This guide will walk you through exporting attribution and event reports from HubSpot. You’ll create a view in HubSpot and export it as a .csv file. However, keep in mind that steps may vary based on your specific HubSpot setup and its objects and properties. For more detailed instructions, please refer to the HubSpot documentation and specifically Create and export a view.

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Creating and Exporting a View

  1. Navigate to your deals pipeline in HubSpot and create a new view.
Create new view in HubSpot deals pipeline
  1. In the view you just created, click Apply Filter to show only deals where Cello’s referral code (ucc) is known.
Apply filter for Cello referral code (ucc)
  1. Select the required columns for the Attribution & Event report. Make sure that the exported records can be linked with the records in the Purchases report via a common field, either the Referred Account ID or Cello’s referral code (ucc). The Attribution & Event report should, at the very least, contain the following fields:
    • Referred Account ID (which equates to the Internal Account ID)
    • Cello's referral code (ucc)
    • Custom Event
    • Create Date
    • Last Modification Date
Select required columns for Attribution & Event report
  1. Save the view.
  2. Finally, click Export to export the view to a .csv file.
Export view to CSV file With these steps, you should be able to successfully create and export your custom HubSpot reports for use with Cello.