How do you download your entire Hubspot Database (names, emails, phone, titles, etc) in ONE CLEAN SWOOP? * not in sections, literally every single person you have - all at once - for an excel or csv file. This is for safe keeping / back up. If the internet or site goes down, would like to have a back up spreadsheet for immediate access. This is something I prefer to do once every 90 days. Thank you for any and all specific - step by step - answers. Cheers.
In yourdealsortickets home, ensure you're in the table format by clicking thelistViewtable iconin the upper left.
If you want to export all records, ensure you're in theAll [records]tab. In the upper right, clickTable actionsand in the dropdown menu, selectExport view.
If you want to export records that are in an existing custom view, click thetabof the viewor click All viewsand click theviewname. In the upper right, clickTable actionsand in the dropdown menu, selectExport view.
In the dialog box, click theFile formatdropdown menu to select the format for your export file. Next, select either toInclude only properties in the columnsor toInclude all properties.
Click Exportto receive an email with a download link to your export file.
Did this post help solve your problem? Help the community and mark it as a solution.
@RichRotella@Krystina This thread is older, but I thought you would be interested in learning that there is a new app available in the HubSpot App Marketplace called Ultimate Data Export for HubSpot. With the Ultimate Data Export for HubSpot you can export the following data tables and their associations:
Contacts
Web Analytics
Companies
Deals
Deal History
Owners
Campaigns
Engagements
Emails
Products
Tickets
Forms
and more related subdata such as Pipelines and Associations.
The app is currently free to use. Enjoy!
John
Did this post help solve your problem? If so, please mark it as a solution.
John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
In yourdealsortickets home, ensure you're in the table format by clicking thelistViewtable iconin the upper left.
If you want to export all records, ensure you're in theAll [records]tab. In the upper right, clickTable actionsand in the dropdown menu, selectExport view.
If you want to export records that are in an existing custom view, click thetabof the viewor click All viewsand click theviewname. In the upper right, clickTable actionsand in the dropdown menu, selectExport view.
In the dialog box, click theFile formatdropdown menu to select the format for your export file. Next, select either toInclude only properties in the columnsor toInclude all properties.
Click Exportto receive an email with a download link to your export file.
Did this post help solve your problem? Help the community and mark it as a solution.