How can I export deals?

Which subscription do I have?

You can export deals as a .csv file using the 'Export' button. This way, you can use the data outside your MailBlue account. Please note that a user must have the correct permissions to export deal data. All standard deal fields, as well as any custom deal fields, will be included in the export. In this article, you will learn how to export this data.

Parts of this article

Export all deals from a pipeline

  1. Click on the 'Deals' tab in the menu and select the pipeline from which you want to export the deals. (you can also filter by deal owner, status, tags, or add your own filter. All deals remaining in the overview will be exported)
  2. Click on the gear icon next to the pipeline name, and click on 'Export'

The download of the .csv file will start immediately. You can leave the page in the meantime. Once the export is ready, you can download it under the 'Import/Export Status' section. The download link will be available for 30 days.


Here you can also see an overview of previous exports that have been made.

Create an export of all deals

You can also create an export of all deals you have access to in the MailBlue account, regardless of the pipeline or status.

  1. Click on the 'deals' tab in the menu and select the list view on the right (three horizontal lines)

  1. Select 'All pipelines', set status to 'All', and do not add any further filters
  2. Now you have an overview of all deals in your account. Click on the gear icon in the top left and click on 'Export'

You can find and download the export under the 'Import/Export Status' section in the menu. The download link will be available for 30 days.

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