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Overview

This guide walks you through exporting CRM data from HubSpot to prepare for your transition to Reevo. You’ll learn how to export companies, contacts, deals, and tasks—ensuring the necessary fields and relationships are retained. It also includes instructions for capturing a screenshot of your deal funnel.

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Basic concepts & terminology

  • HubSpot Export: The process of downloading CRM data (like contacts, companies, deals, and tasks) into CSV files from HubSpot.
  • Properties: Fields tied to records in HubSpot (e.g., name, email, lifecycle stage).
  • Associations: The relationships between records (e.g., a contact associated with a company).
  • Deal Funnel: A visual representation of your pipeline stages.

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Where to find it

  • Companies, Contacts, Deals: In the main navigation of HubSpot CRM.
  • Tasks: Via Reporting & Data > Reports.
  • Deal Funnel: Under ⚙️ > Data Management > Deals > Pipeline.
  • Export Hub: ⚙️ > Data Management > Import & Export.

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How to export

Companies
  1. Go to the Companies view in HubSpot.
  2. Click the Export button. (You may need to contact your HubSpot admin if the Export button is disabled for you) 2024 07 22 14 42 Pn
  3. Customize the export configurations:
    • All properties and all associations on records
    • Include all associated records in each association column Screenshot2024 07 22at3 13 18PM Pn
  4. Navigate to ⚙️ > Data Management > Import & Export.
  5. Download the exported companies CSV.
Check out our tutorial video here. Contacts
  1. Go to the Contacts view in HubSpot.
  2. Click the Export button.
  3. Customize the export configurations:
    • All properties and all associations on records
    • Include all associated records in each association column
  4. Navigate to ⚙️ > Data Management > Import & Export.
  5. Download the exported contacts CSV.
Deals
  1. Go to the Deals view in HubSpot.
  2. Click the Export button.
  3. Customize the export configurations:
    • All properties and all associations on records
    • Include all associated records in each association column
  4. Navigate to ⚙️ > Data Management > Import & Export.
  5. Download the exported deals CSV.
Deal Funnel
  1. Click on ⚙️ in the menu bar.
  2. Navigate to Data Management > Deals > Pipeline.
  3. Take a screenshot of the full deal funnel. Untitled Pn
Check out our tutorial video here. Tasks
  1. Navigate to Reporting & Data > Reports.
  2. Click Create report and search for Tasks.
  3. Select the Tasks incomplete assigned to all reps by activity date report.
  4. Save the report and choose Don’t add to dashboard.
  5. Go to reports, hover over the task report, and select Export from the Actions dropdown menu.
  6. Enter a name for the export, select CSV format, and click Export. You’ll receive an email with a download link.
Reference: https://knowledge.hubspot.com/tasks/export-tasks Check out a video on how to do this here. Checklist of Export Produced
  1. Companies Export CSV
  2. Contacts Export CSV
  3. Deals Export CSV
  4. Deal Funnel Screenshot
  5. Tasks Export CSV
Submission Instructions Once you have all the necessary files, please email them to ross@reevo.ai.

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FAQs

Do I need admin permissions to export data? Yes, in most cases, exporting data requires admin-level access in HubSpot. What if I don’t see the export button? You may not have the right permissions. Contact your HubSpot admin to enable export access. What file format should I use for Reevo imports? Export your data in CSV format to ensure compatibility with Reevo’s import tools. Do I need to clean or format the CSV files? No need to format them—just ensure you select “all properties and all associations” in the export configuration. Where do I send the exported files? Email the files to ross@reevo.ai once everything is complete. Is the deal funnel screenshot required? Yes, it helps Reevo replicate your existing sales pipeline setup.