Excel Add-In for Pipedrive
Read, Write, and Update Pipedrive from Excel
The Pipedrive Excel Add-In is a powerful tool that allows you to connect with live Pipedrive data, directly from Microsoft Excel. Use Excel to read, write, and update Pipedrive 0, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
Install the Add-In, configure your Pipedrive connection, and go!
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Your Pipedrive Data, Your Way!
The Excel Add-In for Pipedrive provides the easiest way to connect with Pipedrive data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Pipedrive tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.
Bi-Directional Access To Live Pipedrive Data From Excel
The Excel Add-In for Pipedrive is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.
Easy-To-Use, Straightforward Configuration:
- Install the Add-In
- Login with User & Password
- Select Tables
Installing the CData Pipedrive Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Pipedrive data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.
Select Tables and Columns
Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Pipedrive Data.
Pipedrive Data With The Full Power of Excel
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete Records.
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Frequent Pipedrive Excel Connectivity questions
Common questions about integrating Pipedrive with Microsoft Excel.
How do I connect Pipedrive to Excel?
The Pipedrive Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the Pipedrive Excel Add-In creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection to any data source. Once the Pipedrive Excel integration is configured, just select a table from Pipedrive and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export Pipedrive to Excel?
Configuring a Pipedrive export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The Pipedrive Add-In provides live direct connectivity to Pipedrive and does not require a Pipedrive Excel export. Simply click the Refresh button from the Excel Pipedrive plugin and the tool will download Pipedrive to excel instantly.
Is it possible to edit Pipedrive data from Excel?
Our integration enables live, bi-directional access to Pipedrive data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Pipedrive — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. Your 30-day free trial of the Pipedrive Excel Connector will begin as soon as you have downloaded the Pipedrive Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Pipedrive Excel Connector.
Start your trial today: Pipedrive Excel Add-In free download.
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Download the Pipedrive Excel Add-In
Building custom dashboards & reports that connect with live Pipedrive data has never been easier. Download the CData Excel Add-In for Pipedrive now, and get connected.
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