Ability to Export Data Quality Formatting Issues

HubSpot Ideas

Status: Idea Submitted

1

Problem Statement:

As an admin, I am trying to go through and clean up data in HubSpot. I am unable to export a list of the formatting issues such as location formatting, unexpected characters in names, etc. Many of these issues need to be verified with the Contact Owner, who is in Sales, and they do not have access to review the Data Quality insights and make the necessary updates. In addition, scheduling working sessions with the Contact Owners is not an efficient use of time.

Background:

We recently moved to HubSpot and migrated all of our data, and there are a lot of formatting issues to resolve, even after turning on the automation rules. It would be easier to provide our Sales reps an export of the issues so they can review on their own time and confirm the necessary changes.

Proposed Solution:

  1. Provide the ability for formatting issues to be exported into a spreadsheet, along with the ability to define fields in the export.
2

This is one of the items I came here to post, as well. We have a third-party integration, and if I fix the issues in HubSpot they will just repopulate from the source during my next sync. If I could export the issues, I could send that list to our third-party software team and they could build a script to fix all the issues.

Would love for HS to add an EXPORT feature, please and thank you! :grinning_face:

Robyn

3

We are in the same boat, any data issues we find has to be send to our Sales or Service department to address. They make changes to our main customer database which is synced to Hubspot. We need a way to export the issues Hubspot finds so we can get it into the hands of the folks that can make the changes.