Step-by-Step Guide to Download Data from HubSpot in 2024

Exporting data from HubSpot is a crucial task for businesses looking to analyze their data externally or create backups of important information. In this step-by-step guide, we'll walk you through the process of exporting various types of data from HubSpot, including CRM records, website content, and custom reports. By following these instructions, you'll be able to easily and efficiently download your data from HubSpot and use it for your business needs.

Introduction to HubSpot Data Export

Exporting data from HubSpot is crucial for businesses looking to analyze their data externally, create backups, or migrate information to another system. By exporting your data, you gain the flexibility to work with your valuable business information outside of the HubSpot platform, ensuring you have full control and access to your data. Learn about top sales prospecting tools that can integrate with your exported data.

HubSpot allows you to export a wide range of data types, including:

• CRM records (contacts, companies, deals, tickets)
• Website content (pages, blog posts, landing pages)
• Custom reports
• Marketing assets (forms, CTAs, campaigns)
• Product information

With these export options, you can easily extract the data you need to perform in-depth analysis, create custom reports, or integrate with other tools in your tech stack. You can also enrich your leads by using this exported data effectively.

Preparing for Data Export from HubSpot

Before exporting your data from HubSpot, it's essential to take a few preparatory steps to ensure a smooth and accurate export process:

1. Check user permissions: Make sure you have the necessary permissions to export data from HubSpot. Super admin permissions are required for certain exports, such as bulk exports from the files tool.
2. Understand the data structure: Familiarize yourself with HubSpot's data structure and how different objects (contacts, companies, deals, etc.) are related. This knowledge will help you select the appropriate data to export and interpret the exported files.
3. Clean and organize your data: Prior to exporting, take the time to clean and organize your data within HubSpot. Consider using automate enrichment tools to remove duplicates, update outdated information, and ensure consistency in naming conventions and formatting. A clean dataset will lead to more accurate and useful exports.

By taking these preparatory steps, you'll be better positioned to export the right data from HubSpot and maintain its integrity throughout the process.

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Exporting CRM Records from HubSpot

HubSpot allows you to easily export your CRM records, such as contacts, companies, deals, and tickets, from the CRM section of your account. Follow these steps to export your data:

1. Navigate to the specific CRM record type you want to export (e.g., Contacts, Companies, Deals, or Tickets) from the main CRM menu.
2. Open the view containing the records you wish to export. You can use an existing view or create a new one tailored to your export requirements.
3. Click the "Export" button located at the top-right corner of the table (list view) or click "Board options" and select "Export view" (board view).
4. In the export dialog box, choose your preferred file format (CSV, XLSX, or XLS) from the dropdown menu.
5. Select whether to include only properties visible in the current view or all properties associated with the records.
6. For contact exports, you have the option to include all email addresses for contacts with multiple email addresses. Similarly, for company exports, you can choose to include all domain names for companies with multiple domains.
7. Select the language for your column headers in the exported file.
8. Click "Export" to initiate the export process. You will receive an email with a download link to access your exported file.

HubSpot provides flexibility in customizing your exports by allowing you to select specific properties and set the preferred file format. This enables you to tailor your exported data to your specific needs, making it easier to analyze and work with your CRM records outside of HubSpot. For more advanced data management, check out how to scrape LinkedIn with Bardeen for efficient lead generation.

Exporting Website and Marketing Content

HubSpot makes it easy to export your website pages, blog posts, landing pages, and marketing emails. Here's how to do it:

1. To export website pages and blog posts, go to Content > Website Pages or Content > Blog. Click Actions > Export all pages and blog posts (HTML). Choose your export options and click Export. You'll receive a download link via email and in your notification center.
2. For landing pages, navigate to Content > Landing Pages and follow the same steps as above.
3. To export marketing emails, go to Marketing > Email and click the Export button. Select the file format and any additional options, then click Export. The file will be sent to your email and notification center.

When exporting website and marketing content, you can customize your export by selecting specific properties or applying filters. This allows you to tailor your exported data to your needs.

