How to export your data from Teamopipe
Your data is never locked into Teamopipe. You can export deals, contacts, and organizations to CSV at any time, on any plan — whether you're backing up, building a report, or leaving. Here's every export path.
Export deals from a pipeline
- Open the pipeline.
- Click the three-dot menu in the top right.
- Select Export to CSV.
The file includes every deal in that pipeline with all fields — system fields (name, stage, assignee, dates) and custom fields. Deal comments can be exported separately from the same menu. Repeat per pipeline if you have several.
Export contacts and organizations
Open the Contacts or Organizations section in the left sidebar and use the Export option. If the button is greyed out, the self-service export may not yet be available in your extension version — reach out via the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact and we'll prepare a manual export, typically within one business day.
Automated exports via the API
If you need exports on a schedule — say, pulling pipeline data into a Google Sheet or BI tool every week — the REST API supports CSV export for deals, contacts, organizations, and tasks. See "API access — getting your key and what you can do with it".
Exporting before leaving
If you're closing your account, export everything first — account deletion is permanent and removes all data from our servers within 1–2 business days of your request. Data export is also your right under GDPR; see "GDPR, data storage, and privacy" for the full picture.
If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.