Having trouble exporting

[SMiles8]

Hi,

I'm going to the 'contacts' page on Hubspot, and entering a client name. 

When I'm ticking the box by 'name', and then 'selecting all records', the option to 'export' disappears.

Basically, as soon as I tick the box by any of the names, export disappears and is replaced by a new bar of options. This didn't use to be the case.

Can anyone let me know how I can select all the names on the client contacts and then export please?

Thanks,

Simon

[Josh · Accepted solution]

Hi @SMiles8,

If you only want to select specific records to export you should apply a filter first.

After applying the filter you will still see the export button and export only the records in that view.

Here's info on filters: https://knowledge.hubspot.com/records/view-and-filter-records

Here's info on exporting: https://knowledge.hubspot.com/import-and-export/export-records

Hope this helps!

Josh

[RubenBurdin · Accepted solution]

@SMiles8 I know the new UI is a bit sneaky the moment you tick a check-box HubSpot swaps the top bar from Table actions to Bulk actions, and that second bar no longer shows Export.

Here’s the simple way around it:

• Skip the check-boxes altogether. First open a filtered view that already shows only the contacts you want (e.g. search the client name, then click Save view → Private).

• In the upper-right corner of the table, hit Table actions › Export view (three-dot “Export” button on older layouts). HubSpot will package everything in that view into a CSV/XLS without you selecting any rows.

If Export view is missing entirely, that usually means:
– Your user lost the Export permission (ask a Super Admin to toggle it back on under Settings › Users & Teams).
– Or you’re in a board/kanban layout; switch to list view and the export button re-appears.

Need just a handful of lines? Keep using bulk select, but click Actions › Export from the new bar that appears after you tick — HubSpot only shows that option if fewer than 200 records are selected; once you hit Select all it hides again (odd, but documented).

From what I know these are the only quirks; once you use view-level export the file lands in email + notification bell in seconds and you’re good.

Hope this helps.

[SMiles8]

Hi all - thanks for the comments.

So before - I would tick the box thst the cursor's highlighted over in the screenshot below 

And then, it used to allow me to 'select all contacts' - as per the below

But as you'll see in the second screenshot - once I've ticked that box, 'export' disappears. That didn't use to happen. 

You've mentioned filters - but I'm not sure what filters I should be applying here? I just want to select all of those records and click 'export' like I used to.

Or - is it now that if I just click 'export' from the first screenshot, without ticking any names - it will export them all?

Thanks in advance

Simon

[Josh · Accepted solution]

Hi @SMiles8,

Yes, just click export before checking the boxes on the left side. That will allow you to export all of the contacts.

Josh 

[RubenBurdin · Accepted solution]

@SMiles8 I know the new UI is a bit sneaky the moment you tick a check-box HubSpot swaps the top bar from Table actions to Bulk actions, and that second bar no longer shows Export.

Here’s the simple way around it:

• Skip the check-boxes altogether. First open a filtered view that already shows only the contacts you want (e.g. search the client name, then click Save view → Private).

• In the upper-right corner of the table, hit Table actions › Export view (three-dot “Export” button on older layouts). HubSpot will package everything in that view into a CSV/XLS without you selecting any rows.

If Export view is missing entirely, that usually means:
– Your user lost the Export permission (ask a Super Admin to toggle it back on under Settings › Users & Teams).
– Or you’re in a board/kanban layout; switch to list view and the export button re-appears.

Need just a handful of lines? Keep using bulk select, but click Actions › Export from the new bar that appears after you tick — HubSpot only shows that option if fewer than 200 records are selected; once you hit Select all it hides again (odd, but documented).

From what I know these are the only quirks; once you use view-level export the file lands in email + notification bell in seconds and you’re good.

Hope this helps.

[Josh · Accepted solution]

Hi @SMiles8,

If you only want to select specific records to export you should apply a filter first.

After applying the filter you will still see the export button and export only the records in that view.

Here's info on filters: https://knowledge.hubspot.com/records/view-and-filter-records

Here's info on exporting: https://knowledge.hubspot.com/import-and-export/export-records

Hope this helps!

Josh

[Binnsie]

I have the same issue, i.e. no export button when multiple records are selected.

I have a few questions:

1) why was functionality removed without notifying users?

2) why isn't your helpdesk aware of the change?

3) your alternative solution only works if you can use filters to arrive at the list of records you require.

Please can we have the export button back.