Dashboards & Reporting

peterfilias
Member

Export Companies

SOLVE

I have seen posts from the past but couldn't find an answer to this question:

 

Will we ever be able to export a "Companies" list as this is the closest way I can find to create a list of my own accounts within Hubspot that I would like to be able to export for further analysis. How can I do this?

 

I want to be able to export my company list to which I've added some columns that I find useful.

 

 

Let me know how I can do this, thanks.

1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Export Companies

SOLVE

Hi @peterfilias ,

 

You can export companies from within HubSpot by following the steps outlined here

 

This does not require a third party service or external system. 

 

Thank you,
Jenny

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0 Upvotes
8 Replies 8
peterfilias
Member

Export Companies

SOLVE

Why would I have to use a 3rd party service to do something that should absolutely be part of the product?!?!? This sounds crazy to me?

 

It's like someone saying that to sort with Microsoft Excel, I'd need to export it out to a sorting service.

0 Upvotes
jennysowyrda
Solution
Community Manager
Community Manager

Export Companies

SOLVE

Hi @peterfilias ,

 

You can export companies from within HubSpot by following the steps outlined here

 

This does not require a third party service or external system. 

 

Thank you,
Jenny

0 Upvotes
duvies
Participant

Export Companies

SOLVE

Your instructions are for contacts not companies - there doesn't seem an option yo export companies - please advise

 

0 Upvotes
jennysowyrda
Community Manager
Community Manager

Export Companies

SOLVE

Hi @duvies,

 

While the screenshots show "contacts" headings, the steps are the same for all record types, including companies. You can export them by following the steps under contacts>companies. 

 

Thank you,

Jenny

0 Upvotes
air23
Participant

Export Companies

SOLVE

This in fact does not work. When you go to company lists you do not get a "more" option at all. Why is this? 

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Export Companies

SOLVE

Hi @air23,

 

This GIF shows you where you can find the export option in the new beta company view.

Export companiesExport companies

 

I hope this helps.

Take care!

Jess 


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0 Upvotes
air23
Participant

Export Companies

SOLVE

Thank you. Whereas you cannot export a company saved list, you can export the company view, which you explained. This works for me.

peterfilias
Member

Export Companies

SOLVE

Thank you.

0 Upvotes