CRM

gelflex-cc
Autorität

Bulk editing

lösung

What can and can not be bulk edited?

0 Upvotes
2 Akzeptierte Lösungen
bradmin
Lösung
Autorität

Bulk editing

lösung

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.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

Lösung in ursprünglichem Beitrag anzeigen

gelflex-cc
Lösung
Autorität

Bulk editing

lösung

@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!

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
14 Antworten
bradmin
Autorität

Bulk editing

lösung

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.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
0 Upvotes
gelflex-cc
Autorität

Bulk editing

lösung

@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.

0 Upvotes
MiaSrebrnjak
Community-Manager/-in
Community-Manager/-in

Bulk editing

lösung

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

HubID: 5685171

 



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0 Upvotes
Elimalki
Mitglied

Bulk editing

lösung

yes I have the same problem.

Need to be solved

0 Upvotes
sharonlicari
Community-Manager/-in
Community-Manager/-in

Bulk editing

lösung

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


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0 Upvotes
mallory_gsp
Mitwirkender/Mitwirkende

Bulk editing

lösung

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

0 Upvotes
sharonlicari
Community-Manager/-in
Community-Manager/-in

Bulk editing

lösung

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


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sharonlicari
Community-Manager/-in
Community-Manager/-in

Bulk editing

lösung

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

 

 


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0 Upvotes
whybe
Teilnehmer/-in

Bulk editing

lösung

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
Lösung
Autorität

Bulk editing

lösung

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.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
HubSpotMaster
Autorität | Diamond Partner
Autorität | Diamond Partner

Bulk editing

lösung

@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
Lösung
Autorität

Bulk editing

lösung

@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!

0 Upvotes
HubSpotMaster
Autorität | Diamond Partner
Autorität | Diamond Partner

Bulk editing

lösung

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. 

0 Upvotes
gelflex-cc
Autorität

Bulk editing

lösung

@HubSpotMaster understood. Thanks.

 

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

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