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SChen4 · ‎nov 2, 2022

Hi, I would like to request the feature of downloading/exporting all attachments from company records in one go.

DianaGomez · ‎out 6, 2023

Some users are located outside the USA and may not have access to the HubSpot payments tool or the built-in Stripe payment processing. To cater to their needs, it would be helpful to have the option of importing payment records for reporting purposes. This would ensure that everyone can effectively track and manage their payments

ADopicoMera · ‎abr 11, 2023

Right now, it is not possible to export the list of all the campaing in the tab Tracking URLs. The idea is to be able to analyze all the data together and quicker with a simple export.

CKarr · ‎abr 6, 2023

Would be great to have the option to automatically email a report daily, weekly or monthly of an Active list export as a CSV file. Currently there is only the option to email a link that goes to my report dashboard, but from there you can only download a pdf. I have a vendor that requires a CSV file.

DBritt · ‎jun 22, 2022

For auditing and organizational purposes, it would be extremely helpful if HubSpot would allow users to export a list of the report names from their report library.

Shawn_AMBOSS · ‎jun 17, 2024

I'm not entirely certain how such functionality doesn't exist, but when uploading email activities and associating them to a deal, there is actually no way to log the email of the sender of that email, NOR the recipient. Practically this means in use cases where the imported email body texts don't contain an email signature which at least contains the email of the recipient, you're stuck with an email activity where you know the activity date, email subject, & email body. You'll have no idea who the email went to, nor who sent it. HubSpot this is in direct response to my support ticket: #15532964

SPostoff · ‎mai 3, 2024

I receive a daily spreadsheet report from an off-platform distributor of our samples. The format lists every sample SKU pulled on the previous day, and so Company, Contact, and Project info is duplicated in the spreadsheet if a client pulls multiple samples for the same Project. I would like to be able to import this spreadsheet on a daily basis into our list of Leads. I hope and assume that HubSpot would identify the duplicate Companies/Contacts, while preserving the metrics about individual SKUs and quantities sampled, as these metrics are important for our market intelligence. When a sampled SKU progresses into a request for an estimate, the Lead will convert into a Deal. Should that Deal be approved, it will convert into a sale. I took the time to create dedicated Leads properties that match each of the columns in my daily spreadsheet, but HubSpot is not able to perform a bulk import on Leads. Can this functionality be added to the site?

jsolis2023 · ‎jun 26, 2023

Hello, I underastand that currently I am not able to import invoices into HubSpot from QBO. At this time, invoices can only be synced via the HubSpot-built QuickBooks integration. In the future, will there be a process to import QBO invoice into Hubspot? The import can manually associate invoices in Hubspot with Companies, Deals, etc. Please let me know if you have any questions. Thank you.

RK5 · ‎ago 31, 2022

Currently there is no way as a HubSpot client, or by HubSpot themselves (via Support) to do a user export which includes the two filters that are on the User & Teams settings screen: Permission Set & Status. These two fields are there as filters in settings, because they are the most useful filters to have, so it equally makes sense that they'd be needed for export too. Super Admins should be able to export this list with these two extra columns in it. The current available data for user export includes: User ID First name Last name Email address Last login date Assigned teams Assigned role Permissions My use case, is I want to take the full list of users and conduct an audit of them, going out to teams to clarify who does/doesn't need access and what level of access everyone needs - I'll also do some general clean up with first/last names, and team & role updates. These two fields I'm requesting would make the former task far eaiser, but can't be exported. So, I'll have to manually note down hundreds of times from HubSpot to excel to record it. To pre-empt the suggestion I could use Permissions, the Permissions (not Permission Set) is a very long string of permissions text and not user friendly to work with teams to determine permissions. Thanks Ryan

KatieMarr · ‎set 18, 2024

My reps spend twice as much time logging their SMS messages as actually sending them. This is a resourcing challenge, as it is eating into their active outreach time. If there were a way to simply upload a log to text messages via CSV at the end of each day, that associates with the contact and ideally company and deal records, it would be amazing. I suspect associating with the company and deal would require an ID, given there isn't a unique identifier for them to use that would never be duplicated in the objects, so if we could at least start with contacts, we can do the rest of the associations after the fact. This would save our reps hours per week, which could go toward more product sales activities.

Grandes mentes pensam igual

download/export all attachments from company records in one go

Importing Contact Payment Records

Export data from tracking URL Builder

Automated CSV export daily, weekly, monthly

Ability to export list of reports from report library

Enable the ability to import email sender, and email recipient for email email activities.

Ability to bulk import a list of leads from a csv spreadsheet

Invoice Import

User & Teams Excel Export to include Permission Set & Status columns

bulk upload logs for SMS and whatsapp

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