Keep in mind that exported HTML files can be imported into another platform or CMS, making it easier to migrate your content if needed. If you need help with data extraction, consider using automation tools.

By following these simple steps, you can quickly export your valuable website pages, blog posts, landing pages, and marketing emails from HubSpot, ensuring you have a backup of your content and the ability to use it outside of the platform.

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Utilizing HubSpot's API for Advanced Data Export

HubSpot's API offers powerful capabilities for programmatically exporting data, making it ideal for handling large datasets or integrating with other platforms. Here's an overview of how to set up API calls to export data:

1. To start an export via API, make a POST request to /crm/v3/exports/export/async. Include parameters such as exportType (VIEW or LIST), format (XLSX, CSV, XLS), objectType (e.g., CONTACT), and objectProperties (the properties to export).
2. For VIEW exports, you can filter and sort records using the publicCrmSearchRequest object, specifying filters, sorts, and a search query.
3. For LIST exports, include the listId parameter with the ILS List ID of the list to export.
4. Upon a successful request, the API will return the export's ID. Check the export status by making a GET request to /crm/v3/exports/export/async/tasks/{exportId}/status.
5. Once the export status is COMPLETE, you'll receive a URL to download the exported file. Note that the URL expires after 5 minutes.

Some common API endpoints for exporting data include:

• /crm/v3/objects/contacts to export contact records
• /crm/v3/objects/companies to export company records
• /crm/v3/objects/deals to export deal records

Keep in mind that there are limits to the number of filters and exports allowed within a given time period. By leveraging HubSpot's API, you can automate data exports and seamlessly integrate HubSpot data with your other systems and workflows.

Best Practices and Tips for HubSpot Data Export

When exporting data from HubSpot, it's essential to verify the accuracy of the exported data and troubleshoot any issues that may arise. Here are some tips to ensure a smooth export process:

1. Double-check the export settings before initiating the export to ensure you're exporting the correct data in the desired format.
2. Open the exported file in a spreadsheet application like Microsoft Excel or Google Sheets to verify the data's accuracy and completeness. Consider using tools to connect Microsoft Excel for better data management.
3. If you encounter issues during the export process, try exporting a smaller dataset or breaking the export into multiple files.
4. Reach out to HubSpot support if you continue to face problems or have questions about the export process.

Maintaining data privacy and security during and after the export process is crucial. Consider the following best practices:

• Ensure that only authorized personnel have access to the exported data.
• Store exported files securely and protect them with strong passwords or encryption.
• Delete exported files from your computer or storage devices when no longer needed to minimize the risk of data breaches.
• Comply with any applicable data privacy regulations, such as GDPR or CCPA, when handling exported data.

By following these best practices and tips, you can ensure a successful and secure data export from HubSpot, allowing you to analyze and utilize your data effectively while maintaining the privacy and security of your information. For more on improving your data processes, check out data enrichment techniques.

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Downloading data from HubSpot is a crucial step for businesses aiming to analyze their data outside the platform, perform integrations, or ensure they have backups of their valuable information. While HubSpot provides native ways to export data, automation can significantly streamline this process, making it more efficient and less prone to human error.

With Bardeen, automating data export tasks from HubSpot becomes seamless and highly customizable. Here are a few examples of how Bardeen can supercharge your data handling:

1. Sync LinkedIn Messages to HubSpot Contact: Automate the collection of LinkedIn messages and directly save them into a HubSpot contact, ensuring no interaction is missed and enhancing lead nurturing efforts.
2. Copy all HubSpot products to Google Sheets: Seamlessly transfer your product list from HubSpot to Google Sheets, allowing for advanced data manipulation and sharing across your teams.
3. Copy all HubSpot contacts to Coda: With one click, migrate all your HubSpot contacts to a Coda table, streamlining CRM data management and accessibility.

These automations provide a foundation for robust data management strategies, freeing up time for strategic analysis and decision-making. Start exploring these and other automations by downloading the Bardeen app.