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How to Export HubSpot Data for Celonis Integration

A step-by-step guide to exporting and preparing HubSpot deal progression data for Celonis ingestion

Overview

This article provides a step-by-step guide on how to export deal progression data from HubSpot for integration with Celonis. Since HubSpot does not offer a direct method to export data in the specific format required by Celonis, we will outline how to manipulate the data using Excel.

Step-by-Step Process for Exporting Data to Celonis

1. Exporting Data from HubSpot

  • Access Deals Section: Log in to your HubSpot CRM and navigate to the “Deals” section.
  • Filter Your Deals: Use the available filters to select the specific deals you want to export.
  • Initiate Export: Click on the "Options" button and select "Export" from the dropdown menu.
  • Choose Export Format: Opt for the CSV format for your export.

2. Importing Data into Excel

  • Open the File: Launch Microsoft Excel and open the CSV file that you just exported from HubSpot.
  • Review Columns: Familiarize yourself with the columns included in your exported data, identifying the properties that will be relevant for your analysis.

3. Transposing Data

  • Rearranging Data: Utilize Excel’s functions, such as the TRANSPOSE function, to rearrange your data into the format required by Celonis.
  • Match Specifications: Ensure that your transformed data meets the specifications needed for successful ingestion into Celonis.

4. Saving Your Data

  • Correctly Format and Save: Once you have transposed and formatted the data according to the specifications, save the file in the appropriate format (e.g., CSV or Excel) that Celonis requires.

Tips for Successful Data Export

  • Select Only Essential Properties: When exporting data from HubSpot, choose only the properties that you need. This will reduce clutter and make data manipulation easier.
  • Familiarize Yourself with Excel Tools: Understanding Excel's data manipulation features will help you streamline the transposing process.

By following these steps, you can efficiently prepare your HubSpot data for integration with Celonis. If you require further assistance or have additional questions, please consult the HubSpot knowledge base or reach out to our customer support team for help.