CRM

DStegmaier
Member

import property issues

SOLVE

Hi, we are a small team migrating from a spreadsheet to a CRM. When following the onboarding instructions I was directed to create custom properties. I did so, but none of them imported the data and I don't know why. I could do it manually but don't want to create a time suck and also risk putting in the wrong information. Please help.

 

I followed the documentation but was surprised that the data didn't come in.

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

import property issues

SOLVE

Hi @DStegmaier,

 

Could you please share a bit more context?

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

Ktamir
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

import property issues

SOLVE
HubSpot now allows you to create the property as you go along, while you
map the properties.

Have you tried that?


<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">










Karin Tamir










Karin Tamir

HubSpot Expert
Glare Marketing Technologies | HubSpot Platinum Partner



Schedule a Call with me










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View solution in original post

0 Upvotes
2 Replies 2
Ktamir
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

import property issues

SOLVE
HubSpot now allows you to create the property as you go along, while you
map the properties.

Have you tried that?


<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">










Karin Tamir










Karin Tamir

HubSpot Expert
Glare Marketing Technologies | HubSpot Platinum Partner



Schedule a Call with me










Thumbs Up

Did my post help answer your query? Help the community by marking it as a solution.







0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

import property issues

SOLVE

Hi @DStegmaier,

 

Could you please share a bit more context?

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.