Did you find a solution yet? This is also something I want to do - targetting specific company types and pull out the contacts for those types.
Sorry for the delay replying I was going to try the excel trick people are recommending - but haven’t had time as yet. It would be great if hubspot could find a simpler fix for this though as it’s not an unusual thing for their clients to want to do.
I found that you can now do this through the report tab. You can base your query on contact and company properties. Way to go Hubspot!
Could you be a little more specific on how you’ve achieved this through Reports? I cannot see a way to pull out the data like this.
Did you manage to do the extract by company ‘type’ with contacts associated to that ‘type’ of company? - that’s what we need to do? If so please share how!? thanks very much Abbe
Can you give us a bit more detail on how you do this, please? It is not obvious to me.
Thanks.
Hi MBeck,
Thank you for the valuable advice!
With a report, the export of combined contact and company data works!
1. You just have to create a custom report with mixed data (contact + company).
2. Add the company data like street, post code, city etc.
3. Optional: You can sort the columns in HubSpot.
4. Hit the export function and there you go!
Cheers,
OIiver
I guess this assumes you have the reports builder functionality / professional version of hubspot? rather than the starter packs?
We licensed the Enterprise Edition of HubSpot. I don’t know if its already available in the Pro version, but with the Enterprise it works.
Once you have downloaded 2 files:
1. Companies that you want contacts for
2. All Contacts(or I generally use filter of country, other customized field to avoid downlaoding huge chunk of it)(Tip: Make sure you download contacts where “Associated Company” is “Known”)
You can now use vlookup formula on downlaoded contacts file, by comparing “Associated Company ID” in downloaded conatcts file with “Company ID” in downloaded Companies file. All the matches then can be filtered into a new sheet.
There are plenty vlookup tutorials available online. It seems hard in beginning, but once you are used to it, it works like a charm. Hope this helps.
Simon
You link the two on the CompanyID field. This will be in both the company database and the contacts databases (where it will be called something like AssociatedCompanyID).
Make sure you have output ALL fields in the contacts database.
Simon
Are you still struggling with this or have you found a way to use VLookup to do what you need?
Martin
I’m sorry not to have replied earlier. We managed to do this a few months ago, and now are trying again. However, I simply cannot work out how we managed to get the VLOOKUP function to work the last time!
We simply want to get the e-mails of staff at filtered companies out. We have a total export of all Hubspot contacts in one spreadsheet and all the filtered companies in another. Getting the look-up right is eluding us at present.
Any pointers would be gratefully received.
Simon
Just wanted to share 2 videos that might help out with the report you are trying to do
1. This video is a very basic overview of how you can join two tables using a VLOOKUP in Excel - https://www.youtube.com/watch?v=M6ymclM1Ncw. I know there are ton’s of other videos out there showing the similar thing, but this one specifically is showing an example of merging company and contact data
2. Other option that will be even more simple is to use Import2 Wizard for your export tasks. With that, you can do a joint report/export in just a few simple steps. Here is another video introducing how this works: https://www.youtube.com/watch?v=CCqOS_O10JI
Hope this helps
Hi there, I’m sorry for a late answer. It is also possible via Skyvia Excel add-in. You can export all data at the same time in a few clicks.
Hey everyone,
This is now possible in HubSpot – not sure if this was introduced quietly or if I simply missed it.
You can export contacts with associated copmany information.
To do so, create a list of the contacts that you want to export with their company information. (This solution does not work from a contact view, it has to be a list.)
In your list, click Actions:
You should now have the option to also include company properties in your export file:
As you can see this solution is one way: exporting contacts with associated company information (not: companies with associated contacts). However, with a bit of Excel magic, the export file can be transformed in such a way.
Hope this helps!
This isn’t what we are looking for - we need to create a company list then extract all the emails from that list. Creating a list of contacts and its associated company information doesn’t do that.
After you have exported the data, you can sort or otherwise manipulate it in Excel for your purposes.
I have a list of particular companies I wish to export the email addresses from. I can do this from a contact list, not a company list.