HubSpot deals export
A CSV/XLSX emailed after Export from the Deals index, assumed to be every deal with its true value. It is only the deals matching the active filter/saved view, with only the view's columns unless "all properties" is chosen, and its Amount column has multi-currency and line-item subtleties.
The shape, how the file is really laid out
One row per deal. Load-bearing columns: Deal Name, Amount, Deal Stage, Pipeline,
Close Date, Create Date, Deal owner. Deal Stage is a label that belongs to a
specific Pipeline, the same-named "Closed Won" can exist in several pipelines.
In a multi-currency account, Amount is in the deal's own currency and a separate
"Amount in company currency" column holds the converted value; a Currency column
names the deal currency. Timestamps export as dates rendered in the exporting
user's / account timezone. Recurring-revenue fields (ARR / MRR / TCV) are
separate properties that are blank unless populated.
The traps
Amount is not always what was sold: when line items / products drive the deal, Amount may be an auto-rollup of line items, or a manually typed number that no longer matches them.
- Every trap in this export, worked through
- The reconciliation anchor, the total the file asserts about itself
- The refusal cases, when to stop and ask instead of guess
Reference: HubSpot Knowledge Base "Export records" · HubSpot "Deals properties" and multi-currency (company currency) documentation