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Data guides

Pipedrive: see how much data you have, then export it.

Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.

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Pipedrive

CRM & sales

How to see how much data is in Pipedrive

  1. Sign in to Pipedrive as an admin
  2. Go to Settings → Company → Usage to see deal and lead usage
  3. Open Deals in list view with no filters and click the i icon for the number of deals
  4. Open Contacts → People and Organizations and note the record totals

There is no storage meter; record the number of deals, people and organizations, and note that files may also live in a connected Google Drive.

Pipedrive’s official instructions

How to get a copy of your Pipedrive data

  1. Sign in as a global admin
  2. Open the account menu (top right) → Tools and apps → Export data
  3. Choose the data type to export
  4. Pick CSV or Excel
  5. Download from Generated exports by clicking the cloud icon

Global admins can open the account menu → Tools and apps → Export data, pick a data type, and choose CSV or Excel. Files appear under Generated exports.

Activities, notes and files must be exported separately, and Google Drive files are not exported. Export files are kept for 28 days.

Pipedrive’s official export instructions

These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.