Export Companies and related Contacts

[Guido]

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?

[BrettLanguirand · Accepted solution]

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

[tweitz · Accepted solution]

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

[MartinGammon · Accepted solution]

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.

[meenalmalhotra · Accepted solution]

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.

[MartinGammon · Accepted solution]

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.

[MBeck · Accepted solution]

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!

[Oliver75 · Accepted solution]

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

[markkofman · Accepted solution]

Just wanted to share 2 videos that might help out with the report you are trying to do

1. This video is a very basic overview of how you can join two tables using a VLOOKUP in Excel - https://www.youtube.com/watch?v=M6ymclM1Ncw. I know there are ton's of other videos out there showing the similar thing, but this one specifically is showing an example of merging company and contact data

2. Other option that will be even more simple is to use Import2 Wizard for your export tasks. With that, you can do a joint report/export in just a few simple steps. Here is another video introducing how this works: https://www.youtube.com/watch?v=CCqOS_O10JI 

Hope this helps

[TayshaProvost · Accepted solution]

Hi there, I'm sorry for a late answer. It is also possible via Skyvia Excel add-in. You can export all data at the same time in a few clicks.

[karstenkoehler · Accepted solution]

Hey everyone,

This is now possible in HubSpot – not sure if this was introduced quietly or if I simply missed it.

You can export contacts with associated copmany information.

To do so, create a list of the contacts that you want to export with their company information. (This solution does not work from a contact view, it has to be a list.)

In your list, click Actions:

You should now have the option to also include company properties in your export file:

As you can see this solution is one way: exporting contacts with associated company information (not: companies with associated contacts). However, with a bit of Excel magic, the export file can be transformed in such a way.

Hope this helps!

[acw]

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

[Simon_Spanswick]

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.

[TonyF]

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.

[meenalmalhotra]

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. 

[tweitz · Accepted solution]

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]

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.

[Adam_Hoffman]

Seconded - this is quite frustrating.

[BrettLanguirand · Accepted solution]

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

[WAdams1]

I am looking to do something a little different. I would like to be able to export all the key custmer information for a single customer record (the info that appears on the 3 panels) in a way that is ledgible.I know you can export all properties and it dumps it in to an excel left to right but a view more similar to the panel layout would be ideal. Is there anything like that?

[Oliver75]

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.

[gelflex-cc]

@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

[Guido]

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.

[BrettLanguirand]

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.  

[Guido]

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.

[BrettLanguirand]

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?  

[Guido]

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

[Phildexter]

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.

[Arnybarnie]

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.