CRM

pyramidjames
Member

Changing a Contact property in Bulk.

SOLVE

Hello, could anybody help?

 

I would like to chnage a contact property in bulk instead of going in and out of each record, is there a quicker way ?

 

I was thinking about exporting and re importing but im concerned incase i lose all the notes and activity.

 

Regards

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Changing a Contact property in Bulk.

SOLVE

Hi @pyramidjames,

 

You can bulk edit records by following these steps: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

(By the way, if you re-imported contacts, HubSpot would update existing contacts in their place by email address. Let's say you import an Excel file with a column for the email address and one with your update property values, HubSpot would update the value for the contacts associated with those email addresses. All previous activity and other property values would be kept. Only if the email address cannot be found in HubSpot, would a new record be created.)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Changing a Contact property in Bulk.

SOLVE

Hi @pyramidjames ,

You can definitely edit the contact property in bulk. Check out this loom video I created for you.
If you are thinking about exporting and then re-importing data, you can do that do. 
While exporting and importing teh data, keep the email tab in the file. An email is the unique identifier for contact in HubSpot. So you can export the contacts with email field and other fields that you want to edit. And the re-import. When you will re-import the edited file, the values for the edited filed will be updated. 
Important: If you will import file w/o email field, the contacts will be duplicated.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

0 Upvotes
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Changing a Contact property in Bulk.

SOLVE

Hi @pyramidjames ,

You can definitely edit the contact property in bulk. Check out this loom video I created for you.
If you are thinking about exporting and then re-importing data, you can do that do. 
While exporting and importing teh data, keep the email tab in the file. An email is the unique identifier for contact in HubSpot. So you can export the contacts with email field and other fields that you want to edit. And the re-import. When you will re-import the edited file, the values for the edited filed will be updated. 
Important: If you will import file w/o email field, the contacts will be duplicated.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Changing a Contact property in Bulk.

SOLVE

Hi @pyramidjames,

 

You can bulk edit records by following these steps: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

(By the way, if you re-imported contacts, HubSpot would update existing contacts in their place by email address. Let's say you import an Excel file with a column for the email address and one with your update property values, HubSpot would update the value for the contacts associated with those email addresses. All previous activity and other property values would be kept. Only if the email address cannot be found in HubSpot, would a new record be created.)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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