Bulk editing

[gelflex-cc]

What can and can not be bulk edited?

[bradmin · Accepted solution]

I'm not aware of property attributes - at least, in an in-app way - which would indicate whether a property is able to be bulk edited. I like @HubSpotMaster's suggestion of importing anything you're not able to bulk edit in-app. Just keep a running tally of uneditable properties; while that kind of discovery is a bummer, it's not a blocker.

[bradmin]

I'm not seeing any restrictions on updates by data type in this help article. Anecdotally, though, attempting to set properties only HubSpot can set (created date, analytics properties, lifecycle stage without first clearing out the value) will not write changes.

[gelflex-cc]

@bradmin Thanks Brad. Do you have any more specifics?  I discovered one can not bulk edit a contact phone number as HubSpot thinks of this as a unique identifier. 

I have Bulk edited tasks.

Can not bulk edit notes.

Can not bulk edit phone number.

Is there a property attribute (field type, etc) which can not be bulk edited?

Thanks.

[MiaSrebrnjak]

I tried bulk editing Task notes, but it seems this is not an available functionality at the moment? 

HubID: 5685171

I made a video in Vidyard

[Elimalki]

yes I have the same problem.

Need to be solved

[sharonlicari]

Hey @Elimalki @MiaSrebrnjak 

I did some tests on my own portal and I was able to edit my task in a bulk. Could you please advise if you are following these steps? If so, could you please provide a HAR file? 

Thank you 

Sharon

[mallory_gsp]

You're not able to do this anymore with the release of the new tasks board. Pls fix!

[sharonlicari]

Hi @mallory_gsp 

I've done a few tests on my own portal and I'm not able to reproduce it. Could you please advise if you are following these steps? If so, could you please provide a HAR file? 

Thanks

Sharon

[sharonlicari]

Hey @Elimalki @MiaSrebrnjak 

I checked this issue with the internal team and they deployed a fix. You should be able to edit your task notes in a bulk. 

Please let me know if you have any more questions about this.

Happy Friday

Sharon

[whybe]

Is it possible to bulk edit the First & Last Name properties for Contacts?

I need to replace inadvertently uploaded "NA" with blanks.

The import of blank fields does not seem to overwrite, nor does bulk edit seem to work (i.e. I can't select First or Last Name properties when doing a bulk edit ~230 contacts).

Any thoughts?

[bradmin · Accepted solution]

I'm not aware of property attributes - at least, in an in-app way - which would indicate whether a property is able to be bulk edited. I like @HubSpotMaster's suggestion of importing anything you're not able to bulk edit in-app. Just keep a running tally of uneditable properties; while that kind of discovery is a bummer, it's not a blocker.

[HubSpotMaster]

@gelflex-cc  If it won't let you do it there you can always do an export of the data, update it in excel and re-import just that field with the property ID as the identifier. 

What is the use case to bulk edit notes or tasks? The above will work for all properties. 

Let me know if that helps, 

-Adam

[gelflex-cc · Accepted solution]

@HubSpotMaster Hi Adam.

Thanks love the idea.  Not worth it when the bulk edit is 2-20 people.  Also missing email issues.  I will save this thought for the future!

[HubSpotMaster]

Continuing the thought - If you had the associated Company next to the 20 people, you could use filters in excel to get just those 20 then copy paste that 1 phone number. Still may not be worth it but wanted to make sure I explained why I thought it would be just as efficient if you export with all properties. 

[gelflex-cc]

@HubSpotMaster understood. Thanks.

Unfortunately, my bulk is more than 1 less than 20.