CRM

RHanusik
メンバー

Issue dowloading CRM list template

解決

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. 

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danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Issue dowloading CRM list template

解決

@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 my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Issue dowloading CRM list template

解決

@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 my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
webdew
ガイド役 | Diamond Partner
ガイド役 | Diamond Partner

Issue dowloading CRM list template

解決

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.