# Schedule Deal export

**URL:** <https://community.hubspot.com/t/schedule-deal-export/6958>\
**Category:** HubSpot Ideas\
**Tags:** reports\
**Created:** [January 12, 2018, 8:44am UTC](https://community.hubspot.com/t/schedule-deal-export/6958 "2018-01-12T08:44:31Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![benphillips](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/benphillips/32/62359_2.png) [@benphillips](https://community.hubspot.com/u/benphillips)\
**Post date:** [January 12, 2018, 8:44am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/1 "2018-01-12T08:44:31Z")

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Feature request to allow **scheduling** an export of the Deals in a given Pipeline, e.g. once a week, email an XLSX file to [me@mycompany.com](mailto:me@mycompany.com)

([https://knowledge.hubspot.com/articles/kcs\_article/contacts/how-do-i-export-my-contact-company-and-deal-records-in-the-crm](https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal-records-in-the-crm))

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**Author:** ![katieat10-4](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/katieat10-4/32/75439_2.png) [@katieat10-4](https://community.hubspot.com/u/katieat10-4)\
**Post date:** [July 9, 2018, 5:41pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/2 "2018-07-09T17:41:45Z")

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My current solution is to put a reminder on my calendar to manually do the export and send it on to appropriate parties. Is there no way to automate this?

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**Author:** ![jdugue](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jdugue/32/2679_2.png) [@jdugue](https://community.hubspot.com/u/jdugue)\
**Post date:** [July 20, 2018, 9:06am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/3 "2018-07-20T09:06:27Z")

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Definitly need this, since the native reporting and analytics capabilities are very limited.

I would even add something to this idea : it would be nice to be able to have this export droped directly in a repository (for example by configuring a google drive or dropbox URL), and not only receiving it through email. I don’t want to have to manually click on the link, download the file, update my existing file, and so on. I want to automate all of this 🙂

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**Author:** ![cbanks](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cbanks/32/31184_2.png) [@cbanks](https://community.hubspot.com/u/cbanks)\
**Post date:** [September 19, 2018, 6:25pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/4 "2018-09-19T18:25:00Z")

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Agree wholeheartedly. Love and need this idea sooner rather than later.

Also want the export to include ALL PIPELINES.

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**Author:** ![MattF](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mattf/32/81360_2.png) [@MattF](https://community.hubspot.com/u/MattF)\
**Post date:** [January 25, 2019, 7:41pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/5 "2019-01-25T19:41:53Z")

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Is there any update on this? Would be great to schedule the Export of any view we have saved, be it Deals, Contacts or Companies.

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**Author:** ![danhammari](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/danhammari/32/11850_2.png) [@danhammari](https://community.hubspot.com/u/danhammari)\
**Post date:** [July 29, 2019, 4:49pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/6 "2019-07-29T16:49:17Z")

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I am using the standard create/update/delete webhook subscriptions for hubspot deals to update a remote database through a custom script. Despite this process, my remote database does not remain in sync with the data in HubSpot and my reporting numbers drift until the differences are notable after a single week. Consequently, I manually export all deals from HubSpot every week in order to force my remote datbase back into sync with HubSpot. I would like to automate exporting all deals so I can force my remote tables back into sync periodically.

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**Author:** ![BobBalm1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bobbalm1/32/25270_2.png) [@BobBalm1](https://community.hubspot.com/u/BobBalm1)\
**Post date:** [September 2, 2019, 8:13am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/7 "2019-09-02T08:13:05Z")

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Would like to upvote this for scheduling ANY form of data export (deals, contacts, companies). As far as I can see, I can schedule reports, which is all nice and good, but I get peskered most for just lists of contacts that meet certain criteria, rather than fancy graphs. I.e. they want to get updates on who signed up for certain events through a Hubspot form.

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**Author:** ![BoudewijnB](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/boudewijnb/32/38472_2.png) [@BoudewijnB](https://community.hubspot.com/u/BoudewijnB)\
**Post date:** [October 29, 2019, 11:56am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/8 "2019-10-29T11:56:14Z")

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I would like this feature too! Now it is manual labor and thus not efficient.

What is the status of this request anyway?

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**Author:** ![JK1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jk1/32/57754_2.png) [@JK1](https://community.hubspot.com/u/JK1)\
**Post date:** [June 19, 2020, 4:05am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/9 "2020-06-19T04:05:15Z")

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Can we get an idea of when this might be possible? Keen to be able to schedule a weekly export of all deals and companies as a .CSV

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**Author:** ![sabrinaroussel](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/sabrinaroussel/32/90048_2.png) [@sabrinaroussel](https://community.hubspot.com/u/sabrinaroussel)\
**Post date:** [July 23, 2020, 2:43pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/10 "2020-07-23T14:43:57Z")

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Adding on to here! It would be very valuable to schedule automated exports + emails of data, including set filters.

