrator. If you don’t see options for exporting data when logged into Pipeliner, please contact your Administrator so that they can update your Role settings.
How to Export
For the purpose of demonstration, we’ll be referencing Accounts for the duration of this article. You can simply apply the same steps to any other entities that you’d like to export.
To begin, navigate to "Accounts" in the Pipeliner navigation bar and then select the "List View". ⤵
You will also want to be certain that you’ve selected all of the fields that you’ll need to capture within your export by using the field selector in the upper-right corner of the screen. ⤵
NOTE: Your export list can further be refined using the Power Panel to create a filtered list of results, which can then be saved as a profile for future use.
Next, you can either individually select Accounts from the list and only export those selected records, or you can tick the master checkbox in the top-left corner of the list to select all records. ⤵
Once you have selected your records, click on the "Export" button at the top of the list and select which type of file you require for your export — CSV/XLSX or VCF. In our instance, we will be exporting into a CSV/XLSX file. ⤵
You will next either select "Excel Workbook (XLSX)" or "Comma Separated Values (CSV)" for your file format. We’re opting for a CSV file, given that this is the most universally recognized file type for subsequently importing data into another system. Please note that with CSV files, you’ll be presented with options for determining the character encoding, enclosure type, as well as the field separator. Once you’ve established those settings, click on the "Export" button. ⤵
The exported file will then be saved to your preferred Downloads folder on your computer and, depending on your web browser, the option to open the file will be visible within the Downloads bar on your screen. The position of the Downloads bar will vary from one web browser to the next. In our instance, we’re using Chrome. ⤵
When opting to export data directly from an entity recordset in Pipeliner (such as Accounts) you will note that there is currently a limit of 20 fields that can be selected for export. Once you’ve reached this limit, remaining field checkboxes will be greyed out. ⤵
To get past this limitation, you can instead opt to export data via the Reports feature. Reports not only allow you to select an unlimited number of fields, but you can also cross-bind entities (such as email correspondence, tasks and appointments) that are linked to your Leads, Opportunities, Accounts and Contacts in order to export those entities as well. ⤵
To complete your export in Reports, click the “Export” button at the top of the screen. ⤵
Just as with an export from an entity screen, you will be presented with options for your file type and other options when exporting from a Report. In this instance, we’re going to stick with an Excel Workbook (XLSX) and export the full report. ⤵
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