How To Export A Streak Pipeline

To export your Pipeline's Column data:

  1. In the Pipeline toolbar click on the More dropdown
  2. Then select Export Boxes to CSV button, to begin the download
  3. 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.

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