How To Export Data from HubSpot to CSV
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Introduction
Exporting data from HubSpot to CSV format is a straightforward process that enables efficient data management and analysis.
This guide will walk you through the precise steps required to export your HubSpot data into a CSV file, ensuring you can easily utilize the data across different platforms.
Additionally, we'll explore how Sourcetable lets you analyze your exported data with AI in a simple to use spreadsheet.
Exporting Data to CSV Format from HubSpot
- HubSpot provides multiple options to export data to CSV format. This includes exporting reports, analytics, knowledge base articles, URL redirects, and contact records. Exporting data helps in data analysis, reporting, and archiving. The exported data is sent via email and is also accessible in the notification center.
- To export reports to CSV from HubSpot, navigate to Reporting & Data > Reports. Select the desired report and click on Export in the upper right corner. In the dialog box, choose CSV from the File format dropdown menu and then click Export. A download link will be sent to your email once the export is processed.
- Analytics data can be exported to CSV from HubSpot to perform deeper analysis. This process typically follows the same steps as exporting reports, ensuring you can capture important metric data in a manageable format.
- Exporting knowledge base articles to CSV from HubSpot can be done by navigating to the relevant section and following similar export steps. This allows you to review or backup your knowledge articles efficiently.
- URL redirects can also be exported to CSV for easier management. By following the standard export procedure, you can ensure all your redirects are documented and accessible for review.
- To export contacts, log in to your HubSpot account and navigate to CRM > Contacts. Click Export in the top right corner of the table. In the dialog box, select CSV as the file format and optionally choose the language for column headers. Customize the export settings if needed and click Export. Check your email for the download link to your exported file.
- HubSpot allows customization of export settings to fit your data needs. You can export data in CSV or XLSX formats, but CSV files are not limited by the number of columns. The maximum number of rows per export is 1,000,000. Large exports may be split into multiple files and zipped if they exceed certain size thresholds. Up to 300 exports are allowed within a 24-hour period, and you can run up to three exports concurrently.
- You can also use the engagements API to export activities from HubSpot. This allows for more automated and customized data extraction processes, fitting more specific business needs.
Overview
Exporting Reports
Exporting Analytics
Exporting Knowledge Base Articles
Exporting URL Redirects
Exporting Contacts
Export Settings and Limits
Using the Engagements API for Exporting Activities
How to Export Your Data to CSV Format from HubSpot
Exporting HTML and Coded Files
You can export HTML files of your pages and blog posts from HubSpot, which is recommended when importing content to another platform. Navigate to Content > Website Pages or Content > Landing Pages and click Actions > Export all pages and blog posts (HTML). Additionally, you can export all coded files from the design manager.
Exporting Blog and Page Data
To export a spreadsheet of blog post data, navigate to Content > Blog, then click Actions > Export blog posts. For page data, navigate to Reporting & Data > Reports and click the Pages tab, then click Export.
Exporting Files and URL Redirects
To export a .zip file of all your files, navigate to Library > Files and click Export all files (ZIP). For a CSV of URL redirects, go to Content > Domains & URLs, select the URL Redirects tab, and click Export.
Exporting Sitemaps and Knowledge Base Articles
To export your sitemap, navigate to Content > Domains & URLs, click the Sitemap tab, then copy and paste the sitemap from the XML file. For Knowledge Base articles, go to Content > Knowledge Base, click More tools > Export knowledge base articles, and select your desired file format.
Exporting Analytics and Prospects Data
Export analytics data by navigating to Reporting & Data > Reports, selecting the relevant report, and clicking Export. For prospects data, use the global search bar to search for Website Visits, click on it, then click Export in the Options dropdown menu.
Exporting Workflows, Reports, and Dashboards
To export workflows, navigate to Automations > Workflows and use the Table actions dropdown to click Export view. For individual workflows, click the specific workflow and select Export as .PNG. To export reports and dashboards, navigate to Reporting & Data > Reports and click Export.
Exporting Marketing Data
For marketing email analytics, go to Reporting & Data > Emails and click Export. Export CTA analytics by navigating to Reporting & Data > CTAs (legacy) and clicking Export. For page and blog analytics, go to Reporting & Data > Pages/Blogs and click Export.
