Sales Integrations

1604devesh
Member

downloading reports in view using code

SOLVE

hubspot view.png

I am able to download this report which is shown in the image by clicking on "Table actions" and then "Export view". I want to download the same report using some code in a csv or excel format because I need to perform some operations to that data and I want to refresh my data on a daily/weekly basis. So, I cannot go to hubspot link again and again and download the report manually. Thanks in advance for the help.

0 Upvotes
1 Accepted solution
Jake_Lett
Solution
Guide | Partner
Guide | Partner

downloading reports in view using code

SOLVE

Hello. Below is the process I would take to achieve what you are trying to do.

1. open up your existing .csv file in a code editor and take note of the formatting with commas.

2. Next use the HubSpot contacts API to pull your contacts with the properties you need https://developers.hubspot.com/docs/api/crm/contacts

3. format that output to match the csv template you exported in step 1

Additional resources if you are new the using the API


Jacob Lett

Freelance HubSpot CMS Developer & Web Designer


bootstrapcreative-horizontal-trim.png

Located in Michigan, USA

Need a custom HubSpot theme or template? 

 

 

View solution in original post

4 Replies 4
Jake_Lett
Solution
Guide | Partner
Guide | Partner

downloading reports in view using code

SOLVE

Hello. Below is the process I would take to achieve what you are trying to do.

1. open up your existing .csv file in a code editor and take note of the formatting with commas.

2. Next use the HubSpot contacts API to pull your contacts with the properties you need https://developers.hubspot.com/docs/api/crm/contacts

3. format that output to match the csv template you exported in step 1

Additional resources if you are new the using the API


Jacob Lett

Freelance HubSpot CMS Developer & Web Designer


bootstrapcreative-horizontal-trim.png

Located in Michigan, USA

Need a custom HubSpot theme or template? 

 

 

natsumimori
Community Manager
Community Manager

downloading reports in view using code

SOLVE

Hi @1604devesh ,

 

Could you clarify what do you mean by saing "download the same report using some code in a csv or excel format"?

Here is a general guidance on how to export contact records: [Export contacts, companies, deals or tickets]

0 Upvotes
1604devesh
Member

downloading reports in view using code

SOLVE

Hi @natsumimori 

As mentioned in the link provided by you, I can download report by visiting the hubspot website but I want to download the exact same report without visiting the hubspot website. I want to use some kind of pyhton code for doing that or any other programming language would also work. Thanks

0 Upvotes
natsumimori
Community Manager
Community Manager

downloading reports in view using code

SOLVE

Thank you for the clarification @1604devesh .

@Kevin-C and @Jake_Lett , do you know if this is possible??

0 Upvotes