Overview
Getting your data out of HubSpot is just as important as getting it in, especially when you need to perform some custom analytics on it, share it with others, or even build some external business intelligence. While HubSpot CRM is incredibly powerful, sometimes what you need is the flexibility of something like a spreadsheet to really get down and dirty with your business metrics.
This guide breaks down the professional way to handle a HubSpot data export without losing critical information. We walk through the essential permissions you need and the precise steps to move your records into a HubSpot export CSV or Excel file. You’ll learn how to:
- Configure Export Options: Choosing between "all properties" or just your current view for cleaner data.
- Manage Specific Objects: How to export contacts from HubSpot, as well as deals and company records.
- Track & Download: Learn how to use the Import/Export feature to check the status of your export.
Whether you're looking to export HubSpot data to Excel for a quick audit or exploring how to export HubSpot to Power BI for advanced visualization, this walkthrough ensures your data remains accurate and actionable.
Leverage HubSpot’s data export functionality
Think about those moments when you need to paint a clear picture of your company's contacts or engagement statistics, but you need that data to be readily available in a more flexible format, such as a spreadsheet. Whether you're gearing up to analyse trends, prepare detailed reports, or share critical metrics with your superiors, having access to accurate and insightful data is crucial.
This is where HubSpot's data export functionality becomes your go-to tool.
Before we dive into the step-by-step guide, let's take a moment to understand why exporting contacts from HubSpot is so essential. If you want to maximise the value of your CRM data and reporting, explore our HubSpot consulting services. While HubSpot provides a comprehensive platform for managing your customer relationships, marketing efforts, and sales pipelines, there are instances when you need to step outside its interface to perform in-depth analysis or craft visually appealing reports. This is particularly relevant when you're preparing for a meeting with higher-ups or generating internal reports that require data visualisation or further analysis.
Now, armed with the context of why data export matters, let's embark on our journey of understanding how to harness this feature effectively.
Enabling Export Permissions
To export data from HubSpot, you must have the appropriate export permissions enabled for your user account. This is a crucial step to ensure that only authorised individuals can perform data exports. If you're unsure about your permissions, it's best to check with your HubSpot administrator or IT department. If you're just getting started with HubSpot setup and access management, read about the HubSpot onboarding process.
Steps to Export Data from HubSpot
Log In and Navigate to Contacts: First, log in to your HubSpot account. Once logged in, go to the ‘Contacts’ section by clicking on ‘Contacts’ in the navigation menu.
Select Contacts to Export: On the contacts page, you'll see a list of your contacts. Select the specific contact(s) you want to export. If you wish to export all contacts, simply select all. You can also apply filters to export contacts based on criteria such as country or status.
Initiate the Export: With the contacts selected, look to the top-right corner of the screen. Here, you'll find the ‘Export’ button. Click on this button to initiate the export process.
Export View Popup: After clicking the "Export" button, a popup window titled "’Export View’ will appear.
Configure Export Options:
- Recipient Email: The popup will show the email address where the exported file will be sent. Additionally, the exported file will be accessible in the notifications center.
- Total Contacts: Confirm that the displayed number of contacts to be exported is accurate.
- Select Export Format: Choose the format for the export file from the dropdown menu. Options include CSV, XLS, and XLSX.
- Properties to Export: Decide whether you want to export all properties associated with the selected contacts or just the properties visible in the current view. For comprehensive analysis, selecting "All properties on records" is recommended.
- Handling Multiple Email Addresses: HubSpot allows contacts to have multiple email addresses. Choose whether to include all email addresses or only the primary email address in the export.
- Language Preference: Select your preferred language for column names in the exported data.
- Initiate Export: Once you've configured all the necessary options, click the "Export" button to start the export process. A popup will indicate that the export is processing, and you'll receive an email notification when it's completed.
Track Export Progress: Want to monitor the progress of your export? Click the "Track Export" link in the popup. This will take you to the Import Export Dashboard page, where you can see details of all exports conducted in the last 30 days, including their status. When the export is completed, the status will show as "Download Available."
Download the Exported File: Once the export is completed, you'll be able to download the exported file. You can find this notification under the bell icon in the top-right corner of the screen.
Congratulations! You've successfully exported data from HubSpot to a spreadsheet for analysis and reporting purposes. This process ensures you have the flexibility to work with the data outside of HubSpot's interface.
You can watch our YouTube video to learn How to Export data in HubSpot and explore our YouTube channel to enhance your HubSpot skills further.
While our guide has empowered you to navigate HubSpot's data export, we understand that mastering this tool takes time and expertise.
That's where TransFunnel comes in, providing you with top-tier HubSpot Consulting Services. Our HubSpot services include comprehensive training programs to help you unlock the full potential of HubSpot's features, making you a true data maestro. Discover how we can guide you further on your journey, as one of the leading HubSpot Consulting Companies with TransFunnel HubSpot Training. Your voyage to mastering data has only just set sail. Full speed ahead!
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