Export of Deals

[EPloehn]

My team has been using the Deals object.  I need to export ALL data and wipe clean to start fresh but then import it all back, after clean up.

Will the export include EVERYTHING - like all notes and calls? Or just the higher level details?  I did an export and don't see that level of detail.

Thank you, E

[FedericoSL]

Hi @EPloehn,

As Karsten said, that is not feasible currently. We're currently on private beta with superlayer.co to help sales teams update the CRM faster and have seen some similar use cases already and might help to address the problem. Feel free to ping me if you think it could be useful to connect!

[karstenkoehler · Accepted solution]

Hi @EPloehn,

Activites (notes, emails, calls, tasks etc) cannot be exported, at least not with the native features of HubSpot. (There are third-party solutions on the HubSpot app marketplace which can help with that.)

If you can avoid it, I'd recommend not trying to wipe your existing portal clean: If you export your deals, you'll also have to export all associated records. Only by importing records of all objects will you be able to restore the associations in HubSpot. If you only export/import deals then these will float around without associations to contacts and companies.

It's definitely possible but it can be a lot of headache and there might be other ways to approach the issue that has sparked your question.

Let me know if you have any follow-up questions!