Find and export
your Pipedrive data.

1. 1Use a global admin account with visibility over the records in scope.
2. 2Open an unfiltered Deals list and inspect its summary count.
3. 3For other item types, export the full relevant list and count its rows, excluding the header.
4. 4Keep separate counts for leads, people, organizations, activities and notes before calculating a total.

Report in records, naming the item types in the total. Describe associated notes and files separately.

Use the earliest creation date in the exports for the years covered and include the active account users.

1. 1Open the account menu and select Tools and apps → Export data.
2. 2Choose an item type and CSV or Excel, then start the export.
3. 3Download the file from Generated exports using its cloud icon.
4. 4Repeat for each relevant item type and retain the identifiers linking records together.

Pipedrive keeps generated exports available for 28 days. List-view exports reflect the filters and visibility used.

Check the content of the Files export and collect actual file contents separately where needed.

Deals and their activities can show the follow-up that accompanies a sales pipeline. Notes add context about what happened between stage changes.

Links between people, organizations and opportunities help relate each action to the customer involved.

Choose the pipelines, item types and fields to include. Exclude confidential notes or third-party files as needed.

Telegraph Lab reviews the proposed material with you and agrees how sensitive information will be handled. Preparation can include excluding material, redacting details and replacing personal identifiers. Your company keeps ownership; the licensing agreement defines the material, permitted uses and authorized recipients.