Move properties

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mkoonrad
Top Contributor

I have a lots of contacts in my CRM. Have can I move properties? For example filed "phone number" to "mobile phone number"?

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Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @mkoonrad

 

Depending on what version of HubSpot you have and what you need to achieve, there might be a couple of ways you can do it. 

 

If you have HubSpot Marketing Pro, you can use workflows to automatically copy similar values from one property to another. 

 

If workflows are not an option, you can export your data, change the column name of the property you want to move and reimport the data. As long as you include email address in your export/import, HubSpot will update the correct contacts without creating any duplicates. 

 

Hope this helps.

 

Phil Vallender | Inbound marketing for B2B technology companies

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @mkoonrad

 

Depending on what version of HubSpot you have and what you need to achieve, there might be a couple of ways you can do it. 

 

If you have HubSpot Marketing Pro, you can use workflows to automatically copy similar values from one property to another. 

 

If workflows are not an option, you can export your data, change the column name of the property you want to move and reimport the data. As long as you include email address in your export/import, HubSpot will update the correct contacts without creating any duplicates. 

 

Hope this helps.

 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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Greca_Homes
Member

How to move data from one property to another ? For example from "Mobile phone" to "Phone".

 

I need to do this for many contacts at once. Simply move all entries in "mobile phone" and move them to "phone".

 

Thank you in advance

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Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @Greca_Homes 

 

Same as above: you can either use a workflow to copy the values (and clear the old one) if you have access to them, or you export and re-import the information.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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