I have a property say "Company Country" with multiple deals associated with it currently. I want to make that property as a dropdown, so i create a new property with the dropdown
Now the catch here is, i want to map the existing deals with the company country property with my new property which has a dropdown in it
How can i do this with import and export function. Pls help
In other words, you're trying to migrate the values from the old property into a new one? By import, you would do the following:
Export your deals, including the old country column.
In the export file, remove all columns except for the Deal ID / Record ID and the country column.
Re-import the file and make sure to specify during the mapping process that your file contains the Deal ID / Record ID. If you skip this step, HubSpot will create all deals as duplicates.
In the mapping step, map the country column to the new country property.
Keep in mind that even minor spelling mistakes or differences between the spelling in the old property and the new property will result in errors and HubSpot will not import the values correctly into the new field.
If you have workflows in your portal (available in Professional subscriptions), this can also be automated.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
In other words, you're trying to migrate the values from the old property into a new one? By import, you would do the following:
Export your deals, including the old country column.
In the export file, remove all columns except for the Deal ID / Record ID and the country column.
Re-import the file and make sure to specify during the mapping process that your file contains the Deal ID / Record ID. If you skip this step, HubSpot will create all deals as duplicates.
In the mapping step, map the country column to the new country property.
Keep in mind that even minor spelling mistakes or differences between the spelling in the old property and the new property will result in errors and HubSpot will not import the values correctly into the new field.
If you have workflows in your portal (available in Professional subscriptions), this can also be automated.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer