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Combining Multiple Contact Properties

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Colaborador habitual

Is it possible to combine multiple contact properties into a single contact property?  Will all the values in the multiple properties transfer over to the one contact property?

 

I saw merging values within 1 contact property but not how do you combine multiple contact properties.  

 

Example:

 Over the last 4 years we have some how created 5 contact properties for job title/role.  I'm looking at them and thinking all we really need is one contact property.  This makes mapping imports difficult and individaul data entry too. 

 

Please help! 

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Empleado de HubSpot

Hi @LizO,

 

At this time we do not offer a feature that allows you to merge together separate contact properties. However, I understand how this would be a useful feature and I encourage you to post it as a feature request on the Ideas board of this forum.

 

Rami 

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Empleado de HubSpot

Hi @LizO,

 

At this time we do not offer a feature that allows you to merge together separate contact properties. However, I understand how this would be a useful feature and I encourage you to post it as a feature request on the Ideas board of this forum.

 

Rami 

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Colaborador ocasional

I need the same function, any cance this has been resolved or anyone has a good workaround? 

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Colaborador habitual

@jmliffrig

Not the easiest work around but I can tell you what I did to clean up our database.
1. Pick a property you want to keep and note the name of the other properties you want to remove or merge.   You can even rename the properties to make that more clear.
2. From the contact view select the filter by contact property then select one of the properties you want to remove and show all where that property is known.
3. Sort the list by that property column
4. You can select multiple contacts and batch edit the contacts to add the same information to the property you want to keep
5. Once you transfer the information from the undesired field to the one you plan to keep you can safely delete the undesired filed with no loss in your data.

 

I know, the above is tedious and maybe not worth your time. 

 

2nd Idea that I have not confirmed will work:

Try an export to CSV.  Shorten the spreadsheet to an e-mail column A (as that is HubSpots primary identifier of contacts) and adding the desired value to the property you want to keep in column B.  Try importing that CSV back into HubSpot to see if they all update.  

 

Good Luck!

Colaborador ocasional

That is helpful, thank you! I ended up being able to fix by changing the free text field into a "multiple checkbox" field. The free text only had 8 different variations, so as long as I used the exact same erbiage, I was able to change the type to multiple checkbox, and had all the old data change from free text to checkbox. 

 

Thanks so much for getting back to me!

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Nuevo colaborador

I totally UPvote with you :-)

 

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