CRM

JHendriks2
Member

Mass copy object values from account to contact records

SOLVE

Hello! I would like to mass copy values from account (e.g. number of employees) to contact records. We are on a starter package. This is needed so I can do a mass update based on size of the company (on # of employees  - range - ) to update the contact records status from "non-marketing" to "marketing" and the other way around. If there is better and easier way to do this....I am all ears.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mass copy object values from account to contact records

SOLVE

Hi @JHendriks2,

 

This is unfortunately not possible via the HubSpot user interface. You would have to export companies, then contacts, then use VLOOKUP or similar to look up the company information and populate contact columns. After doing so, you'd re-import the contacts based on their Record ID.

 

This is, as far as I know, the fastest option.

 

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.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mass copy object values from account to contact records

SOLVE

Hi @JHendriks2,

 

This is unfortunately not possible via the HubSpot user interface. You would have to export companies, then contacts, then use VLOOKUP or similar to look up the company information and populate contact columns. After doing so, you'd re-import the contacts based on their Record ID.

 

This is, as far as I know, the fastest option.

 

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.

JHendriks2
Member

Mass copy object values from account to contact records

SOLVE

Thank you Karsten for your fast and helpful reply!

0 Upvotes