Keep column orders for lists when exporting to excel

hannaht123

When creating a contact list we set a particular order for the property coloumns to be arranged in. I.e. contact name, then email, then contact owner etc. You are also able to rearrange this via the pop up box when clicking to export. However, when the export to excel (csv) happens the order doesnt stay. So we then have to physically reorder in excel. When there's around 15 columns this can be frustrating

HubSpot updates
9 Replies
MagaliP
Member

Hi, I encounter the same problem (I even have much more columns). I need to reorder them when they are exported to excel.

I confirm this is frustrating (and time consuming, risk of error, column deletion etc to reorder everything :-))

 

louiseW
Participant

Can I ask how you even order the columns within the CRM (before you export) - I am stuck on that stage! Thanks

MagaliP
Member

Hi 

I order the columns in the list. When you open it, click on Actions/Edit Columns. There, I select them in the order I want them to appear in the view (and in the export) or can change the order by drag and drop (select the block with 12 dots) and just move it up or down. Don't forget to save.

Hope I understood your question well. Magali

louiseW
Participant

And what do you do for deals?

 

Thank you!

Louise

MagaliP
Member

I just use Contacts for the moment. Cannot help you on this

Magali

 

hannaht123
Member

Hi Ladies. Ah Magali i really hope they fix it soon! Louise the exact same process that Magali explained so well for re-ordering contacts is the same for deals 🙂 

BastiSchuhl
Top Contributor

@MagaliP @louiseW as @hannaht123  mentioned, the column editing for deals (and all object types: contacts, companies, deals) works the same. For deals, it's essential to use the "Table" view though. Editing columns won't be possible on the "Board" (Kanban") view. Hope this helps.

CCasemore
Participant

This is critical, as we use HubSpot List exports for a number of Lead research activities that can't be done as easily in HubSpot and reordering the columns again in the Excel export is annoying. We would appreciate if the export's column order used the column order of its List.

EricSGoldstein
Member

I agree - this is strange that it loses the column order.