Pipedrive deals export
An XLSX/CSV exported from a filtered Deals list, assumed to be a plain list of deal values. Its Value column is per-deal-currency, its status vocabulary hides a deleted/lost split, and its timestamps carry a timezone the raw API does not.
The shape, how the file is really laid out
One row per deal. Columns typically include Title, Value, Currency, Status
(open / won / lost / deleted), Stage, Pipeline, Owner, Add time, Update time, Won
time, Expected close date, Probability and a Weighted value. Value is stored in
the deal's own currency, held in the separate Currency column; Weighted value is
Value x Probability. The app displays and exports times in the company/user
timezone even though the underlying API returns UTC, so "Won time" in the file
is local wall-clock, not UTC. When products are attached, deal Value may be set
to sum from products or entered by hand.
The traps
Summing Value across rows adds mixed currencies unless every Currency cell is identical, a "$2,300,000 pipeline" can be dollars plus euros plus pounds added as if one unit.
- Every trap in this export, worked through
- The reconciliation anchor, the total the file asserts about itself
- The refusal cases, when to stop and ask instead of guess
Reference: Pipedrive Knowledge Base "Exporting data from Pipedrive" · Pipedrive deal fields (value / currency / weighted value / status) and timezone/UTC API documentation