Export Companies and related Contacts

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Occasional Contributor

I would like to generate an export of selected companies with the information of name and telephone-number from the related contact in one excel-table! is this possilbe?

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HubSpot Employee

Hello @Guido,

 

Welcome to the Hubspot Community and thank you for your question.

 

It isn't possible to export Companies with associated contact properties as columns in one file, however I came up with a workaround that might come close to what you are looking to accomplish.

 

You can create a new view in contacts, add the desired filters on the left, and edit your columns so that the information that you want in the Excel file is shown.  You can then export the view of contacts, and select "Include only current columns" (or you can choose to include all properties) This will allow you to see your contacts, their phone numbers, email addresses, etc, as well as the Company that they are associated with.  The company name is the only piece of company information that you'd be able to add to a contact export, because "Associated Company" is the only contact proeprty with company information.

 

Let me know if you have any questions, or if you'd like me to clarify anything.

 

Thanks,

Brett

32 Replies 32
HubSpot Employee

Hello @Guido,

 

Welcome to the Hubspot Community and thank you for your question.

 

It isn't possible to export Companies with associated contact properties as columns in one file, however I came up with a workaround that might come close to what you are looking to accomplish.

 

You can create a new view in contacts, add the desired filters on the left, and edit your columns so that the information that you want in the Excel file is shown.  You can then export the view of contacts, and select "Include only current columns" (or you can choose to include all properties) This will allow you to see your contacts, their phone numbers, email addresses, etc, as well as the Company that they are associated with.  The company name is the only piece of company information that you'd be able to add to a contact export, because "Associated Company" is the only contact proeprty with company information.

 

Let me know if you have any questions, or if you'd like me to clarify anything.

 

Thanks,

Brett

Occasional Contributor

Hi,

it is possible to display COMPANY NAME and some other fields of the company-section in the contacts-list
as you see on the screenshot. unfortunately there is no content, even company-name is empty, so that the solution you suggested is not posssible.hubspot_contact.jpg

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HubSpot Employee

Hello @Guido,

 

You are using the contact property "Company Name" as a column, not "Associated Company".   These are two different properties.  If you change the column to "Associated Company" you should see the company names in that column.  All other columns are specific to the contact, not the company.  So even if a company has a postal code, the column will remain blank if the contact does not have a value for it.  "Associated Company" is the only company information that you can export on a contact export.  

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Occasional Contributor

Hi Brett,

ok. that´s clear. I´ve deleted this columns.
But i don´t find "Associated Company" in the properties list of the contact.

hubsopt_contact_fieldlist.png

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HubSpot Employee

Hi @Guido,

 

Thats a bit strange.  Can you please try clearing your browser's cookeis and cached images?  Also, what happens if you just try searching for "Company"?  Just to verify, you are on the contact's screen when editing columns right?  

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Occasional Contributor

Hi Brett,

tried with 3 different Browsers. All the same. 

The steps i did:
- Klick on Contacts

- Klick on Actions -> Manage Columns

- Search for "ass" (No matching)

- Search for "com" (No matching)

Regards

Guido

 

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Occasional Contributor

This question has never been solved, has it? 

 

We'd also be interested in a solution to export / contact all contacts associated with a certain selection of companies. 

(example: several companies are tagged as agencies and we send emails to all the people associated to these agencies.) 

 

Any suggestions would be appreciated.

New Contributor

Seconded, we would also like a similar solution. Right now we wish to export industry specific companies with their associated contact information and there is no obvious solution to this. 

 

Alternatively, a contact filter that can give us the associated companies by industry would also solve this. 

 

Please assist. 

Esteemed Advisor

@BrettLanguirand I struggle with this as well. My issue is that I had not added the address to the contacts as there is no "corporate address" that might be different. As our distributor requires contact, company and full address, it was necessary to go back and add the address to all contacts (UGH huge manual project). 

It would be helpful for me to understand the rationale of not having contact access in company exports.

 

Thanks.

Chris

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Regular Contributor

Yes, we need this, too. A lot of our contacts have no adress data, but are connected to a company. So it would be great to export contact lists with the data of the connected companies.

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New Member

Hi,

 

There is a very easy way to do this.

