Dashboards & Reporting

peterfilias
Membre

Export Companies

Résolue

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 Solution acceptée
jennysowyrda
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Export Companies

Résolue

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


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

Voir la solution dans l'envoi d'origine

0 Votes
8 Réponses
peterfilias
Membre

Export Companies

Résolue

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 Votes
jennysowyrda
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Export Companies

Résolue

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


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

0 Votes
duvies
Participant

Export Companies

Résolue

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

 

0 Votes
jennysowyrda
Gestionnaire de communauté
Gestionnaire de communauté

Export Companies

Résolue

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


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

0 Votes
air23
Participant

Export Companies

Résolue

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 Votes
JessicaH
Ancien salarié HubSpot
Ancien salarié HubSpot

Export Companies

Résolue

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 Votes
air23
Participant

Export Companies

Résolue

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

peterfilias
Membre

Export Companies

Résolue

Thank you.

0 Votes