If you need to access a segment of records outside of HubSpot, you can export an active or static segment of your records and their property values.
For example, you can export a segment if you want to send a spreadsheet to someone else in your organization, or if you need to view contacts associated with an event outside of HubSpot.
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In your HubSpot account, navigate to CRM > Segments.
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Hover over the segment to export, click More, then select Export.
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Select the checkbox next to a property to include in your export. You can click Select all properties at the top to include all properties. In the selected columns on the right, you can click X to remove any properties you don't want in the exported segment.
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Click Next.
- Select a File format.
- Select the language for the exported column headers.
- Click Export. You'll receive an email in your inbox, based on the email you use to log in.
- In the export email, click Download to download your segment export file and open it on your device.
Please note: the following behavior is expected for associations:
- If you include associated company properties, only properties from the associated primary company will be included.
- You cannot export associated records in a segment export. If you want to export records with their associations, export a view instead.
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