Exporting CRM Content and Sales Data
To export lists, contacts, companies, deals, and tickets, navigate to CRM > Contacts and click Export. For tasks and properties, go to CRM > Tasks and click Export. To export sales data, follow the same process under the appropriate CRM section.
Exporting Records
You can export your records in HubSpot in either list view or grid board view. For list view, click Export at the top right of the table. In grid board view, click Board options and select Export view. You can customize file formats, languages, properties, and associations for the export.
Exporting Contacts and Data Limits
Export contacts from HubSpot to CSV by navigating to the contacts section and clicking Export. Remember, CSV files can have up to 1,000,000 rows, while XLSX files are limited to 65,535 rows and 16,384 columns. Customize your export settings for an optimized data transfer experience.
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HubSpot: Essential Use Cases
Improving Enterprise Sales Processes |
WeightWatchers used HubSpot to completely revamp their enterprise sales process. By leveraging HubSpot, they enhanced their workflow efficiency and sales performance, demonstrating the platform's capability to streamline sales operations. |
Aligning Marketing Processes |
Momentive used HubSpot to align their marketing processes. This helped ensure that marketing strategies were cohesive and effectively targeted, showcasing HubSpot's strength in marketing coordination and process integration. |
Increasing Conversion Rates |
ClassPass used HubSpot to increase their conversion rates. HubSpot's robust set of marketing and sales tools directly contributed to their improved customer acquisition and retention rates. |
Boosting Revenue |
Several companies, including WyreStorm, Ving, and Rock Content, used HubSpot to significantly boost their revenue. HubSpot enabled these companies to optimize their sales and marketing strategies, resulting in substantial revenue increases. |
Achieving Growth in Deal Generation |
Ceros used HubSpot to achieve 180% growth in deal generation through smarter prospecting strategies. This illustrates HubSpot's powerful capabilities in lead generation and deal flow management. |
Scaling Business Operations |
Handled used HubSpot to scale their business from zero to 121 locations. HubSpot's tools facilitated efficient management of logistics and operational processes, allowing for rapid expansion. |
Why Choose Sourcetable Over HubSpot?
Sourcetable is an efficient alternative to HubSpot. It consolidates all your data into one spreadsheet from various data sources, enabling real-time queries. This feature provides a streamlined approach that is ideal for data-centric businesses.
The platform operates with a familiar spreadsheet-like interface, making it easy for users to manipulate and interact with their data. Unlike HubSpot, Sourcetable focuses on real-time data access, ensuring you always work with the most current information.
Sourcetable excels in data integration and manipulation, offering a powerful tool for businesses needing robust data insights. Its real-time database querying capability stands out as a crucial advantage over HubSpot's more static data management approach.
Frequently Asked Questions
How can I export my contacts from HubSpot to a CSV file?
To export contacts, log in to your HubSpot account, navigate to CRM > Contacts, and click Export in the top right of the table. In the dialog box, select CSV as the file format, choose the language for the column headers (optional), customize the export settings if needed, and click Export. Check your email for a download link to your export file.
What types of data can be exported as CSV files from HubSpot?
HubSpot allows exporting various types of data as CSV files, including contacts, companies, deals, payments, tickets, custom objects, URL redirects, and activity reports.
How do I export a spreadsheet of blog post data from HubSpot?
To export a spreadsheet of blog post data, navigate to Content > Blog and click Actions > Export blog posts.
Can I export analytics data from HubSpot to a CSV file?
Yes, you can export analytics data from HubSpot to a CSV file. Navigate to Reporting & Data > Reports and click Export to do so.
Is there a limit on the number of rows and columns for exported CSV files in HubSpot?
Yes, the maximum number of rows for CSV and XLSX files is 1,000,000. The maximum number of columns for XLS and XLSX files is 256 and 16,384, respectively.
Conclusion
Exporting data from HubSpot to CSV is a straightforward process that allows you to back up your data and utilize it in various other applications. By adhering to the steps outlined, you can ensure a seamless transition of your data.
Once exported, these CSV files can be analyzed effectively to derive meaningful insights. To streamline this process, sign up for Sourcetable to analyze your exported CSV data with AI in a simple-to-use spreadsheet.
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