My idea is to create an import and export approval flow within HubSpot. Currently, the only permissions available related to this is to allow or block both functionality for users.
However, that way either the user loses their autonomy and puts all responsibility for these actions to the admin - who probably has other things to worry about - or we put the security of CRM data at risk with untrained people having this functionality.
I wish there was a way that any CRM user could request to import or export data, but only a few users with specific permissions could approve that request. For that, it would be necessary that the user with access to approval could check which data is being exported or imported.
For Enterprise customers like me, this is a deal-breaker on investing more in CRM.
Hey team, Alex on the import/export product team here.
We're currently in a public beta for export approvals. If you have an Enterprise account, you can enroll following these instructions (search for "Export Approvals"). Here's the documentation for the feature. I'd love to hear your feedback! Let me know how the setup process went. How the approval process is working in your portal, etc.
This is absolutely needed and should be a priority for developers.
Even more important with the non-marketing/marketing contacts plan. We need a way to have users submit approval before importing or exporting lists. Without this check, someone can easily push a large list, add to marketing contacts and accidently push us over our allotment.
Beyond that this is a major security factor. Considering approvals are already in place for email and website publishing, i don't see any reason why this wouldn't be far off from implementing across other assets.
Hey team, Alex on the import/export product team here.
We're currently in a public beta for export approvals. If you have an Enterprise account, you can enroll following these instructions (search for "Export Approvals"). Here's the documentation for the feature. I'd love to hear your feedback! Let me know how the setup process went. How the approval process is working in your portal, etc.
Is there any plan to set approval permissons around Importing lists? I can see the benefit of permissions arounf exporting, but most of in this thread are interesdted in a workflow for imports.
@agirard I am super excited about the export permissions setup. Along with everyone else I would like the ability to use Import with a permission restriction. I don't mind if the sales team creates users with an upload but I don't want them to mass update a restricted property using an import. I want to be sure that the contacts created have the minimum requirements for adding a contact. I have had to delete lists of users that only have a first and last name. I don't want them to create companies as we have a method of doing that so it makes it through the whole system landing in Hubspot last. If they add companies through the import feature I have to delete or merge them into the system generated companies which is a pain.
