Original Source, Original Source Drill Down

[AJ_Kakrot]

Hi, 

We are migrating the data from current CRM to HubSpot so while importing the data is there any way to add the data in Original Source, Orgio Source Drill Down 1 & 2? 

For Original Source I have made sure that the values in csv match with the values in HubSpot. Is there any way to do so? 

If not what's the workaround here? I know custom property will work but for future new data coming up directly in HubSpot then I'll have to refer default property so any way to refer a single property throughout. 

Thanks

[karstenkoehler · Accepted solution]

@AJ_Kakrot correct, you would have to use workflows in the future to keep on copying the value from the HubSpot properties to your own.

Generally, you can use all properties in reports (including your custom properties) but, for example, attribution reports cannot be adjusted to consider your custom properties instead of the HubSpot default ones: https://knowledge.hubspot.com/reports/understand-attribution-reporting

If you're aware of that and it's not an issue, then copying property values from the original source properties is a solid workaround.

[Lucila-Andimol · Accepted solution]

Hey @AJ_Kakrot 

so Original source/drill down 1&2 are HubSpot standars and cannot be edited

BUT there are brand new properties to set up that are 

Record Source, Record source detail 1....and more.

Here is more info on this new properties and how to use them

hope this helps

[karstenkoehler]

Hi @AJ_Kakrot,

As far as I know, this is not possible, unfortunately. Drilldowns 1 and 2 cannot be edited and besides creating custom properties (and thus a parallel process), there currently aren't any workarounds. The fields can't be edited, the only option is, as far as I know, creating custom fields, meaning that whatever you populate is not going to be reflected in some HubSpot default reports.

Best regards

[AJ_Kakrot]

Hi @karstenkoehler 

Thanks for your quick response. 

So if I create custom property for this then it will work however for future coming records in HubSpot for those can I copy that data to custom property via workflows? 

And when you say reports, do you mean  I cannot show these default properties in reports? 

And what about the latest source properties, while I importing data what will be the value in it and will it be changing based on future activities? Lastly can it be used in reports. 

[karstenkoehler · Accepted solution]

@AJ_Kakrot correct, you would have to use workflows in the future to keep on copying the value from the HubSpot properties to your own.

Generally, you can use all properties in reports (including your custom properties) but, for example, attribution reports cannot be adjusted to consider your custom properties instead of the HubSpot default ones: https://knowledge.hubspot.com/reports/understand-attribution-reporting

If you're aware of that and it's not an issue, then copying property values from the original source properties is a solid workaround.