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.
I'm excited to share we've implemented a Export Property Definitions feature, thanks to your feedback. You can now export all property definitions for your Contacts, Companies, Deals, and Tickets! Always nice to share some good news.
We don't have everything from Taylor's original request in the first release. Here are the columns included:
Name
Label
Type
Description
Group name
Form field
Options
Read only value
Read only definition
Calculated
External options
Deleted
Hubspot defined
Created user
This is in limited beta for a short period, and then we'll be rolling it out to all hubs over the coming weeks. Excited to see how you can use this to de-clutter your hub and reclaim master of your HubSpot domain.
Thank you for your continued feedback here. I'm delighted to let you all know that this is something in active development and should be available soon. We'll update this post once it is in beta!
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.
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.
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.
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.
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.
When I needed a list of all contact properties, this worked for me:
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.
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
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.
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.
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