CRM

Pipeliner Data Extractor

Vern's Pipeliner extractor imports a new user's full Pipeliner — contacts, accounts, products, and leads — into your product as clean, normalized tables. It's built for teams onboarding customers off Pipeliner: pull their records at signup so they land in your app with their history already in place, no manual export and no API plumbing on your side.

Start migration

Browse all extractors

Pipeliner

SaaS API (REST)

Managed auth, retries, and throttling

Normalized JSON, CSV, and DB-ready output

Cleaned JSON, CSV, and DB-ready output

Export coverage

Know exactly what Vern pulls before you migrate.

Objects Vern extracts

Vern extracts the full set of queryable Pipeliner objects (24 total), including: Accounts, Activities, Clients, Cloud Objects, Contacts, Data, Entities, Entity Fitnesses, Entity Scorings, Fields, Forecasts, Form Views, Lead Oppties, Leads, Memos, Notes, Oppty Product Relations, Pipelines, Products, Profiles, Quotes, Reports, Steps, and Tags.

Output schema

Normalized JSON per object with referential keys preserved, so the relationships between your user's records survive the import. Timestamps are returned in ISO 8601. Delivered as JSON or CSV, or loaded straight into your own application database or pushed to your API — whatever your product expects.

Where it can land

Your own application database (Postgres, MySQL), a direct push to your API or webhook, or JSON/CSV files, plus another crm system (AgileCRM, Apptivo, Capsule CRM) when a user is switching tools.

Source details

Built for the source type shown above, with extractor content refreshed from the collection record.

Managed by Vern

The details you normally have to build yourself.

Authentication

Basic authentication (username + password / secret). Your user connects their Pipeliner account once; Vern stores the credential encrypted and signs each request.

Pagination

Vern detects and handles Pipeliner's paging model (cursor, page-number, or offset) internally and returns one consistent, de-duplicated result set — so you import a user's complete data without ever managing page tokens.

Rate limits and gotchas

Pipeliner enforces its own API rate limits. Vern queues and throttles requests internally so importing a new user's data never trips a 429 — even on a large account.

Basic-auth sources transmit credentials on every call and often lack granular scopes, so have your user connect a read-only account where possible. Vern stores the credential encrypted and never logs it.

API quickstart

1. Create a migration for Pipeliner
curl -X POST https://app.vern.so/api/v1/migrations \
  -H "x-api-key: $VERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Pipeliner → Postgres", "source": "Pipeliner" }'
→ { "migration_id": "mig_..." }
2. Generate the extraction recipe (pulls live via the Pipeliner API)
curl -X POST https://app.vern.so/api/v1/migrations/$MIGRATION_ID/runs \
  -H "x-api-key: $VERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "kind": "generate", "extract_via_api": true }'
3. Run the approved extraction
curl -X POST https://app.vern.so/api/v1/migrations/$MIGRATION_ID/runs \
  -H "x-api-key: $VERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "kind": "execute" }'
4. Download the normalized CSV export
curl https://app.vern.so/api/v1/migrations/$MIGRATION_ID/exports/{template} \
  -H "x-api-key: $VERN_API_KEY" -o pipeliner_export.csv

A cleaner way to extract without rebuilding source-specific plumbing.

View docs

Common questions

Can I keep a user's Pipeliner data in sync after the first import? Vern supports re-running an import on demand; incremental change tracking depends on what Pipeliner's API exposes for each object.

Can I move a user from Pipeliner to AgileCRM? Yes — Vern normalizes the Pipeliner data model into typed tables that map cleanly onto AgileCRM and into your own product.

What does it cost to read the Pipeliner API? Pipeliner's own API access follows Pipeliner's pricing/plan; Vern is billed separately per import. Check Pipeliner's developer docs for their current limits.