Ability to export primary associated company "Name"

Search HubSpot Ideas or Create Idea
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Status: Idea Submitted
Bakertc
Submitted by on ‎Aug 5, 2025 9:06 AM

After a few iterations with the support AI chat bot, it informed of the following:

--------------------------------------

The inability to export the primary associated company name is a current limitation of HubSpot’s reporting exports. The name field you see in the on-screen report is part of the UI for readability, but is not included as a selectable export field for CSV.

Best available solution:

  1. Export your report with the Primary Associated Company ID.
  2. After export, use the ID to join (VLOOKUP/XLOOKUP in Excel or Google Sheets) with a separate export of your full company list, which contains both company IDs and company names.
  3. This will let you reliably attach the correct company name to each contact/record outside HubSpot.

--------------------------------------------------

Why is this a problem?  I have a report that joins companies with contacts because I need to filter on company type=Customer.  I want to export this data sorted by the "Primary Associated Company Name" because at the contact level, we have a myriad of spellings for the company name.  I want to sort/group the contact records by the alpha string company name.  Currently, I can only sort by primary associated company ID, which appears quite random to users.  I will bite the bullet and do as the AI suggests - export both and use a vlookup to join.  It's less than ideal.  It would seem quite easy to make the Primary Associated Company Name a text field available in report.

See more ideas labeled with:
0 Upvotes
1 Reply
h-recker
Contributor
‎Aug 11, 2025 3:33 PM

This is tough and shouldn't be as hard as it is natively. But, you can make this super simple and quick with Coefficient's 2-way HubSpot connector for Sheets/Excel from the marketplace . With it, you can pull in the data you need, including primary association data and keep it on a refresh schedule. Which means you won't need to do any additional vlookups. You can set it all on a refresh schedule as well. 

You can't pull "reports" from the API, but you could easily add every contact from the report onto a list and pull from the list directly. If you have any questions, we have a user community as well you're welcome to join: https://coefficient.io/community

-Hannah