How do you import contacts and assign them to a propertySOLVE
Sep 16, 2020 11:48 AM
I wanted to import some contacts and automatically assign a field in a property to them so that I don't have to manually go through as assign them.
The property is a drop down checkbox which as 2 options (Member and Non-Member). I want to assign them to one of these options.
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Sep 16, 2020 12:34 PM - edited Sep 16, 2020 12:36 PM
Yes, for each contact, in your new column just type the value.
The values in the spreadsheet column need to match the values of the property you've created exactly. If your HubSpot property can have two values, e.g. "Member" and "Non-Member", you should put the exact spelling / upper and lower case in the spreadsheet column, for example:
|First Name||Last Name||Membership status|
The column name / column header does not have to have the same name as the property. However, if it does, HubSpot will automatically recognize it and match automatically. (If it doesn't, you have to manually check during the import process whether the column is assigned to the corresponding property.)
Hope this helps!
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