Export HubSpot Data to Excel: A Step-by-Step Guide

How to Export Data from HubSpot to Excel

Exporting data from HubSpot to Excel is a common requirement for users looking to analyze their data further, share information with stakeholders, or simply for backup purposes. HubSpot provides various ways to export different types of data, including contacts, lists, and other CRM records. This guide will walk you through the steps to efficiently export your HubSpot data into Excel format.

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Export HubSpot Data to Excel

To export general content and data from your HubSpot account, including website content, files, and analytics, follow these steps:

1. Navigate to the specific section in your HubSpot account where your desired data is located (e.g., Content, Files, Analytics).
2. Look for an 'Export' option, usually found in the actions menu or at the top right of the page.
3. Choose the file format for your export. HubSpot typically offers CSV or Excel formats.
4. Click 'Export'. You will receive a download link via email or in your HubSpot notification center once the export is processed.

Export Contacts from HubSpot to Excel

Exporting contacts or lists involves a slightly different process:

1. Hover over the list or contact you wish to export, then click the 'More' dropdown menu and select 'Export'.
2. Select the properties you want to include in your export. You can select all properties or specific ones as needed.
3. Choose your file format from the dialog box. HubSpot allows exports in CSV, Excel (XLSX), or other formats depending on the data.
4. Click 'Export'. You will receive an email with a download link to your exported file.

It's important to note that if you include associated company properties in a contact list export, only properties from the associated primary company will be included.

Additional Export Options

HubSpot also allows for the export of specific data sets such as individual contact data, which can be useful for GDPR requests or detailed analysis:

1. Navigate to 'Contacts' in your HubSpot CRM.
2. Click on the name of the contact you wish to export data for.
3. In the top left, click the 'Actions' dropdown menu, then select 'Export contact data'.
4. Choose whether to include contact activities and associations in your export.
5. Click 'Export'. You will receive an email with the export file.

Remember, exporting data from HubSpot is a powerful way to leverage your business information outside of the platform. Whether it's for detailed analysis, reporting, or compliance purposes, following these steps will ensure you can access your data in the format you need.

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While exporting data from HubSpot to Excel can be done manually as described above, automating this process can save you an immense amount of time and reduce the potential for human error. Automation through Bardeen not only streamlines the data export but also ensures that your data is consistently up-to-date, which is crucial for reporting, analysis, and decision-making. To further enhance your productivity, consider automating your HubSpot data management with Bardeen.

Here are a few examples of how Bardeen can automate HubSpot data management:

1. Export All HubSpot Products to a Google Sheets Tab: This playbook automates the process of transferring all product data from HubSpot into a Google Sheets tab, facilitating easier management and sharing of product information.
2. Copy all HubSpot contacts to Google Sheets: Streamline the management of your contacts by automatically copying all HubSpot contacts into a Google Sheets spreadsheet.
3. Sync contact data in Google Sheets to HubSpot: Keep your contact data synchronized between Google Sheets and HubSpot, ensuring your records are always up-to-date.

Automating your HubSpot data management with Bardeen not only saves time but also allows for more efficient and accurate data handling. Start automating by downloading the Bardeen app.