How to Export All Fields and Field Properties in HubSpot

In the dynamic world of customer relationship management (CRM), data isn’t merely a byproduct—it’s the foundation of every strategic decision you make. As professionals like RevOps Directors, CRM administrators, or business leaders aim to deliver results, how effectively you manage your CRM data can make or break your success.

One often-overlooked but impactful task when managing data in HubSpot is exporting all fields and field properties. Why is this task a game-changer? Whether you’re streamlining your workflows, integrating tools to scale your business, or simply ensuring data hygiene, this export provides unmatched transparency into your CRM architecture.

In this blog, you’ll learn how to export fields and field properties in HubSpot, explore actionable ways to leverage this functionality, and dive into tips, examples, and industry insights for CRM mastery.

Why Exporting Field Properties from HubSpot Is a Game-Changer

Think of your CRM like a neatly organized library. Each field within HubSpot—be it a contact name, deal amount, or lifecycle stage—is equivalent to a labeled book in that library. As your business grows, so too does the clutter, with unlabeled books, duplicate versions, and outdated materials piling up over time. Exporting all HubSpot fields is akin to taking a complete inventory of this library.

Here’s why this task is not just useful—it’s essential:

1. Achieve Visibility Like Never Before

Exporting properties gives you a 360-degree view of your CRM data structure. Imagine being able to see all property names, their purposes, and dependencies in one place. This comprehensive snapshot helps you understand how data flows through your system.

Example Insight: In one company’s export, they discovered outdated properties like “Annual Revenue 2018” that were no longer relevant to current reporting. Removing these fields decluttered their interface and improved the focus on real-time metrics.

2. Maintain Data Hygiene

HubSpot CRMs often accumulate unused or misaligned properties over time. Exporting your properties is like performing an audit to spot duplicates or inconsistencies, ensuring your CRM remains clean and efficient.

Success Story: A SaaS company exporting their legacy CRM properties noticed 20+ duplicated fields for deal stages created by various teams. By consolidating these fields, they not only improved data clarity but also avoided errors in marketing automation workflows.

3. Streamline Collaboration Across Teams

Data-driven success requires seamless collaboration between sales, marketing, and operations teams. Exporting and sharing property insights ensures all team members work from the same playbook.

Practical Tip: Send the exported file to department leads before meetings. Use it as a source of truth for discussions about improving data collection, reporting, and forecasting strategies.

4. Enable Data Strategy Alignment

Your CRM should evolve alongside your organization. An exporting habit gives you the clarity to measure whether your current data setup aligns with your company’s strategic priorities.

Industry Insight:

According to recent CRM benchmarks, organizations that proactively manage and update their CRM structure are 30% more likely to report increased operational efficiency.

By understanding the broader significance of exporting HubSpot properties, you can ensure your CRM serves as a powerful enabler of growth—not a bottleneck.

How to Export All Fields and Properties in HubSpot: A Step-by-Step Walkthrough

Now that you understand the unparalleled value of exporting HubSpot properties, let’s break down the steps:

Step 1: Access HubSpot Property Settings

1. Log in to your HubSpot account.
2. Click on the Settings icon (⚙) in the main navigation bar.
3. In the left-hand sidebar, locate the Properties section. This is the control center for managing your CRM’s custom fields.

Pro Tip: If you use HubSpot often, consider bookmarking the Properties page for quicker navigation. Efficiency is everything!

Step 2: Export Properties

1. Look for the Export all properties button in the top-right corner of the Properties dashboard. Click it.
2. HubSpot will process your request and prepare a downloadable .CSV file that contains all properties across your portal.
3. Download the file to your desktop or preferred storage location.

Quick Tip for Beginners: While this process is straightforward, be prepared for a large file if your CRM instance has accumulated many properties.

Step 3: Analyze the Exported Data

Open the exported .CSV file in Excel, Google Sheets, or any other spreadsheet tool for review. Key columns in the file include:

• Property Name: Descriptive names visible in HubSpot.
• Object Type: Specifies if the property is tied to Contacts, Companies, or Deals.
• Field Type: Highlights whether the field is a text box, dropdown, number, or other format.
• Options: The list of values available for fields like dropdowns or multi-select fields.
• Usage Data: Indicates dependencies like workflows, forms, or reports.

Step 4: Take Action on Insights

With the data at your fingertips, start improving your CRM. See below for actionable use cases.

Use Cases: How to Leverage Exported Properties for CRM Mastery

Here are practical ideas and examples for translating the export into impactful CRM decisions:

1. Conduct Regular Audits for Clean Data

Use the exported properties to flag and remove outdated, redundant, or unused fields. A cleaner database saves team members valuable time while reducing errors.

Best Practice:

• Create a checklist for audits every quarter.
• Mark unnecessary properties for deletion or archiving.

2. Optimize Workflows and Automations

Streamline your automations by consolidating and standardizing key fields used in triggers and actions.

Example: A professional services company found discrepancies in “Lifecycle Stage” naming conventions (e.g., “Sales Qualified” vs. “Sales Qualified Lead”), complicating workflows. One standardized term simplified automation and reporting.

3. Plan Future Integrations with Ease

Exported data helps you map HubSpot fields for smooth integrations with tools like Salesforce, Snowflake, or custom applications. Proper alignment reduces manual correction efforts later.

4. Collaborate on CRM Strategy Improvement

Share export insights during cross-functional strategy meetings to encourage better interdepartmental understanding.

Pro Tip: Highlight high-priority fields (e.g., revenue data) that need stricter input guidelines for consistency.

Educational FAQs: Addressing Common Concerns

Q: Will exporting affect my CRM data?
A: No, exporting is a read-only function that doesn’t alter or delete any data in your database.

Q: Can I bulk-edit properties and reimport them?
A: HubSpot doesn’t allow property re-import for updates. Manual edits are required.

Conclusion: Elevate Data Management with Smart Export Practices

Exporting all fields and field properties in HubSpot equips you with the clarity needed to optimize your CRM infrastructure. By regularly auditing your data, aligning teams, and preparing for scalable integrations, you can foster organizational growth grounded in reliable insights.

Don’t leave critical CRM tasks to chance. Take 15 minutes today to export your properties and start paving the way for a more efficient, aligned HubSpot environment.

Ready to get started? Log in to your HubSpot account now and put the steps into action.

Looking for expert guidance to streamline your HubSpot CRM? Contact us for consulting or explore more of our resources on HubSpot optimization!