Short answer
There are four ways to get your data out, depending on what you want to analyze:
Leads Overview → Export to CSV — every Upwork job Lancer processed, with its status. Best for campaign / funnel analysis.
Pipeline → Export (list view) — your conversations and deals, by stage. Best for tracking what happens after a reply.
MCP — query your data in natural language from a tool like Claude Code or Codex (Beta).
API — pull data programmatically for your own dashboards.
Leads Overview → CSV (campaign & funnel data)
On the Leads Overview page, click Export to CSV (top-right of the table). This exports every job Lancer processed across your campaigns, each with its status — suitable, bid/contacted, viewed, replied, rejected, and so on. Apply the status and campaign filters first if you want a focused segment. This is the export to use if you want to analyze how your campaigns are performing at the job level (how many jobs were analyzed, bid on, viewed and replied to).
Pipeline → CSV (post-reply / deal tracking)
Switch the Pipeline to list view and click Export. This gives you your conversations and deals — stage, deal value, source and timestamps. Two things to know about what the Pipeline contains:
It's built from your connected Upwork account's inboxes — i.e. conversations that were started (a client engaged), each tagged by source: proposal, DM, or invite.
It tracks what happens after a conversation begins (stages, deal value) — it does not contain the upstream funnel counts (jobs analyzed, bids sent, proposals viewed). For that, use the Leads Overview export above.
MCP — query in natural language (Beta)
Lancer has an MCP server so you can ask questions about your data in plain English from a tool like Claude Code or Codex, without exporting anything. Set it up in Settings → Integrations → MCP (you'll get a connection URL and token). It's currently in Beta, so it can occasionally get things wrong — we'd genuinely love your feedback if you try it.
API — programmatic access
For custom dashboards or recurring pulls, create an API key in Settings → Integrations and use the endpoints in the Documentation tab there. See API, MCP, webhooks & integrations overview.
Which should I use?
Campaign performance / lead-level analysis → Leads Overview CSV.
Sales pipeline, deal value, what happened after replies → Pipeline CSV.
Quick ad-hoc questions → MCP.
Custom dashboards / automation → API.