Dashboards & Reporting

peterfilias
Membro

Export Companies

resolver

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.

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jennysowyrda
Solução
Gerente da Comunidade
Gerente da Comunidade

Export Companies

resolver

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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8 Respostas 8
peterfilias
Membro

Export Companies

resolver

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.

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jennysowyrda
Solução
Gerente da Comunidade
Gerente da Comunidade

Export Companies

resolver

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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duvies
Participante

Export Companies

resolver

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

 

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jennysowyrda
Gerente da Comunidade
Gerente da Comunidade

Export Companies

resolver

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

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air23
Participante

Export Companies

resolver

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

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JessicaH
Alunos da HubSpot
Alunos da HubSpot

Export Companies

resolver

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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air23
Participante

Export Companies

resolver

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

peterfilias
Membro

Export Companies

resolver

Thank you.

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