Dashboards & Reporting

MMetros5
Colaborador

Unable to Export “Entered Stage Date -“ Fields for backfill

resolver

Hi All,

I have to backfill dates that deals landed in specific stages.

 

I created 3 new fields on the Deal Object:

  • Date Entered Demo Stage Date
  • Entered Contract Sent Stage Date
  • Entered Commit to Move Forward Stage

 

Right now I am trying to backfill these newly created date fields by creating a “Deal” report and using the Hubspot Default Fields that begin with “Entered Stage Date -.“

 

The issue with this approach is that when I export the report I get an error message that says:

 

Export without some properties?

Some properties in HubSpot contain data that currently cannot be exported, or might not display as expected in your export. The following properties are affected:

 

 

Unfortunately, I cannot export these date fields. Thus not allowing me to bulk update these date fields onto the deal record. What is the next best solution for backfilling these date fields

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Unable to Export “Entered Stage Date -“ Fields for backfill

resolver

Hi @MMetros5,

 

When you export the property history of the Deal stage property itself, that will contain the date information. You'll need to perform some Excel magic but the information is all there.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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5 Respuestas 5
Prudhvi
Participante

Unable to Export “Entered Stage Date -“ Fields for backfill

resolver

Do we have any updates on this feature?

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kvlschaefer
Administrador de la comunidad
Administrador de la comunidad

Unable to Export “Entered Stage Date -“ Fields for backfill

resolver

Hi @Prudhvi,

 

Thanks for reaching out!

 

Can you specify which feature you are referring to please? 

The more information you can include, the better we can provide guidance on the next steps on where to view the status on a submitted idea.

 

Thank you,

Kristne


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0 Me gusta
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Unable to Export “Entered Stage Date -“ Fields for backfill

resolver

Hi @MMetros5,

 

When you export the property history of the Deal stage property itself, that will contain the date information. You'll need to perform some Excel magic but the information is all there.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

WrinklyBrains
Participante

Unable to Export “Entered Stage Date -“ Fields for backfill

resolver

But that only works for individual deals. How do I bulk export property history for all deals? Or am I missing something?

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kvlschaefer
Administrador de la comunidad
Administrador de la comunidad

Unable to Export “Entered Stage Date -“ Fields for backfill

resolver

Hi @WrinklyBrains,

 

Thanks for reaching out!

 

Currently, we can only export the property history of one property at a time, see instructions here

 

While this isn't currently an available feature, I can definitely see where having this feature would be beneficial! I’d encourage you to post this idea in our ideas forum. Our product teams use our forum as a resource to improve and update our tools for our customers. 

 

Best,
Kristen


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