HELP: Mass Editing Property Values for Contacts

Hi! I have a list of contacts and recently added a new property. Is there a way to mass edit the value of this new property of my contacts accordingly instead of changing them one by one? Thank you so much in advance! :grinning_face:

Hi, You can do so by following the below steps:

Create a workflow.

Click on list membership

Select your uploaded list as your enrollment criteria

On the action of the workflow Select Set property value as mentioned on screenshot

Activate the workflow

Let me know if this still not resolves your query.

Hi @YB_Low ,

We have multiple ways to mass edits on any property :

Option 1 : create a workflow < Click on list membership < Select your uploaded list as your enrollment criteria On the action of the workflow < Select Set property value as mentioned on screenshot < Activate the workflow

Option 2 : Choose a list of records where mass update is required < Select all records to be updated < click edit and choose property to be updated.

Thanks

Hi @YB_Low,

Are you trying to set the same value for all of these contacts? In that case, the bulk editing feature is your best and fastest option.

If the value for each contact derives from another value (when property A has value X, property B should have value Y), it depends. Using a workflow to update properties (using if/then branches and the “set property value” action) might be faster.

In case there isn’t any logic to the values (different value for each contact), your best option would be exporting your contacts, making the change in an Excel file and then re-importing the Excel file. HubSpot will update the value based on the unique identifier (either the object ID or the email address).

Let me know if you have any follow-up questions, happy to help!

Hi @YB_Low ,

Yes, you can achieve this with a simple contact based workflow. you have created a new property, you have a list of contacts. what you have to do now is to create a contact based workflow.

  1. your enrollment trigger’s filter type should be ‘list memberships’ and then select your created list.

  1. Click on plus sign and then go to property management sections and select ‘set property value’
  2. Select the target property type, then the property that you have created and want to update and according to your property make the changes that you want to make.

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.