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Paddle_LLC
Teilnehmer/-in

Importing contact info for first time

lösung

I am importing contact info from an excel cvs worksheet to HS. It appears that any contact properties that are NOT in HS yet have to be set up BEFORE I import and then must be manually mapped. Is there not a way to have HS create the contact properties automatically during the import? I would have to create over 50 contact properties if that is the case but surely I'm missing something? 

Thanks in advance, 

S

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1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Importing contact info for first time

lösung

Hi @Paddle_LLC,

 

Creating the properties before the import is indeed the correct way to go about this. You're not missing anything.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
2 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Importing contact info for first time

lösung

Hi @Paddle_LLC,

 

Creating the properties before the import is indeed the correct way to go about this. You're not missing anything.

 

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.

0 Upvotes
Paddle_LLC
Teilnehmer/-in

Importing contact info for first time

lösung
Okay...thanks so much for the quick response!
0 Upvotes