I have an “Amount spent” field associated with each contact which I would like to have summed to date each time new info is imported.
For example, in month 1 person X spent £300; in month 2 person X spent £400. When I import data from these two months separately, I now want the “Amount spent” field in HubSpot to show “£700”, but instead what happens is the “£400” overwrites the “£300”.
I don’t want these values to be appended either, so how do I get these values to be summed with each import?
Hi @ConeS4,
It looks like you’re on a Starter subscription. In that case, you would have to export the contacts first, perform the sum function in Excel or Google Sheets, then re-import the sum.
If you’re on a Professional subscription with workflows, this could be automated. Let me know and confirm and I’ll outline an approach.
In a Starter subscription, the options are limited and this cannot be automated.
Best regards!
Hi Karsten,
Yes I am on a Starter subscription; we do not have the budget for a Professional subscription. It looks like we’ll have to export and re-import like you mentioned.
Many thanks for your help!