Export All Properties in CSV.

We just switched over to HubSpot from Salesforce and are trying to do an audit on which properties we have - so we can find duplicates and either merge or delete them. It would be great if we could export all existing Properties in our system with their Name, Description, Type, # Contacts w/ Value, Workflows Used In, Lists Used In, etc. 

HubSpot updates
Export All Properties in CSV.Moderator
changed to: Being Reviewed
Segunda-feira

Hello HubSpot Community, 

Thank you as always for your continued feedback, it helps us build a great product.

We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. The request to export all properties is an interesting one, especially for the migration cases described here. Based on the comments and use cases you all have listed, we are reviewing this request and its feasibility among other priorities on our roadmap. At this time I don’t have any details around timing or delivery, but thanks to the comments and votes on this post we’re actively looking into a solution.

72 Comentários
New Contributor | Platinum Partner
New Contributor | Platinum Partner

This is crazy that you cannot do this. Need this ASAP

Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

+1 for this idea! 

Berater

How is it possible this isn't available? Seems like a very typical admin requirement.

Profi

Bump this up, this would be great

Sachkundiger

Bumping as we need this feature as well. We have a contact property that lists our part-time educators. These names change regularly as people join and leave the team. It would be helpful to be able to export a list of who is currently in there and compare it to our HR database. Even the ability to copy and paste into excel would be fine! We can't do that with the way the property labels are listed though. 

Berater

Please add this to the roadmap!!

Neues Mitglied

Agreed, going through the HS <> Zoho integration process using Automate and looks like it's going to be messy. 

Mitwirkender

Please add this option.  We can export so much, why not the properties?

Berater

Double yes! Please implement this, it will make managing and cleaning up our data base infinitely easier!

Regular Contributor | Gold Partner
Regular Contributor | Gold Partner

Agreed. A lot of our clients choose HubSpot because of its integration posibilities. But issues like this one make the job really hard for us once we have closed the client.  It´d be greate to see a feature like this coming soon. 

 

Neues Mitglied

Having *all* properties in one filtrable view as opposed to exporting would also achieve this. Anyone who did some work in HS needs to do cleanups from time to time. Currently this is mostly a Manuel Job.manuel_job_1.png

Sachkundiger

We have been using Hubspot a while and have lots of fields in the system. Some we can likely now consolidate and others we probably should delete.

I need the following property information from our instance in a csv or spreadsheet with all the fields to see and manage the fields.. in Company, Contacts, and Deal ( I assume this would be 3 sheets).
- Property Label

- Internal Name

- Description

- Group

- Field Type
- # Companies with a value
- # Workflows
- # Lists

I was told by support that there is no way to get the information myself, and support has no way of providing me the information as well.

I have been told my only choices are to navigate to each property sheet, one by one to manually build the report of the fields in my instance I need and complain here.

Mitwirkender

THIS WORKED FOR ME!! 

 

When I needed a list of all contact properties, this worked for me: 

 

  1. Build a list of just one contact (for simplicity) and export it to Excel with ALL properties. That will give you an Excel sheet with a large number of columns. 
  2. From there it's easy to use the Excel feature to "transpose" columns into rows. https://support.office.com/en-us/article/transpose-rotate-data-from-rows-to-columns-or-vice-versa-34....
  3. Then you have your list of contact properties. 

 

Berater

This would be extremely helpful with the API. Please make it happen!

Mitwirkender

We need this too. What's a workaround? type them out? ugh. 

Berater

Need it to some integration we need to do. HubSpot provides a way to download each property alone but can't do it to the entire list of properties ??? that is ridiculous 

Besucher

This is a must-have feature for any marketing automation tool. It is hard to understand why this feature does not exist?

Berater

100% this!

Berater

Another +1 for this idea - when I'm building templates for data import i need to know the dropdown values so they import correctly. Copying and pasting the values is incredibly inefficient.

Sachkundiger

It would be helpful, when preparing data for import, to be able to export a complete list of all the properties in Hubspot, both default and custom.  Right now, I'm preparing a massive import but to match the fields, I need the list.  I also need to share the list of properties with my colleagues, so that they know what data we have.  Ideally, it would

  • export in a .csv or Excel
  • include the breakdown of any multi-checkbox or dropdown properties.  (For example, I have one multicheckbox property with about 90 checkbox options). 
  • include a column organizing the properties by a category (for example, Phone, Address, Professional, Stats, etc.
  • include who created the field (Hubspot or the user)
  • include the definition of the field, either Hubspot's default definition or the user's definition provided when creating the property).

    This should be fairly easy to export,  I believe. The fields already exist. They just need to be put in a report.  

    I have just had to create, manually, a report like this, and it would be nice to be able to just export it in the future. 

    I'm attaching a screenshot of a portion of my list. This took a couple of hours to do. 

    I realize that Hubspot has certain categories (Contact, Web, etc.).  Please note that my categories are different because they are EXPRESSLY FOR batching together similar fields, in order to match my import fields to Hubspot fields.  For example, I have some data now in which there are 20 phone fields! I need to narrow them down. For that, I need to see all my phone fields, and all Hubspot phone fields. Same with emails.  Not the very broad category "Contact Data" which has everything from phone fields to whether someone is deceased. 

    Anyway this would be a huge help. 

    I just saw that I can't attach a screenshot, nor copy-paste an image into this field. So there's another suggestion.