Export HubSpot records without forgetting associations
Choose the records and associations deliberately.
HubSpot exports current property values and can include associations, but a standard records export is not the same as exporting every call, note and activity. Keep Record IDs for future matching.
Work through the setup
- Choose the correct view. Open the CRM object and confirm the active filters. If you need all records, start from the All view rather than a convenient filtered pipeline.
- Customize export coverage. Use Export and Customize to choose the properties and associations required. The default is based on the view; do not assume a hidden field is included.
- Preserve matching keys. Include Record ID, contact email where relevant, and relationship IDs needed by the destination. Keep multiple email addresses when they matter to the migration.
- Open the result locally. Check column headers, a sample relationship and row counts. Store the export securely. HubSpot distinguishes record exports from activity exports, so list any activities that still need separate handling.
A worked example
An illustrative sales migration needs contacts, companies and deals. Exporting just a contact view may give you the people but not a reconstructable deal pipeline. Make a matrix with one row per object and columns for ID, properties, associations and activity history. Mark “not exported” honestly rather than assuming the destination can infer it.
What to watch out for
- Export permission is required even if you can view a record.
- The export defaults to the properties and associations in the current view.
- A file that opens successfully can still be missing important columns.
Keep one relationship map
Write down which record ID identifies a contact, a company and a deal in each file. Add a small relationship sample with one contact connected to one company and two deals. That sample gives you a concrete check after importing into the destination. Do not assume the destination uses HubSpot’s IDs internally. Keep a mapping column so that an old ID can still be traced to the new record without relying on a company name that may change.
Sources and evidence
- Export your records (read November 7, 2026)
- Deduplicate records in HubSpot (read November 7, 2026)
Common checks
Does a normal export include every note and call?
No. The official export guide points to separate approaches for contact activities. Plan those separately.
Published November 7, 2026. Sources last read November 7, 2026. Send a correction.