CRM

RHanusik
Member

Issue dowloading CRM list template

SOLVE

Hubspot won't let me download the CRM list template. Anyone know how I can fix this or gain access? I have some names that I need to upload and would love to sort this out. 

0 Upvotes
1 Accepted solution
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Issue dowloading CRM list template

SOLVE

@RHanusik if you're referring to the "download sample spreadsheet" when you're starting an import, it's a link to the Knowledge Base article explaining  all you need to know about importing into HubSpot. In that KB artcle, there are some download options: 

One object

  • Contacts sample spreadsheet: XLSX or CSV
  • Companies sample spreadsheet: XLSX or CSV
  • Deals sample spreadsheet: XLSX or CSV

Hopefully those work for you. Each link should automatically download the file listed. Thanks! 

 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

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2 Replies 2
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Issue dowloading CRM list template

SOLVE

@RHanusik if you're referring to the "download sample spreadsheet" when you're starting an import, it's a link to the Knowledge Base article explaining  all you need to know about importing into HubSpot. In that KB artcle, there are some download options: 

One object

  • Contacts sample spreadsheet: XLSX or CSV
  • Companies sample spreadsheet: XLSX or CSV
  • Deals sample spreadsheet: XLSX or CSV

Hopefully those work for you. Each link should automatically download the file listed. Thanks! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Issue dowloading CRM list template

SOLVE

Hey @RHanusik 

 

Are you talking about exporting the records from the lists by Navigating to Contacts > Contacts > Lists > click on the name of the list > Actions > export list?
If yes, you need to ensure you have access to export from your account. https://prnt.sc/xSqcSg5MuH-O 

 

If not, then would you mind explaining what you are tryong tp achieve here.