How To Export A Streak Pipeline
To export the custom data of a Pipeline:
- In the Pipeline toolbar click on the More dropdown
- Then select Export Boxes to CSV button, to begin the download
- Once the file has down downloaded, the CSV file can be opened in a spreadsheet editor such as Google Sheets
Please note that exporting your Boxes to a CSV file will export all data visible from the Pipeline spreadsheet view, but will not export the Box's content including: emails, files, Tasks, Call Logs, Meeting Notes. Additional Box data can be accessed and saved using Streak's API.