Poking around -- Is there really no option to export duplicate records as a spreadsheet under data quality? ![]()
Hello @fierceweek, thank you for posting in our Community!
it is not possible to create a list/export of the records in the Manage duplicates tool.
I found this feature request in our Ideas Forum.
I would highly recommend upvoting the idea as our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Kindly,
Pam
Hi @fierceweek,
Good news, HubSpot has just introduced this feature!
Export Duplicates to CSV and Excel
Feb 29, 2024
What is it?
Introducing the ability to export the duplicate records identified by the duplicate management tool to a CSV and/or Microsoft Excel file.
Why does it matter?
The new exportability function allows more flexibility and customization for customers to maximize the value from our duplicate identification capabilities and provides the ability for customers to thoroughly investigate duplicates, connect them back to source systems, and route to different downstream workflows.
How does it work?
To export duplicates:
- Navigate to Reporting > Data Management > Data Quality
- Click "View all" next to Duplicate issues on the Records card
- Click Export duplicates in the top right
- Select a file format and click Export
The exported file will be emailed to you and posted in your Notifications Center.
Who gets it?
CMS Pro, CMS Enterprise, Marketing Pro, Marketing Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise
Best regards!