How to migrate custom field property which is Text Field to Number Field without loosing data

Smart CRM & Sales Hub CRM
2

Hi @cb-madhukiran1,

I’m sure there’s a funky way of dealing with this if you’re on e.g. Pro or Enterprise subscriptions… probably using Workflows (how I wish I had workflows!!!).

Anyway, assuming you’re on a basic/starter subscription, you should be able to achieve this using export and import.

  1. Export your contacts/companies from Lists.
  2. You’ll see an option to add columns to the exported file. You can include your custom Single Line Text field in this. Let’s call it “NumberAsText”.
  3. Your exported .csv file now contains your NumberAsText field…
  4. Set up the new Custom Property Let’s call it NumberAsNumber.
  5. Prepare the same .csv file for importing back into HubSpot.
  6. During import, map your “NumberAsText” field in the .csv file to your new “NumberAsNumber” custom property.

Hey presto - your new custom property should be populated with the old text data, but in a number field!

Hope this helps.