How to Export Contacts from Pipedrive

This article will show you how to export your contacts from Pipedrive.

Exporting contacts from Pipedrive is a useful way to manage your data, share it with your team, or analyze it outside the platform. This guide will walk you through the steps to export user access data from Pipedrive, including user names, email addresses, last login times, permission sets, and visibility groups.

Step 1: Access the Users and Access Section

1. Log in to Your Pipedrive Account:
   • Begin by logging into your Pipedrive account using your credentials.
2. Navigate to Manage Users:
   • On your Pipedrive dashboard, locate the menu (usually on the left side of the screen).
   • Click on Manage Users to access the user management area.
3. Open Users and Access:
   • Within the Manage Users section, select Users and Access.

   • This area contains detailed information about each user in your Pipedrive account.

     

Step 2: Export User Data

1. Locate the Export Option:
   • In the Users and Access section, look for the option to export data. This is typically found as a button or menu option labeled Export.
2. Select Data for Export:
   • Choose the specific data you want to export, such as user names, email addresses, last login times, permission sets, and visibility groups.
   • You may have the option to select all data or customize the data set according to your needs.
3. Export to Your Desired Format:
   • Once you’ve selected the data, click on the Export button.
   • The data will typically be exported in a CSV or Excel format, depending on your selection.

Step 3: Access and Use Your Exported File

1. Download and Save the File:
   • The exported file will automatically download to your device.
   • Save the file to a specific location on your computer for easy access.
2. Open the File in Excel or Another Spreadsheet Program:
   • Double-click the downloaded file to open it in Excel or another compatible spreadsheet application.
   • You can now review, analyze, and share the exported user data as needed.

You can export users’ app access data by going to Manage users > Users and access.

This data includes:

• User name
• Email
• Last login time
• Permission sets
• Visibility groups