We have clients looking for the release of all of their records on file and currently there is no way to provide this to a client without copy and pasting or print-screening and it looks very unprofessional. It would be helpful if Super Admins could export entire contact data to provide a client with a report of everything we have.
Hi @CCotton,
It’s already possible to export your records and your content and data. Is this what you’re looking for? Let me know!
Best regards!
Hi there,
I was on your chat this morning and they explained you can only export a
limited amount of Contact and Deal fields. But there is no way to export
your Activity Timeline, Notes, Calls, and Meetings.
Was that incorrect information?!
Thanks,
--
*Claire Cotton*
Director of Operations
+1 (877) 256-2569 <%2B1%20%28877%29%20256-2569%20ext%202> ext. 828
--
Winner of the 2020 HR Reporter Readers’ Choice Awards for Outplacement
& Leadership
Solutions.
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recipient, please notify the sender and delete all copies immediately.
@CCotton One option is to export all of your CRM data using Ultimate Data Export for HubSpot.
Ultimate Data Export is available free of charge in the HubSpot App Marketplace.
With the Ultimate Data Export for HubSpot you can export the following data tables and their associations:
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- Contacts
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- Web Analytics
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- Companies
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- Deals
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- Deal History
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- Owners
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- Campaigns
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- Engagements
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- Emails
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- Products
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- Tickets
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- and more related subdata such as Pipelines and Associations.
Here is a brief explainer video on the app.