topic Re: Exporting User lists in CMS Development

Exporting User lists

gaylebrimble — Thu, 02 Feb 2017 04:02:04 GMT

I have 60+ users that cross 4 regional teams in our HubSpot System. Is there a way I can "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that have left the business have been removed (i.e. contacts transferred to others) and access denied.

Yes management could go into the users and look thorugh the 60 names, but I would prefer to be able to just send them a list via email and have them respond that either all are current or which staff need to be removed.

Aside from typing them all out manually myself which would be painful it wouldbe great to be able to export. You can tick a box to "select all" but the only options with that is for "Editting permissions" or to "Remove" - an "Export list" button would be ideal!

Re: Exporting User lists

BrettLanguirand — Mon, 06 Feb 2017 17:05:14 GMT

Hello @gaylebrimble,

Thank you for your question. It isn't currently possible to export your users to a csv file from within Hubspot, but I can certainly see the value in something like that. I encourage you to head over to the Hubspot Ideas Forum to suggest that the ability to export users to a CSV file be made available in a future product release.

One very elementary workaround could be to highlight all of the users on that page, can copy and paste the text into a simple text editor. Pasting in a simple text editor should strip the images, and leave you with the users names, email addresses and permissions. You could then copy and paste that into excel to make formatting a easier. This certainly isn't a great workaround, but it might help.

I hope this helps!

Brett

Re: Exporting User lists

AllenHelms — Wed, 20 Feb 2019 15:41:52 GMT

This is definitely needed if HubSpot wants to be considered more of an "Enterprise" CRM for midsized companies. I'm getting into clients and portals now that have almost a hundred Users and we are attempting to use the "Team" feature to help segment the portal among multiple brands/operating divisions.

Further, now that there are different kinds of Users licenses (Marketing, Sales, Service, Super Admin etc.) that provide different levels of permissions, I will need to quickly audit and manage which User has which "User Permissions" and are on which "Team" as this impacts what they can see and do in the system.

Being able to report on and export Users by Team and User License is needed.

Allen Helms

Salesforce/HubSpot CRM Consultant

www.OrganicEndeavors.com

Re: Exporting User lists

MFrankJohnson — Tue, 17 Mar 2020 16:48:14 GMT

To workaround these HubSpot user limitations, we setup an internal process for also adding HubSpot users as Contacts in the CRM (with restrictions). This permits us to reference them (in the form of filtered views) when communicating internally, and, of course, to export fairly accurate listings.

The extra work and periodic inaccuracies characteristic of this duplication effort tend to be outweighed by the benefits of having them as contacts in the CRM. We also use HubSpot internally to track stats for our HubSpot users -- e.g., engagement with marketing & sales collateral that may impact their work, feedback engagement, etc..

Certainly not perfect and a bit of extra work, but a decent workaround until a better solution comes along.

Re: Exporting User lists

fcha — Tue, 02 Apr 2019 17:43:01 GMT

I recently had to pull a list of our users for an internal audit and was surprised to see it was not available. My workaround.

1) Select the user table via your browsers inspect tool (see image below)

2) Copy elements and paste into a txt file. Save txt file as user.txt (or anything you want)

3) Open Excel and import said txt file (Data > Import from TXT/CVS)

4) Viola!

Re: Exporting User lists

aashpatel — Mon, 03 Jun 2019 18:02:16 GMT

Hi Brett,

Seems a lot of people have submitted this idea with different headings. Should we still submit another idea? How is HS aggregating these ideas, upvotes and then creating a plan for resolution?

Thanks,

Aashish

Re: Exporting User lists

BobBalm1 — Tue, 17 Mar 2020 16:23:17 GMT

Thanks! That actually worked relatively painlessly 🙂

If anyone gets stuck because user's name and email address stick together (space gets eliminated), just do a quick Text to columns, select no separators and let it run. It should kill the email address and 'Actions' and just leave you with the name.

If you need the email address... good luck!

Also... come on, you can export everything and the dog in Hubspot, why not the users?

Re: Exporting User lists

joverholt — Thu, 18 Jun 2020 15:25:05 GMT

A user audit function in which we could export users, what roll they have, what features are turned on, and if they are active would be very helpful. I am specifically interested in reviewing which of our users can create and edit properties in our tennet.

