topic Re: Export Companies in Dashboards & Reporting

Export Companies

peterfilias — Mon, 07 Jan 2019 15:30:09 GMT

I have seen posts from the past but couldn't find an answer to this question:

Will we ever be able to export a "Companies" list as this is the closest way I can find to create a list of my own accounts within Hubspot that I would like to be able to export for further analysis. How can I do this?

I want to be able to export my company list to which I've added some columns that I find useful.

Let me know how I can do this, thanks.

Re: Export Companies

peterfilias — Tue, 08 Jan 2019 16:07:23 GMT

Why would I have to use a 3rd party service to do something that should absolutely be part of the product?!?!? This sounds crazy to me?

It's like someone saying that to sort with Microsoft Excel, I'd need to export it out to a sorting service.

Re: Export Companies

jennysowyrda — Fri, 18 Jan 2019 19:24:24 GMT

Hi @peterfilias ,

You can export companies from within HubSpot by following the steps outlined here.

This does not require a third party service or external system.

Thank you,
Jenny

Re: Export Companies

peterfilias — Fri, 18 Jan 2019 20:57:05 GMT

Thank you.

Re: Export Companies

duvies — Mon, 29 Apr 2019 23:24:37 GMT

Your instructions are for contacts not companies - there doesn't seem an option yo export companies - please advise

Re: Export Companies

jennysowyrda — Wed, 01 May 2019 15:22:43 GMT

Hi @duvies,

While the screenshots show "contacts" headings, the steps are the same for all record types, including companies. You can export them by following the steps under contacts>companies.

Thank you,

Jenny

Re: Export Companies

air23 — Mon, 22 Jun 2020 19:09:16 GMT

This in fact does not work. When you go to company lists you do not get a "more" option at all. Why is this?

Re: Export Companies

JessicaH — Tue, 23 Jun 2020 07:10:02 GMT

Hi @air23,

This GIF shows you where you can find the export option in the new beta company view.

Export companies

I hope this helps.

Take care!

Jess

Re: Export Companies

air23 — Tue, 23 Jun 2020 22:50:59 GMT

Thank you. Whereas you cannot export a company saved list, you can export the company view, which you explained. This works for me.