CRM

KJhunjhunwala
参加者

Email Property mismatch

解決

Hello,

I am a new user of HubSpot CRM tool.

I imported around 600+ contacts from my excel spreadsheet into HubSpot CRM. When I imported the data, a new custom property for email ID got created.


The email ID is a single-line text field and has all the emails of my contacts. However the standard email property offered by HubSpot is now empty and I am not able to see any email IDs at the contact level (on double clicking a contact). Can someone please help?The records view - email ID existsThe records view - email ID existsDouble click view - email ID is not appearingDouble click view - email ID is not appearing

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Email Property mismatch

解決

Hi @KJhunjhunwala,

 

Either this email ID property existed already or you created it accidentally upon import.

 

In any case, your best course of action is to remove the contacts created from the import. You can find all contacts by navigating to the import menu, scrolling down to the list of imports, hovering your mouse over the import, then click "View contacts" and proceed to bulk delete them: https://knowledge.hubspot.com/records/delete-crm-records

 

After deleting, you would repeat the importh, this time mapping the email column in your file to the HubSpot contact property "Email".

 

When you don't do so, HubSpot should also be displaying a warning that you're missing an identifier. This warning must've shown up previously as well, so make sure to read all import instructions carefully.

 

If you have workflows at your disposal, you could also create a contact-based workflow that enrolls contacts when "Email ID" is known, then uses the "Copy property value" workflow action to copy the value from "Email ID" into "Email".

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3件の返信
Lucila-Andimol
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Email Property mismatch

解決

Hey @KJhunjhunwala 

You can re import your data using HubSpot standard Email property (easier)

Or you can have a workflow copy the information from 1 property (Email ID) to the other (Email) (a few more steps)

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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0 いいね!
KJhunjhunwala
参加者

Email Property mismatch

解決

Thank you @karstenkoehler - appreciate your help.

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Email Property mismatch

解決

Hi @KJhunjhunwala,

 

Either this email ID property existed already or you created it accidentally upon import.

 

In any case, your best course of action is to remove the contacts created from the import. You can find all contacts by navigating to the import menu, scrolling down to the list of imports, hovering your mouse over the import, then click "View contacts" and proceed to bulk delete them: https://knowledge.hubspot.com/records/delete-crm-records

 

After deleting, you would repeat the importh, this time mapping the email column in your file to the HubSpot contact property "Email".

 

When you don't do so, HubSpot should also be displaying a warning that you're missing an identifier. This warning must've shown up previously as well, so make sure to read all import instructions carefully.

 

If you have workflows at your disposal, you could also create a contact-based workflow that enrolls contacts when "Email ID" is known, then uses the "Copy property value" workflow action to copy the value from "Email ID" into "Email".

 

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.