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Export your deals

You can export your deals and their attributes as a CSV file.

When updating your existing deals in bulk or associating them with existing contacts or companies, you need to provide the IDs of these deals. IDs are unique series of numbers and letters automatically created for each deal and can only be retrieved through an export:

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💡 Good to know
When importing a file that contains the ID of existing deals, they'll automatically be recognized by our system. If you don't include the ID of your existing deals in your import file, they won't be recognized by our system and will be created as new deals.

Export your deals

To export your deals:

  1. Go to Deals.
  2. From the mceclip0.png List view, select the deals that you want to export.
  3. Click Export
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  4. Select the attributes that you want to include in your export. The deal ID and name are selected by default.
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    💡 Good to know
    Activities on deals, such as notes, files, or emails, cannot be exported.
  5. Select the CSV field separator that you want to use.
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  6. Once you're done, click Export.
  7. Download the CSV file in your Notifications.
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⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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