I have 60+ users that cross 4 regional teams in our HubSpot System. Is there a way I can "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that have left the business have been removed (i.e. contacts transferred to others) and access denied.
Yes management could go into the users and look thorugh the 60 names, but I would prefer to be able to just send them a list via email and have them respond that either all are current or which staff need to be removed.
Aside from typing them all out manually myself which would be painful it wouldbe great to be able to export. You can tick a box to "select all" but the only options with that is for "Editting permissions" or to "Remove" - an "Export list" button would be ideal!
Have you tried this endpoint — User Provisioning API | GET/settings/v3/users/
You can also look at the Get a page of owners endpoint using the Owners API | GET/crm/v3/owners/ this will return both Owner and User ID along with First Name, Last Name, and Team ID(s).
A user audit function in which we could export users, what roll they have, what features are turned on, and if they are active would be very helpful. I am specifically interested in reviewing which of our users can create and edit properties in our tennet.
fev 22, 20198:25 AM - editado mar 17, 202012:48 PM
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Exporting User lists
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To workaround these HubSpot user limitations, we setup an internal process for also adding HubSpot users as Contacts in the CRM (with restrictions). This permits us to reference them (in the form of filtered views) when communicating internally, and, of course, to export fairly accurate listings.
The extra work and periodic inaccuracies characteristic of this duplication effort tend to be outweighed by the benefits of having them as contacts in the CRM. We also use HubSpot internally to track stats for our HubSpot users -- e.g., engagement with marketing & sales collateral that may impact their work, feedback engagement, etc..
Certainly not perfect and a bit of extra work, but a decent workaround until a better solution comes along.
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Thank you for the update Flora. quick question on this new feature. does the export allow us to get the users "internal value" number as well? that would be super useful as well
Also trying to get that internal value number. I saw that it appears in properties. I'm looking to use it via API to connect users with this number in some spreadsheets. Any success?
Have you tried this endpoint — User Provisioning API | GET/settings/v3/users/
You can also look at the Get a page of owners endpoint using the Owners API | GET/crm/v3/owners/ this will return both Owner and User ID along with First Name, Last Name, and Team ID(s).
So after following the First step of the solution here
You go to any application where you can create a txt file (I used Sublime Text), you paste your copied text in the file and hit save. The only difference here is when saving the file avoid having any extension to it for example I am naming the file (HubSpot Users) WITHOUT the .txt extension
So the saved file would look like this
AVOID having an extension like below
after that follow the rest of the steps in the solution here and it would work for you.
Copy and paste from the inspector is a pain if you have many pages of users (we currently have more than 100 users, and we plan to extend hubspot usage to 500+ users), and if you have users belonging to more than one team, this report will list only they primary team and "+1" or "+2"... useless for auditing purposes.
A real improvement would be having APIs to retrieve the list of users, and maybe to insert or modify them at will... this will allow hubspot to be integrated with enterprise identity management system for automated user provisioning, auditing and deprovisioning
Thanks! That actually worked relatively painlessly 🙂
If anyone gets stuck because user's name and email address stick together (space gets eliminated), just do a quick Text to columns, select no separators and let it run. It should kill the email address and 'Actions' and just leave you with the name.
If you need the email address... good luck!
Also... come on, you can export everything and the dog in Hubspot, why not the users?
This is definitely needed if HubSpot wants to be considered more of an "Enterprise" CRM for midsized companies. I'm getting into clients and portals now that have almost a hundred Users and we are attempting to use the "Team" feature to help segment the portal among multiple brands/operating divisions.
Further, now that there are different kinds of Users licenses (Marketing, Sales, Service, Super Admin etc.) that provide different levels of permissions, I will need to quickly audit and manage which User has which "User Permissions" and are on which "Team" as this impacts what they can see and do in the system.
Being able to report on and export Users by Team and User License is needed.
Thank you for your question. It isn't currently possible to export your users to a csv file from within Hubspot, but I can certainly see the value in something like that. I encourage you to head over to the Hubspot Ideas Forum to suggest that the ability to export users to a CSV file be made available in a future product release.
One very elementary workaround could be to highlight all of the users on that page, can copy and paste the text into a simple text editor. Pasting in a simple text editor should strip the images, and leave you with the users names, email addresses and permissions. You could then copy and paste that into excel to make formatting a easier. This certainly isn't a great workaround, but it might help.
Seems a lot of people have submitted this idea with different headings. Should we still submit another idea? How is HS aggregating these ideas, upvotes and then creating a plan for resolution?