HubSpot Ideas

EriclKlein

Add Export instructions to the Import/Export Page

When looking at Import/Export there is no option or information about how to export the data, so all you see is import.

It would be helpful if there was a link to the help article (https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets) about how to do exports. 
It would be even better if there was a way to export in Hubspot format so we can combine or change Hubspot accounts without needed to go to Excel of CSV.

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1 Reply
johnelmer
Top Contributor | Elite Partner

There is now an app in the HubSpot App Marketplace called Ultimate Data Export for HubSpot. You can export the following data tables and their associations directly to Microsoft Excel:

  • Contacts
  • Web Analytics
  • Companies
  • Deals
  • Deal History
  • Owners
  • Campaigns
  • Engagements
  • Emails
  • Products
  • Tickets
  • Forms
  • and more related subdata such as Pipelines and Associations.

Please mark this as a solution if it helps address your needs.

 

John