HubSpot Ideas

taylorfriss

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
Status aktualisiert zu: Delivered
August 03, 2020 12:28 PM

Hi all!

 

The Export Property Definitions functionality is now available for Super Admins on all hubs.

 

To use it, navigate to Settings > Property Settings, and find the "Export all properties" link. Find more documentation here.

 

I look forward to your feedback!

Jeff Vincent

PM, CRM at HubSpot

 

 

Export property definitions linkExport property definitions link

Status aktualisiert zu: In Beta
July 16, 2020 02:43 PM

Hey all!

 

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.

June 30, 2020 09:53 AM

Hello HubSpot community, 

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! 

- Dylan 

Status aktualisiert zu: Being Reviewed
March 30, 2020 08:23 AM

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.

105 Kommentare
CheryleCuster
Mitglied

I second this request! When integrating Hubspot and Netsuite I need to compare lists and so an extract of drop downs (like State lists, etc) would help.

sake66g
Mitglied

Concur with others comments - we have a drop down of over 200 items! and I need to compare this with other systems. PRefer not to have to wade through pages of a drop-down and copy / pasting data values.

Leyla_Vivanco
Mitglied

 Hey! I support this too. I need to see and compare all the fields on so many contact properties, just export them would be amazingly helpfull. Kudos to op.

 

JasonTisdall
Teilnehmer/-in

I too would like to see this implemented. Very useful. 

I would like such a tool to be bi-directional so that I could also set up contatct property fields.

AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner

Yes, it would be very helpful to be able to export the list of drop-down select values into a spreadsheet. I have some clients that have hundreds of drop-down values and from time to time we need to perform data maintenance on them, and we have to write them all one at a time into a spreadsheet. That's a big waste of time, so it would be helpful to be able to export them into a spreadsheet or even just copy them onto a web page that we could then copy into a spreadsheet to update in bulk.

Kmoloo
Stratege/Strategin | Elite Partner

I'm working on a custom integration and need to make sure all options for certain properties exist in the other system, but can't export Hubspot's options?!

 

Why?  You can export property history but not a comprehensive list of its options?  Doesn't make any sense...

CaseyLeBrun
Teilnehmer/-in | Elite Partner

This needs to be an option ASAP.  Not having this makes property audits and this step of custom integrations much harder than need be.

JennaW
Teilnehmer/-in

 Would love this.  We're in the same boat and would also find value in export for in-depth analysis of client data stored in custom fields.

ArielSanchez
Mitglied

This would be great. Currently, we have to copy from the page into a spreadsheet, which brings over unwanted action terms (i.e. "View Clone Delete"), etc.

AmyFowler
Mitglied

Yes I would like to see this implemented too!

KirstenTange
Teilnehmer/-in

IDEA:

We are merging two HubSpot accounts and had the need to compare properties in the two accounts. I came up with this as the easiest way to export properties.  

 

  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. 

 

Giordan
Mitglied

Big upvote from me and the Plume team on this one!

Vicky
Mitglied | Gold Partner

 It would be very helpfull. Actually I need it now. I need to export dpop down oprtions and I don't know how to do it.

acjandler
Teilnehmer/-in | Diamond Partner

Looking for any possible way to export all the properties. Noting this is a 2017 thread... Is there any update on this from the Hubspot team? 

COReilly
Mitwirkender/Mitwirkende

This is a must for any Admin with a large environment.

TomS
Teilnehmer/-in

Same here!

fabiola_vegfund
Mitglied

Totally agree on this one! I also need to create a match list with all the contact properties that we already have, where they come from and what they have on it. We're building a custom API integration and doing this manually is a PAIN.

Thanks for adding this to your dev to-do list.

Danagayle
Mitglied

This would be such a helpful feature. We are preparing to integrate with NetSuite and I am currently sitting here manually typing Label, Internal Name and Field Type into what looks to be a lenghty spreadsheet.  Exporting would save so much time. Thanks!

jjb868
Teilnehmer/-in | Diamond Partner

 I completely agree. Was looking for the answer to this but found out it couldn't be done. 

namujg
Mitglied

Yes, HubSpot this is much needed!