The 2-minute export guidesDraft
Export your deals as a plain CSV
About 2 minutes
The steps
From any other CRM, or a spreadsheet you keep by hand.
- One row per deal, from the last three years.
- Columns: Company, Value, Currency, Status (open, won or lost), Stage, Created date, Closed date, Last activity date, Lost reason. Optional: Deal ID, Pipeline, Next activity date.
- No names, emails or phone numbers are needed. If the sheet has them, leave them: the page removes them before sending.
- Excel: File → Save As (or Save a Copy) → CSV UTF-8 (Comma delimited). Google Sheets: File → Download → Comma-separated values (.csv).
- Drop the file on your private link.
An Excel file? Save it as CSV first, as in step 4.
What happens to the file
Drop the file on your private link. Your browser keeps what we need, removes the rest, and shows you the list before anything is sent.
Menu names can differ by plan, language and version. Each step is checked in a demo account before this guide goes live.