HubSpot is a powerful software for Marketing, Sales, and Service that is widely used by businesses all around the globe. Due to the significant amount of data and information stored on these platforms, it is crucial to regularly create backups. This post will provide you with step-by-step instructions for backing up your HubSpot data.
Why is Backup Important?
Backing up HubSpot is vital for various reasons. It offers a safety net against data loss, maintains business continuity, and protects valuable information against unforeseen circumstances such as technical glitches, human errors, or cyber-attacks.
How to Backup HubSpot Data
1. Manual Export
HubSpot allows users to export their contacts, companies, deals, tickets, and other data manually. Follow these steps to export your data:
- Navigate to your account’s Settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Reports > Export.
- Click Request an export.
- In the dialog box, select the data you want to export and click Start export.
- You’ll receive an email with a link to download your data export. It might take some time, depending on the size of your data.
2. Using HubSpot API
For a more advanced and automated backup solution, you can utilize HubSpot’s Application Programming Interface (API). You need to have some technical knowledge or a developer at your disposal to use this method. Here is a basic example:
// get all contacts
var url = 'https://api.hubapi.com/contacts/v1/lists/all/contacts/all?hapikey=' + YOUR_HUBSPOT_API_KEY;
fetch(url)
.then(response => response.json())
.then(data => console.log(data));
Remember to replace YOUR_HUBSPOT_API_KEY with your actual HubSpot API key.
3. Using Third-Party Tools
Various third-party tools can automate the HubSpot backup process. Services like Import2, Skyvia, and Insycle all offer HubSpot data backup solutions.
Conclusion
Maintaining regular backups is a practical approach to safeguard your critical HubSpot data. Whether you choose to manually export your data, utilize the HubSpot API, or use a third-party tool, it’s crucial to secure your business against unexpected data loss.