Recently, our team upgraded to an enterprise level of HubSpot, so we are conducting an overhaul of some of the properties to determine what we could improve use of via calculations. One of the things I wanted to look at to help determine this, and help clean up our back end a little bit, was to look at our data quality and see what is currently not being used and help determine if we need it or if we can delete it. Unfortunately though, I am unable to export this information, which means having to go and search one by one each property. I think that this would be helpful for other users as well to help clean up and improve the quality of data in each CRM so as to best optimize with the creation and use of contact and company personas.
Hey @katiebroyles -- appreciate you submitting this idea! Currently we provide you with property insights within the Data Quality Command Center that show you the properties in your portal and information on how these properties are used, whether or not there are duplicates, etc. More information can be found here.
I'm curious if this provides you with the infromation you need to clean up your data, or if there's still something missing that a full export would assist with. This isn't currently something my team is prioritizing, but would be interested learning more about your use case!
Hey @katiebroyles -- appreciate you submitting this idea! Currently we provide you with property insights within the Data Quality Command Center that show you the properties in your portal and information on how these properties are used, whether or not there are duplicates, etc. More information can be found here.
I'm curious if this provides you with the infromation you need to clean up your data, or if there's still something missing that a full export would assist with. This isn't currently something my team is prioritizing, but would be interested learning more about your use case!
Hi @AGirardin, from our side, an export would have helped to share the properties with colleagues to have additional checks on if they can be removed or need updating. Now I had to share screenshots.
@agirard The ability to export all properties with usage date (number of records with a value for the property) would be very helpful for my team as well. I'd like to be able to update or delete these properties with the API but without the ability to export this data identification of unused properties is a more tedious process.
Usually fields have a lot of dependencies, and a simple export option would have helped a lot to have all the dependencies and fill rate and unused, no data and duplicates in an excel file as this would have helped then to check back with respective team members and make decisions on which ones of the properties would need to be retained.
@agirard I know this isn't a very upvoted topic - but this function would be incredibly useful for completing a HubSpot audit and it *seems* like it would be easy to implement a fix.
Right now doing a proper HubSpot audit to find hard duplicates, semantic duplicates, and merge candidates, you need to:
1. Export property data from objects 2. Use the property insights to isolate properties without data 3. Tediously copy paste to a spreadsheet 4. Use a function to split the property name from other data in the cell 4. Vlookup against all properties to match with useful data such as who created the properties, options, create date, etc.
This is pretty much required for a proper HubSpot Audit/Cleanup, because when running a data analysis to find things like semantic duplicates and merge candidates - you need to isolate those properties that can probably be outright deleted first. To my knowledge there's no way to simply grab a list of all properties that are empty even via the api.
All of this wasted time could be avoided by:
1. Allowing export from the Property Insights Page. 2. Including the property fill rate in the default property export from objects. 3. Even a small visual update that would allow easy copy - pasting of the property names.
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