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Exporting your pipeline data allows you to analyze, share, or back up your information outside of Streak. This guide walks you through exporting your pipeline into a Google Sheet.
How to export your pipeline
1. In the pipeline toolbar, click on the 3-dot menu
2. Select Export from the dropdown
3. You can choose which pipeline view you want to export between:
Full pipeline
Selected boxes
4. You can select to export to a new Google Sheet or an existing Google Sheet which will open your Google Drive.
5. By default, only boxes (pipeline column data), contacts, and organizations are selected for the export.
You can also select to export the pipeline newsfeed, call logs/meeting notes, and tasks.
6. Once you’ve configured the exporter settings, click on Start Export. An email will be sent to your inbox shortly with a link to the Google Sheet. You can find it directly from your Google Drive as well.
Note: Exporting your boxes will export all data visible from the pipeline spreadsheet view, but will not export the box's content including: emails, files, and comments. Additional box data can be accessed and saved using Streak's API.
Pipeline transfer 🔄
If you want to move your Streak data from one email account to another, please reach out to us at support@streak.com or start a chat at the bottom right. Exporting your Pipelines won't be the ideal solution for switching accounts.
Scheduling pipeline exports
1. To schedule your exports on a recurring basis, select the Schedule export button:
2. You can enter in natural language to select the frequency:
3. Once you select the frequency and data you want exported, you can click on the Schedule button to create the scheduled export. An email will be sent to your inbox at the scheduled frequency with a link to the Google Sheet.
View and edit your export automation
To view the export automation, you can navigate to the Integrations & Automation sidebar and select the Mine tab.
The automation can be paused or deleted from the 3-dot menu when it's selected:
Note: The scheduling feature is only available on the Pro+ and Enterprise plans. The scheduled exports will always export the data to a new Google Sheet unless an existing Google Sheet is selected.