For example, we have a Deals dashboard filtered view that we also set up as a custom report since those can at least be emailed automatically. However, the report table is so big that data is clipped from the email view. It’s not an ideal workaround at all. The reason for these automated emails is so that we can forward the reports / exports onto our external partners.

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**Author:** ![zenbeats](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/zenbeats/32/76793_2.png) [@zenbeats](https://community.hubspot.com/u/zenbeats)\
**Post date:** [November 10, 2020, 10:55am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/11 "2020-11-10T10:55:19Z")

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Having been using Salesforce’s excellent reporting tools for some time, which support the ability to subscribe to reports so that they land in your inbox at scheduled intervals, I would love this feature to be in Hubspot. When is it going to appear, any updates?

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**Author:** ![ThierryCalderon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/thierrycalderon/32/20785_2.png) [@ThierryCalderon](https://community.hubspot.com/u/ThierryCalderon)\
**Post date:** [June 11, 2021, 3:35pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/12 "2021-06-11T15:35:03Z")

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We trying to schedule and automate a file (xcel or csv) with won deals only.

Seems that is not possible with Hubspot.

Anyone found a solution to this issue ?

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**Author:** ![JUttley](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/juttley/32/39641_2.png) [@JUttley](https://community.hubspot.com/u/JUttley)\
**Post date:** [June 23, 2021, 11:49am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/13 "2021-06-23T11:49:58Z")

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I support this 100%

We can schedule dahsboards to be delivered to email address but not the raw data export itself which would be unbeleivebaly useful

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**Author:** ![ALayton](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alayton/32/104913_2.png) [@ALayton](https://community.hubspot.com/u/ALayton)\
**Post date:** [October 7, 2021, 2:03pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/14 "2021-10-07T14:03:08Z")

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This is desperately needed!

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**Author:** ![Yupvoted](https://avatars.discourse-cdn.com/v4/letter/y/e36b37/32.png) [@Yupvoted](https://community.hubspot.com/u/Yupvoted)\
**Post date:** [May 4, 2022, 3:20am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/15 "2022-05-04T03:20:52Z")

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This feature is still very much needed as often users would need to generate reports weekly and being able to do it automatically can really help them.

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**Author:** ![SPellicer](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/spellicer/32/32521_2.png) [@SPellicer](https://community.hubspot.com/u/SPellicer)\
**Post date:** [May 11, 2022, 9:02pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/16 "2022-05-11T21:02:59Z")

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I need this too. The reports don’t work well because they tend to truncate information. Exports at least contain all of the information within a field/cell.

It would be very helpful to be able to schedule them.

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**Author:** ![kunalx969](https://avatars.discourse-cdn.com/v4/letter/k/e5b9ba/32.png) [@kunalx969](https://community.hubspot.com/u/kunalx969)\
**Post date:** [August 30, 2022, 8:16am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/17 "2022-08-30T08:16:09Z")

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Would be great if this feature could be added! I need to export deals and mail it every week, automating this process would be super.

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**Author:** ![HPuf](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hpuf/32/7115_2.png) [@HPuf](https://community.hubspot.com/u/HPuf)\
**Post date:** [October 10, 2022, 3:11am UTC](https://community.hubspot.com/t/schedule-deal-export/6958/18 "2022-10-10T03:11:38Z")

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Has anybody found a solution to this? i.e with third party apps? This would be extremely useful

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**Author:** ![JanetPryor](https://avatars.discourse-cdn.com/v4/letter/j/848f3c/32.png) [@JanetPryor](https://community.hubspot.com/u/JanetPryor)\
**Post date:** [January 19, 2023, 4:38pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/19 "2023-01-19T16:38:13Z")

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I’m also interested in scheduling an export to a file. Having it email a file daily will work but creates too much additional and cumbersome work to view my daily results.

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**Author:** ![PVorstman](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pvorstman/32/99730_2.png) [@PVorstman](https://community.hubspot.com/u/PVorstman)\
**Post date:** [January 26, 2023, 4:37pm UTC](https://community.hubspot.com/t/schedule-deal-export/6958/20 "2023-01-26T16:37:15Z")

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Very interested

[Next page](https://community.hubspot.com/t/schedule-deal-export/6958.md?page=2)
