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ACarr1
Participant

Bulk removal of dates

SOLVE

Hi,

 

I'm attempting to clear out a number of dates that were added by mistake. Some of our deals should have an empty custom date field and I'm trying to remove these in bulk. Has anyone found a way to clear out data from a field through an import?

 

Thanks,

Allen

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Bulk removal of dates

SOLVE

Hi @ACarr1,

 

The easiest way to do this would by bulk editing these contacts: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

Simply leave the date field empty when doing so:

 

karstenkoehler_0-1664003049521.png

 

Importing an empty cell will not clear the value.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Bulk removal of dates

SOLVE

Hi @ACarr1,

 

The easiest way to do this would by bulk editing these contacts: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

Simply leave the date field empty when doing so:

 

karstenkoehler_0-1664003049521.png

 

Importing an empty cell will not clear the value.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

ACarr1
Participant

Bulk removal of dates

SOLVE

Thanks, that worked. I was attempting to import a blank date field and it was giving me an error. The bulk update was what I needed to clear out the dates.

0 Upvotes
christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Bulk removal of dates

SOLVE

@ACarr1 

You can do this in one of two ways:

 

  1. Workflow - you can create a workflow to clear a property value.
  2. Import - you would need to export the deals with their corresponding IDs and the date field you want to clear out. Take that document to a google sheet or excel sheet, and delete the date fields that are incorrect. Then you would need to re-import the list and match the Deal IDs and the custom date field property. 

Hope that makes sense


Christopher Barnett - VP of Revenue at Aptitude 8