How to copy a contact property field to another similar property field ?

[Udhayan]

Hi Team!

Is there a way to copy one property field to another one for contacts in bulk?

Imagine there are two fields:
Field A  is a drop-down list with values like : 0 - 500 | 500 - 1500 | 1500 - 5000
Field B is a Single line input field ( that has values as mentioned above)

Is there a way to merge them together so that we can use them for reporting instead of having two fields (We had to create Field B for Linkedin Lead forms)!

Thanks!

[karstenkoehler · Accepted solution]

Hi @Udhayan,

Yes, this can be achieved with a simple contact-based workflow like the one I drafted below:

If you want to override the value in the target property no matter what, you would remove "Single-line text is unknown" from your enrollment criteria. If you only want to overwrite the target value when it's unknown, you'd keep it.

As always, I'd recommend testing this workflow (by adding an additional enrollment trigger, "Email is any of [your email address") before unleashing it on your whole database.

Hope this helps!

[GrowthArchitect]

Solution to add text values to dropdowns - You will need to export a list of the contacts that require the field updating from the text value to the dropdown, copy the value over to the dropdown in the exported CSV, and reimport them into HubSpot, this will add the value to the dropdown. 

[GrowthArchitect]

Solution - you can export the contacts, copy the text fields to the dropdown fields in the CSV, then reimport the contact, this will update the dropdown values. 

[Doug_Kramer]

Great question. I don't think it is possible to copy from (Single Line Text) ---> to (Drop-Down Select) because HubSpot doesn't know what to do if the Single Line Text option isn't one of the Drop-Down options.

I also noticed that when I copy from (Drop-Down Select) ---> to (Single Line Text) for some reason it copies the Internal Value rather than the label. Ex: When I copy Company Industry (Drop-Down Select) --> to Contact Industry (Single Line Text), it will list the Contact Industry as "LAW_PRACTICE" instead of "Law Practice"

[karstenkoehler · Accepted solution]

Hi @Udhayan,

This is not possible, that "direction" is not supported. If you wanted to copy information in that direction, you'd have to work with if/then branches.

If single-line text property is exactly A, then set value of drop-down property to A.

If single-line text property is exactly B, then set value of drop-down property to B.

If single-line text property is exactly C, then set value of drop-down property to C.

Instead of copying, you would read the source property and manually set each value of the target property.

Best regards!

[Udhayan]

Awesome! Thank you so much for the explanation, Karsten!

That was indeed helpful.

[karstenkoehler · Accepted solution]

Hi @Udhayan,

Yes, this can be achieved with a simple contact-based workflow like the one I drafted below:

If you want to override the value in the target property no matter what, you would remove "Single-line text is unknown" from your enrollment criteria. If you only want to overwrite the target value when it's unknown, you'd keep it.

As always, I'd recommend testing this workflow (by adding an additional enrollment trigger, "Email is any of [your email address") before unleashing it on your whole database.

Hope this helps!

[Udhayan]

Hi Karsten!

Thanks for the solution!
Is it not possible to copy values from Field B(Single line text) -> FIeld A(Drop down list) ?