What is HubSpot?

HubSpot is a comprehensive customer platform designed to connect various aspects of business operations such as marketing, sales, content management, and customer service. At the core of its functionality is a CRM database that supports a suite of interconnected products, including Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub, and Commerce Hub. These products leverage the centralized CRM to streamline processes and enhance customer interactions.

In addition to its robust CRM capabilities, HubSpot offers a range of features that cater to different business needs. These include lead generation, marketing automation, analytics, advanced CRM features, meeting scheduling, quotes, ticketing, customer feedback, and knowledge base management. The platform is also equipped with a drag-and-drop editor, SEO recommendations, website themes, data sync, programmable automation, data quality automation, as well as tools for managing subscriptions, invoices, and payments.

HubSpot further supports businesses with automation and AI technology, onboarding services, developer tools, and a vast library of free resources, including tools and templates. Its versatility and comprehensive nature make it a valuable asset for any organization looking to optimize their customer relationship management and business operations.

Exporting HubSpot Data to a CSV File

Exporting Contact Records and Other Data

To export your contact records, calls, companies, deals, payments, tickets, and custom objects from HubSpot to a CSV file, access the appropriate section in your HubSpot account. You can choose to export all properties on these records or only the properties displayed in your current view. The exported CSV's columns will be in alphabetical order if exporting all properties, and in the same order as the view if exporting only view-specific properties.

Exporting Activities

Although direct export of activities such as notes or emails is not available, you can retrieve activities by exporting certain activity reports or using the engagements API. This enables you to maintain a record of interactions and engagements in a CSV format.

Managing Export Size and Limits

When exporting to CSV, be aware of the row limits. For the XLS file format, the limit is 65,536 rows. If you need to export more records, choose a different file format. Also, there are system limits to consider: up to 300 exports are allowed within a 24-hour period, and you cannot have more than three concurrent exports. If additional exports are initiated, they will be queued. If you do not receive your export file, it may be due to its size; try exporting in smaller batches.

Setting Up Notifications and Handling Export Files

Super admins can set up notifications to be alerted when large amounts of records are being exported. Once your export is complete, the file will be sent via email. Remember that download links for the exported files expire after 30 days, so be sure to download your files within this timeframe.

Streamline Your Workflow with Sourcetable for HubSpot Data Integration

Forget the old routine of exporting HubSpot data to CSV files and then importing them into a separate spreadsheet program. With Sourcetable, you can directly sync your live HubSpot data into an intuitive spreadsheet interface. This seamless integration not only saves you valuable time but also reduces the risk of data transfer errors that can occur during the export/import process.

Sourcetable's powerful automation capabilities allow you to effortlessly pull in data from multiple sources, including HubSpot, providing a comprehensive view of your business intelligence. By eliminating redundant tasks, you can focus on analyzing real-time data and making informed decisions. Experience the convenience of managing your HubSpot data more efficiently with Sourcetable.

Common Use Cases

• 

  
  Analyzing customer interactions by exporting contacts, companies, deals, and tickets
• 

  
  Creating backup archives of marketing assets and their data
• 

  
  Performing detailed traffic and campaign analytics offline
• 

  
  Migrating knowledge base articles to another platform
• 

  
  Compiling and reviewing customer feedback survey data for insights

Frequently Asked Questions

How can I export my HubSpot data to a CSV file?

To export records, navigate to the record you want to export, click Export in the top right of the table, set the file format to CSV, select the language for column headers, click Export, and then download the file from the link in the email.

What types of records can I export from HubSpot to CSV?

You can export contact, company, deal, payment, ticket, and custom object records. Associated records can also be included in the export file.

Is there a limit to the number of rows when exporting to an XLS file from HubSpot?

Yes, the XLS file format has a row limit of 65,536. If you need more rows, consider exporting to CSV instead.

Can I export all email addresses and domain names when exporting contact and company records to CSV?

Yes, when exporting contact records, you can include all email addresses for contacts with multiple emails, and when exporting company records, you can include all domain names for companies with multiple domains.

What are the limitations on the number of exports I can do from HubSpot?

You can complete up to 300 exports within a rolling 24-hour window and up to three exports at the same time using the HubSpot interface. However, using the HubSpot API, you can only complete up to ten exports in a 24-hour window and only one export at a time.