1. Introduction

App Name: DataQuick

Purpose: DataQuick helps HubSpot users quickly export the architecture of their CRM into a downloadable Excel file. It’s ideal for portal audits, cleanup, and documentation, especially for admins, data architects, and agencies managing complex CRM environments.

Prerequisites:

• HubSpot account with Super Admin permissions
• Internet access and modern browser
• Purchased DataQuick license (Professional or Enterprise)

2. Installation Steps

1. Access the App
   Visit: https://app.dataquick.co
2. Sign Up / Log In
   • New users: Click “Sign Up” and complete the form
   • Returning users: Click “Log In”
3. Purchase a License
   • Choose between:
     • Professional ($95)
     • Enterprise ($145)
   • Complete your purchase
4. Connect to HubSpot
   • After login, click “Connect to HubSpot”
   • Authenticate and select your HubSpot portal
   • Approve requested scopes
5. Export Your Data
   • Click “Download Data”
   • Receive a structured Excel file with object/property details

3. Configuration

No additional configuration required post-connection. Your downloaded Excel will include:

• Object-specific sheets (Contacts, Companies, Deals, etc.)
• Property metadata: Name, Internal Name, Field Type, Group Name, Created By
• Enterprise plan includes:
  • Custom object coverage
  • Summary sheet with property counts

4. Using the App

• Open the Excel file to view the exported CRM architecture
• Use it to plan portal cleanups, property naming standardization, or migration documentation
• Note: DataQuick is a read-only tool; changes must be made manually in HubSpot

5. Troubleshooting

Common Issues:

• Can’t connect to HubSpot
  → Confirm Super Admin access and browser pop-up settings
• Empty or partial export
  → Verify portal data and that the correct portal was selected during authorization

Support:
Submit issues or questions via https://bizzyweb.com/support

6. Uninstallation

Disconnect DataQuick from HubSpot:

• Go to your HubSpot settings > Connected Apps
• Find “DataQuick” and click “Disconnect”

License Notes:

• Licenses are bound to the portal upon first use
• If unused, they can be released via your DataQuick dashboard
• Used licenses cannot be reassigned

Data Handling:

• DataQuick processes data in real time and does not store HubSpot data