CRM

NCondon22
Mitglied

Exporting Contacts with Internal Values from Dropdowns

lösung

Is there currently a way to export the internal value of an enummeration field on a contact instead of the display value?  For some of our ennumeration fields we are using IDs for the internal value and would like to export them as opposed to the display name.

 

Also is there a way to copy the internal vaule of a ennumeration field to a single line text field

0 Upvotes
1 Akzeptierte Lösung
MadisonMoniz
Lösung
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner

Exporting Contacts with Internal Values from Dropdowns

lösung

Hi @NCondon22!

 

If you have access to Workflows, you should be able to 'Edit Record' as an action step.

You could set up a workflow to do some data 'cleanup' for you, simply for the sake of your export.

 

Create a 'copy' step on the edit record action, and copy the dropdown value into the single line text field of your creation.

 

From here, you should be able to export your data and see the actual values displayed.

 

---------------------------------------------

If you found this reply helpful, please consider marking it as a solution so others can easily find it too. Cheers!HS Community Signature.png

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
MadisonMoniz
Lösung
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner

Exporting Contacts with Internal Values from Dropdowns

lösung

Hi @NCondon22!

 

If you have access to Workflows, you should be able to 'Edit Record' as an action step.

You could set up a workflow to do some data 'cleanup' for you, simply for the sake of your export.

 

Create a 'copy' step on the edit record action, and copy the dropdown value into the single line text field of your creation.

 

From here, you should be able to export your data and see the actual values displayed.

 

---------------------------------------------

If you found this reply helpful, please consider marking it as a solution so others can easily find it too. Cheers!HS Community Signature.png

NCondon22
Mitglied

Exporting Contacts with Internal Values from Dropdowns

lösung

Thank you for the reply.  I have tried to copy the value to a text field in HubSpot, but its still copying the field display name and not the internal value.  Any idea why that may be happening?

0 Upvotes
MadisonMoniz
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner

Exporting Contacts with Internal Values from Dropdowns

lösung

Hm. Intersting! If I were in your shoes I would create a workflow for if that property is known, then branch on the property values. If property value is equal to X, then set the value on the new property to X,  Y to Y, Z to Z etc.

0 Upvotes