Thank you

Re: Exporting User lists

rpiola — Wed, 22 Jul 2020 06:30:06 GMT

Copy and paste from the inspector is a pain if you have many pages of users (we currently have more than 100 users, and we plan to extend hubspot usage to 500+ users), and if you have users belonging to more than one team, this report will list only they primary team and "+1" or "+2"... useless for auditing purposes.

A real improvement would be having APIs to retrieve the list of users, and maybe to insert or modify them at will... this will allow hubspot to be integrated with enterprise identity management system for automated user provisioning, auditing and deprovisioning

Re: Exporting User lists

sarahcasdorph — Tue, 27 Oct 2020 11:46:23 GMT

A user audit would be useful - especially with more stringent data requirements in the market (CCPA, GDPR, etc.)

Re: Exporting User lists

RSalo3 — Wed, 24 Mar 2021 15:39:50 GMT

Bad News:

About the workaround, with all respect, your software is a little bit difficult to work with.

I've copy, from this page [https://app.hubspot.com/settings/666/users/paid-users] and paste all elements of the front-end (see attachment) as you ask me.

This is the result:

--------

Search dev@xpto.com.br Gustavo Oshiro gus@xpto.com.br greg@xtpo.com.br John S js@xpto.com.br 100 per page

--------

The Check Icon is an SVG (vector image) so It's not readable by Text Editors.

Any idea?

Thanks,

Re: Exporting User lists

AHassanen — Fri, 21 May 2021 00:03:16 GMT

So after following the First step of the solution here

You go to any application where you can create a txt file (I used Sublime Text), you paste your copied text in the file and hit save. The only difference here is when saving the file avoid having any extension to it for example I am naming the file (HubSpot Users) WITHOUT the .txt extension

So the saved file would look like this

AVOID having an extension like below

after that follow the rest of the steps in the solution here and it would work for you.

Lemme know if that helped 😄

Re: Exporting User lists

CraigBailey — Mon, 07 Jun 2021 01:21:37 GMT

A quick update on this - you can also use a Chrome extension such as Table Capture:

https://chrome.google.com/webstore/detail/table-capture/iebpjdmgckacbodjpijphcplhebcmeop/related?hl=en

Makes it easy to export out the entire table into Google Sheets, Excel etc.

Re: Exporting User lists

Flora — Thu, 24 Jun 2021 15:18:41 GMT

Hello,

My name is Flora (Yuan) Wang and I am a PM at HubSpot. We are recently shipped a feature that allows Super Admins to get a CVS Export of:

First name
Last name
Email
Last Login
Role
Teams
Permissions

This is found on the Users and Teams page. Please let me know if you have any questions!

Re: Exporting User lists

joverholt — Thu, 24 Jun 2021 16:58:11 GMT

Thank you for the update Flora. quick question on this new feature. does the export allow us to get the users "internal value" number as well? that would be super useful as well

Re: Exporting User lists

RSalo3 — Fri, 25 Jun 2021 17:44:54 GMT

Thanks, @Flora . Is there any way to get this information through API?

Re: Exporting User lists

TDubrule — Fri, 03 Feb 2023 07:37:38 GMT

Hi @joverholt,

Also trying to get that internal value number. I saw that it appears in properties. I'm looking to use it via API to connect users with this number in some spreadsheets. Any success?

Re: Exporting User lists

Jaycee_Lewis — Fri, 03 Feb 2023 21:10:00 GMT

Hey, @TDubrule 👋

Have you tried this endpoint — User Provisioning API | GET/settings/v3/users/

You can also look at the Get a page of owners endpoint using the Owners API |
GET/crm/v3/owners/ this will return both Owner and User ID along with First Name, Last Name, and Team ID(s).

Example response:

{ "results": [ { "id": "6166860", "email": "jsmith@example.com", "firstName": "John", "lastName": "Smith", "userId": 1296619, "createdAt": "2019-10-30T03:30:17.883Z", "updatedAt": "2019-12-07T16:50:06.678Z", "archived": false, "teams": [ { "id": "178588", "name": "West Coast Sales", "primary": true }, { "id": "178590", "name": "California Sales", "primary": false } ] } ], "paging": { "next": { "after": "string", "link": "string" } } }

Best,

Jaycee

Re: Exporting User lists

TDubrule — Mon, 06 Feb 2023 04:38:57 GMT

Hi @Jaycee_Lewis,

Indeed thanks a lot that's what I was looking for.

Best,

Thibaud