How to Export Property History in Hubspot
Exporting property history in Hubspot is essential when you need a clear audit trail of changes to your CRM records. This guide walks you through, step by step, how to export property history so you can analyze how data has evolved over time.
With a property history export, you can review past values, see when updates occurred, and understand which tools or users made those changes. This is invaluable for troubleshooting data issues, compliance, and advanced reporting.
What Is Property History in Hubspot?
Property history in Hubspot is a log of all the changes made to a specific property on a record. Every time a value is updated, a new entry is created in the history for that property.
The export will typically include details such as:
- The record identifier (for example, contact or company ID)
- The old and new values of the property
- The timestamp when the change happened
- The source of the change (user, integration, workflow, import, and so on)
This historical data helps teams understand how and why data shifted, which can reveal process issues, user errors, or system integration problems.
Prepare to Export Property History from Hubspot
Before you start the export process, confirm you have the proper access rights in Hubspot and know which object and property you want to analyze.
Check Hubspot user permissions
To export property history, your account in Hubspot must have permissions that allow you to view and export data. Typically, this includes:
- Access to the object you want to report on, such as contacts, companies, deals, tickets, or custom objects
- Export permissions for that object
If you cannot see export options, contact your Hubspot administrator to update your permissions.
Identify the object and property
Decide exactly which property you want to export history for. In Hubspot, each object type has its own set of properties. Common examples include:
- Contacts: lifecycle stage, lead status, email subscription status
- Companies: industry, company size, SLA tier
- Deals: deal stage, amount, close date
- Tickets: status, priority, category
Knowing this in advance ensures you choose the correct settings in the export tool and avoid generating unnecessary files.
Step-by-Step: Export Property History in Hubspot
Follow these steps in your Hubspot account to export the history of a specific property across multiple records.
1. Open Hubspot settings
First, sign in to your Hubspot account. Once you are logged in, navigate to your main settings area:
- Click the settings icon in the main navigation bar.
- Confirm that you are in the correct account, especially if you manage multiple portals.
2. Go to Properties in Hubspot
From the settings menu, access the properties tool:
- In the left sidebar, locate the section for objects and data.
- Select the option labeled Properties.
This section lists all the properties for the different CRM objects used in your Hubspot account.
3. Choose the object and find your property
At the top of the properties screen, choose the object type for the property you want to review. For example, select contacts, companies, deals, tickets, or a custom object.
Then, search for the property by name or scroll through the list. When you locate the property whose history you want to export, click the property name to open its details.
4. Open the property history view
Inside the property details panel, look for an option that shows detailed history. Depending on your interface, you will see a link or button that opens the complete history view for that property.
This history view presents a log of the changes associated with that property, across your records in Hubspot, including timestamps and change sources.
5. Start the export of property history
Within the history view, you will see controls that allow you to export the data. Choose the export option to create a file containing the property history.
Common actions in this step include:
- Selecting an export button or menu option
- Choosing the file format, usually CSV or similar
- Confirming that you want to export history for the current property
Hubspot will process your request and prepare the export file based on the history available.
6. Configure export options in Hubspot
Some accounts may offer additional export options, such as:
- Limiting the export to a specific date range
- Filtering records by owner, team, or other criteria
- Selecting which columns to include in the history file
Adjust these options if needed, then confirm the export. Hubspot will then generate your property history file.
7. Download the property history file
After the export is ready, you will usually receive a download link via notifications or email. Click the link to download the file to your computer.
The resulting file will typically open in spreadsheet tools like Excel or Google Sheets, where you can sort, filter, and analyze the historical property data.
How to Use Exported Property History from Hubspot
Once you have the file, you can put the historical data from Hubspot to work in several ways.
Analyze trends and data quality
Examine the timeline of changes to understand:
- How quickly records move through lifecycle or deal stages
- Which sources frequently override key properties
- Whether there are recurring incorrect values
This helps improve data governance and update your processes in Hubspot.
Audit user and integration activity
The history shows which actor updated each value. This allows you to:
- Review changes made by specific users or teams
- Investigate updates triggered by imports, workflows, or integrations
- Identify unexpected or unauthorized data changes
Auditing property history is especially useful when diagnosing issues after a new integration or bulk import in Hubspot.
Support compliance and reporting
For regulated industries, property history exports can support internal controls and audits. You can:
- Maintain evidence of when certain statuses changed
- Store snapshots of historical values for long-term records
- Share change logs with compliance or legal stakeholders
Use filters and pivot tables in your spreadsheet tool to produce reports tailored to your compliance requirements.
Best Practices for Managing Property History in Hubspot
To get the most value from your exports, consider a few ongoing practices in your Hubspot environment.
- Standardize property usage: Ensure your teams clearly understand how each property should be used, so history remains meaningful and consistent.
- Review integrations: Check which integrations write to key properties and confirm they are configured correctly.
- Document export procedures: Create internal documentation so others can reliably export property history when needed.
- Secure access: Limit export rights in Hubspot to trusted roles to reduce the risk of data exposure.
Helpful Resources for Hubspot Property History
For the latest interface details and any product changes, refer directly to the official documentation on how to export property history: Hubspot knowledge base: export property history.
If you need broader CRM strategy and implementation help beyond the product documentation, you can also explore expert consulting resources such as Consultevo for guidance on optimizing your workflows and reporting.
By following the steps above, you can reliably export property history from Hubspot, gain deeper insight into how your data changes over time, and strengthen both your reporting and data governance processes.
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