Pipedrive's API returns custom fields as 40-character hashed keys and dropdown values as numeric IDs, not labels, which makes raw pulls harder than expected.
Getting Pipedrive data into Excel is straightforward when you use the list-view export, but the raw API hides two surprises that catch people out: custom fields arrive under 40-character hashed keys rather than their display names, and dropdown values come back as numeric option IDs rather than the labels users see in the UI. The list-view export avoids both problems because it uses readable headers, but it is a frozen snapshot of the filtered view. Here are all three methods, with the tradeoffs laid out clearly.
Method 1: List-view export (the quick path)
Open the Deals (or Contacts, Organizations, or other object) list view in Pipedrive. Apply any filters you need, then look for the export option in the top area of the list. Depending on your plan, this may appear as a three-dot menu or an explicit Export button. Choose XLSX or CSV. The file downloads directly, with readable column headers matching what you see in the Pipedrive UI.
The export includes the columns visible in the current list view, so add any custom fields you need to the column display before exporting. You can customize the columns by clicking the column settings icon in the list header.
The catch: the export captures the filtered view as it stands at the moment of export. It is a static snapshot. If you need the same report tomorrow with updated deal values, you re-export. There is no built-in way to refresh an existing Excel file from Pipedrive's UI.
Method 2: Pipedrive API via Power Query (Windows Excel only)
Pipedrive has a REST API that returns deals, contacts, organizations, and activities in JSON format. You can reach it from Excel for Microsoft 365 on Windows using Data, Get Data, From Web and passing your Pipedrive API token as a header. The base endpoint for deals is https://api.pipedrive.com/v1/deals and results are paginated at 100 records per request.
The catch: two significant issues make the raw API harder to use than the list-view export. First, every custom field arrives under a randomly generated 40-character hash key, for example dcf558aac1ae4e8c4f849ba5e668430d8df9be12. You need to fetch the field definitions from the /dealFields endpoint and join them to your data to get readable column names. Second, dropdown custom fields return the numeric option ID rather than the label. Converting option IDs to labels requires fetching the field definition's options array and matching by ID in Power Query or Excel. Handling pagination and these two lookups in Power Query M requires meaningful technical effort. This approach also only works in Excel on Windows.
Method 3: Brooked for Excel (resolved fields, Mac and web Excel supported)
Brooked for Excel connects to Pipedrive, resolves custom field names and dropdown option labels before the data lands in the worksheet, and keeps the data current on a schedule. It runs inside Excel's ribbon and works in Windows desktop, Mac, and Excel on the web, covering the platforms that Power Query's Pipedrive approach cannot reach.
Honest framing: Excel support is in beta. Manual imports and the AI analyst work today; scheduled refresh is rolling out through the beta. The Google Sheets version of the same connector is fully live, so the Pipedrive connection itself is mature.
Setting up the Pipedrive connection
Open Brooked in the Excel ribbon, choose Pipedrive as the source, and authenticate. Pick the object (deals, contacts, organizations, or activities), choose the fields you want including any custom fields, and import into the active worksheet. Custom field names and dropdown labels appear as they do in Pipedrive's UI, with no hashed keys.
Brooked AI, PipedriveMethod comparison
| Method | Cost | Works on | Refresh | Best for |
|---|---|---|---|---|
| List-view export (UI) | Free, any plan | Any Excel | Manual re-export | Quick snapshot of the filtered view |
| API via Power Query | Included in Microsoft 365 | Windows Excel only | Manual or scheduled via Power Query | Developers who can handle hashed field keys |
| Brooked for Excel | Free during beta | Desktop, Mac & web Excel | Scheduled (rolling out in beta) | Resolved field names and labels, no coding |
What sales teams build with this
- Weekly pipeline snapshot: open deals by stage, value, and expected close date
- Stage conversion analysis: deals entering and exiting each stage over a given period
- Rep leaderboard: deals won, value closed, and average deal size per owner
- Activity report: calls and emails logged per deal for the current month
- Lost deal analysis: reasons and deal values for deals marked lost this quarter
Troubleshooting common issues
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- How to Connect Pipedrive to Google Sheets
Frequently asked questions
How do I export Pipedrive deals to Excel?
Open the Deals list view in Pipedrive and apply whatever filters you need. Click the three-dot menu in the top right (or look for the Export option depending on your plan) and choose Export data. You can export as XLSX or CSV. The export includes the columns visible in the current view, so add any custom fields you need to the list view before exporting. The resulting file downloads directly rather than being delivered by email.
Does Pipedrive have a native Excel add-in?
No. Pipedrive does not publish an official Excel add-in. There is a Pipedrive integration for Google Workspace and various third-party connectors, but nothing that installs into Excel's ribbon and refreshes data automatically. For live data in Excel, the options are Power Query against the Pipedrive API or a connector like Brooked.
What are the hashed custom field keys in Pipedrive?
Every custom field in Pipedrive is referenced by a randomly generated 40-character hash in the API response, for example dcf558aac1ae4e8c4f849ba5e668430d8df9be12. This is the actual column name you get when pulling deals via the API. Pipedrive's own documentation describes these as looking like 'our office cat walked across the laptop'. To map them to readable names, you need to fetch the field definitions from the DealFields endpoint and join them to the data. The list-view export uses readable column headers; only the API returns hashed keys.
Why do dropdown values in Pipedrive exports show numbers instead of labels?
Pipedrive stores dropdown (enumeration) field values as integer option IDs internally. When you pull data via the API, these fields return the numeric ID rather than the label the user sees in the UI. To convert them to labels, fetch the field definitions from DealFields, find the options array for that field, and match the ID to the label in Excel using VLOOKUP or INDEX-MATCH. Connectors that resolve this for you save a significant amount of post-processing work.
Does Pipedrive export work on Mac and web Excel?
The list-view export downloads a file that opens in any version of Excel, including Mac and web Excel. The Power Query API approach is Windows-only inside Excel. Brooked for Excel works on Windows desktop, Mac, and Excel on the web.
Can I export all Pipedrive deals at once, not just the current view?
The list-view export respects whatever filters are applied. To export all deals, remove all filters from the view so it shows all records, then export. For very large pipelines with tens of thousands of deals, the export may take a moment to generate. The API is the more reliable path for full data pulls at scale, as it supports pagination and has no row display limit.
Is there a free way to get Pipedrive data into Excel automatically?
The list-view export is free on any Pipedrive plan and downloads directly without coding. Automatic refresh without re-exporting is where costs come in: Brooked for Excel is free during its beta. Zapier can automate row creation in an Excel Online workbook when deals change in Pipedrive, though the free Zapier tier limits the number of tasks per month. Power Query against the Pipedrive API is free if you have Microsoft 365 and can write M code, but it is Windows-only and requires meaningful setup time.
Get live Pipedrive data in Excel, with field names and labels resolved.
Brooked for Excel is in beta and free to try. Using Google Sheets instead? Read the Sheets version of this guide.
See Brooked for Excel →
