Export a single property's sub-values (e.g. dropdowns, checkboxes)
We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead.
Also do you need an idea category of "properties"? I can't find the best category for this idea.
Hi all, Rachel from the HubSpot Product team here. Wanted to share a small update we've made that should make it easier to copy an individual property's options. To access this, click into Edit Property -> Field Type.
Yes! As an Enterprise CRM client we need to update our properties and it should be an easy export per property, rather than having a person manually type all of the options into excel. I'm surprised this isn't a feature yet. Please add it into the product roadmap.
In any type of property, you currently do not have an option to export the different options/values that exist, nor can you mass-update properties that already exist. These two tasks would be EXTREMELY useful for those of us who integrate HubSpot with other systems, and need to make sure properties match in all of our systems. Currently, it is a painstaking manual process having to add properties each time a new option is added to a field, and in our case, in NetSuite.
Yes, please! I have custom fields at the company and contact level that I need to compare. I would prefer to export and do a v-lookup to quickly identify any inconsistencies instead of having to go one line at a time for 75 different options within these fields. Thanks!
There absolutely should be a way to export the list of values on a property, especially to aid in comparing the property to another system when it is mapped. I am surprised this doesn't already exist as a function.
I agree this seems like a fairly simple/very useful functionality. For example, I'm trying to clean up the property names that we have listed for a property and there are over 200. Trying to do this in the very small sidebar window that HubSpot offers is very difficult. It would be much simpler/more efficient to be able to export to csv so I can organize and sort to find duplicates, etc.
Here is a good example: We're onboarding HubSpot and notice we need to breakdown some of the default properties for Company Industry (ie; Local Government, Sate Government, Federal Government). I want to provide a list of existing properties to my team so we can all comment/discuss. The only way for me to communicate what's on the list is to manually type it out..... I'm suprised this isn't an option on a mature product like HubSpot.
We're in desperate need of this. I need to clean a property with over 800 fields and going through them manually, one by one will take too much time. In the export, I would like to see:
I am wanting to filter the referrers who haven't done a deal with us via workflow. But Hubspot only pull-out the referrers only done deals even though I have all the referrers set up in properties. It would be great If I can pull out or create a workflow to get this done.
This is definitely needed. I spent days going through support since I have a dropdown of over 1,000 options. When exporting it doesn't export all of it, and it is all in one cell! There needs to be a way to export the dropdown options, especially when there's so many!