1. Go to Contacts > Companies 

2. Click "Add filter"

3. Select the criteria you'd like to filter against (i.e. Organization Type), and enter your filter information

4. Click "Apply Filter" button

5. Click "Save" button

6. Click on "All saved filters" link

7. Hover over the filter you created and click on the "Options" link

8. You should see an option to "Export", click on it. A dialog box should pop up.

9. Select your options and hit the "Export" button

 

You should receive an email when you're list is ready.

 

Thomas

AJH
Occasional Contributor

This only exports either contacts or companies based on filters in their respective records.

 

What is needed is a way to filter companies and then select all the contacts accoicated with just those companies.

Occasional Contributor

Seconded - this is quite frustrating.

New Contributor

We also really need this capability. We have active/inactive 'companies' that we need to filter and then include a list of associated contact email addresses so we can send out emails to this specific group.

New Contributor

Facing same issue. I want to filter companies by "industry" and "city" and then extract those filtered companies' contact details. I am surprised that there'no workaround to this. All that is needed is a lookup function in two databases of company & contacts. 

New Contributor

I have the same requirement as everyone else on this thread.  Hubspot, please give us an easy way to export a group of companies and their associated contacts.  Thanks,

Occasional Contributor

I use a workaround for this that works well but is a bit convoluted.

 

Filter either the contacts or the companies you want and then, when you export, select All Properties. Then export either ALL contacts or ALL companies (the opposite of the database you filtered first time) and again select All Properties when exporting

 

Now open the two spreadsheets and you will find that in the Companies sheet there is a unique ID for associates Contacts and vice versa. Use VLook function to link them together.

 

As I said, it's not pretty but it does work.

New Contributor

I'm struggling with this. 

 

I have filtered the companies we need to extract contacts from. There are around 50 of these and I have a spreadsheet with the company data, including the unique Hubspot ID.

 

I've got a second sheet with all 14,000 contacts, including their Hubspot company ID. I need to get the 800 or so contacts that are in the 50 companies I've filtered.

 

I've tried to work out how VLook can match the data, but cannot see how it can do this. Does anyone have a simple solution for VLook or an Excel plug-in that can do this task?

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acw
Occasional Contributor

Did you find a solution yet? This is also something I want to do - targetting specific company types and pull out the contacts for those types.

acw
Occasional Contributor

Sorry for the delay replying I was going to try the excel trick people are recommending - but haven't had time as yet.  It would be great if hubspot could find a simpler fix for this though as it's not an unusual thing for their clients to want to do.

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New Contributor

I found that you can now do this through the report tab.  You can base your query on contact and company properties.  Way to go Hubspot!

 

New Contributor

Could you be a little more specific on how you've achieved this through Reports? I cannot see a way to pull out the data like this.

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acw
Occasional Contributor

Did you manage to do the extract by company 'type' with contacts associated to that 'type' of company?  - that's what we need to do? If so please share how!? thanks very much Abbe

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Occasional Contributor

Can you give us a bit more detail on how you do this, please? It is not obvious to me.

Thanks.

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Regular Contributor

Hi MBeck,

Thank you for the valuable advice!

With a report, the export of combined contact and company data works!

1. You just have to create a custom report with mixed data (contact + company).
2. Add the company data like street, post code, city etc.
3. Optional: You can sort the columns in HubSpot.
4. Hit the export function and there you go!

Cheers,
OIiver

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acw
Occasional Contributor

I guess this assumes you have the reports builder functionality / professional version of hubspot? rather than the starter packs?

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Regular Contributor

We licensed the Enterprise Edition of HubSpot. I don't know if its already available in the Pro version, but with the Enterprise it works.

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New Contributor

Once you have downloaded 2 files:
1. Companies that you want contacts for
2. All Contacts(or I generally use filter of country, other customized field to avoid downlaoding huge chunk of it)(Tip: Make sure you download contacts where "Associated Company" is "Known")

 

You can now use vlookup formula on downlaoded contacts file, by comparing "Associated Company ID" in  downloaded conatcts file with "Company ID" in downloaded Companies file. All the matches then can be filtered into a new sheet.

 

There are plenty vlookup tutorials available online. It seems hard in beginning, but once you are used to it, it works like a charm. Hope this helps.

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Occasional Contributor

Simon

You link the two on the CompanyID field. This will be in both the company database and the contacts databases (where it will be called something like AssociatedCompanyID).

Make sure you have output ALL fields in the contacts database.

 

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