Knowledge Base Tool

NicciL
Member

Exporting to Excel

SOLVE

I am trying to export all the contacts to excel.  The issue I am having is I need the contact, the email, city and client name.  

 

I am only able to get email when I do email when export contacts.  But when i do companies download it doesn't have the email but all of the cities, which don't show in contacts.

 

Is there  a simple way i can export with all of the filters I need?

0 Upvotes
2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Exporting to Excel

SOLVE

Hi @NicciL 

 

Contacts and companies are separate objects in HubSpot, storing separate information. To get company info on the contact object, you either need contacts to enter it via forms or map it between them using workflows. 

 

Doing cross object analysis and exports requires HubSpot Pro's list feature. If this a one time requirement a trial of Pro would let you do it - if you can get one. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

johnelmer
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Exporting to Excel

SOLVE

There is now an app in the HubSpot App Marketplace called Ultimate Data Export for HubSpot. You can export the following data tables and their associations directly to Microsoft Excel:

  • Contacts
  • Web Analytics
  • Companies
  • Deals
  • Deal History
  • Owners
  • Campaigns
  • Engagements
  • Emails
  • Products
  • Tickets
  • Forms
  • and more related subdata such as Pipelines and Associations.

Please mark this as a solution if it helps address your needs.

 

John

Did this post help solve your problem? If so, please mark it as a solution.




John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner

View solution in original post

3 Replies 3
johnelmer
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Exporting to Excel

SOLVE

There is now an app in the HubSpot App Marketplace called Ultimate Data Export for HubSpot. You can export the following data tables and their associations directly to Microsoft Excel:

  • Contacts
  • Web Analytics
  • Companies
  • Deals
  • Deal History
  • Owners
  • Campaigns
  • Engagements
  • Emails
  • Products
  • Tickets
  • Forms
  • and more related subdata such as Pipelines and Associations.

Please mark this as a solution if it helps address your needs.

 

John

Did this post help solve your problem? If so, please mark it as a solution.




John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner
PamCotton
Community Manager
Community Manager

Exporting to Excel

SOLVE

Hey @johnelmer 

 

Thank you for sharing this new app!! Amazing!

 

Kindly,

Pam

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0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Exporting to Excel

SOLVE

Hi @NicciL 

 

Contacts and companies are separate objects in HubSpot, storing separate information. To get company info on the contact object, you either need contacts to enter it via forms or map it between them using workflows. 

 

Doing cross object analysis and exports requires HubSpot Pro's list feature. If this a one time requirement a trial of Pro would let you do it - if you can get one. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies