Export Deals to CSV

Updated August 2026

You'll learn how to: Download every active Deal from the workspace you currently have open.

Time: 30 seconds for small lists. Large lists are downloaded in batches and can take longer.

Steps

Open Revenue in the sidebar.
On the toolbar's far right, click the … menu.
Click Export Deals CSV.
A .csv file downloads with a filename like nynch-deals-2026-07-30.csv.

What the file contains

The file uses a stable Deal-specific schema: title, stage, outcome, value, currency, probability, linked record IDs, service, dates, next action, retainer fields, tags, source and timestamps.

It includes all active, non-deleted Deals in the workspace you currently have open. It does not follow the current table filters, owner filter, sort order or visible-column settings.

This is a Deal-record export, not a complete workspace backup. Activities, notes, messages, meetings, proposals, custom fields and other owned data are not included yet.

Common report patterns

Quarterly review: export, then filter the spreadsheet to Deals won or lost in the last 90 days.
Stalled pipeline report: export, then filter the spreadsheet by stage and last activity.
Backup: keep a regular copy of all active Deals.
Hand-off: use the exported linked record IDs to reconcile Deals with People and Companies.

Included fields

Deal title and record ID
Stage, stage type and outcome
Value, currency and probability
Company and primary-person record IDs
Description, service and engagement type
Close, outcome and next-action dates
Retainer fields
Tags, source and timestamps

The export schema is fixed, so changing visible table fields does not change the file.

Get the report into another tool

The exported CSV opens in Excel, Google Sheets, Numbers or another data tool. You can use it for pivot tables, dashboards or a manual weekly report.

If something goes wrong

Symptom: "Export menu item is missing." → Fix: Return to the Deals records view and open the … menu.
Symptom: "There are no active records to export." → Fix: Check that you have the intended workspace open and that it contains active Deals.
Symptom: "Export is missing data I expect." → Fix: This is a standard Deal-record export. It does not yet include custom fields, activities, notes, messages, meetings, proposals or deleted records.
Symptom: "Export failed." → Fix: The app will show the database error. Check your connection and try again. no partial file is downloaded.

FAQ

Q: How do I export deals to csv? Download every active Deal from the workspace you currently have open.

Q: Where do I start in Nynch? Open Revenue in the sidebar.

Q: How long does this take? About 30 seconds for small lists. Large lists are downloaded in batches and can take longer.

Q: Export menu item is missing? Return to the Deals records view and open the … menu.

Q: There are no active records to export? Check that you have the intended workspace open and that it contains active Deals.