How to export and license your HubSpot history

Short answer: To export your HubSpot history, go to the CRM object you want, such as contacts, companies, or deals, open the view that lists all records, click Export, and choose the file format and properties. HubSpot emails a download link. You need export permissions. No export is needed to start a Latopis check.

Steps below are from HubSpot’s official documentation and are accurate as of October 2026. Menus change, so check the linked sources before you start.

What you need first

• HubSpot requires export permissions to export records.

Export CRM records

1. In your HubSpot account, navigate to the object you want, for example CRM > Contacts, Companies, Deals, or Tickets.
2. Open the view that lists all records, such as All contacts. In board view, use Board options > Export view instead.
3. Click Export.
4. Choose the file format, and optionally rename the file and set the language of the column headers.
5. To include every property and associated records rather than only the columns in the view, choose to customize the export and select all properties and associations.
6. Click Export. HubSpot emails you a link to download the file.

HubSpot also keeps a guide to exporting other content and data in the account; it is linked in the sources below.

Sources

• HubSpot: Export records
• HubSpot: Export your content and data

What buyers value in your HubSpot record

For a construction firm, HubSpot holds how work was won: which bids came in, how deals moved, and what happened with each customer over time. Buyers who license the operating record look for that history alongside the job and project records it led to.

Privacy and ownership

CRM data is mostly about people. Strip or mask personal names, emails, phone numbers, and client details before anything is shared. Names, emails, phone numbers, and account numbers come off before a buyer sees the record, and records you hold for clients as their agent are not part of a license.

You do not need to export anything to start. The Latopis check asks three questions: your systems, the company, and who can sign. You approve the scope before anything moves, and the company keeps its data.

Questions about exporting HubSpot

This page is general information, not legal advice. If contracts with clients or employees limit how records may be used, check them with your own counsel.

Related guides

• Two-minute value check
• All export guides by system
• Find the size of each system
• How to license your operating record
• Data valuation: how the record is valued