Contacts

How do I change a single line text field type to a datepicker field type?

Last updated: December 13, 2016

When changing the field type of a property from single line text to datepicker, this essentially means two things can happen: visitors would no longer be able to enter just any old value into the field on a form and segmenting lists using this property will be much easier. Ready to make the switch? Here's what you do:

  • First, export contacts who already have a value for this property. To do this, create a list of all contacts who have a value for the property you want to edit, then export the list. (You will need this export later.)
    • To make a list specifically for this property, go to Contacts > Lists > New List
    • Segment by Contact Property > Select your single line text property you plan to change > Select 'Is Known' > Done > Name & Save the list > Click Export in the top-right
  • Next, navigate to Contacts > Contacts Settings; you will arrive at Contact Properties
  • Next to the property you want to change, click the gear > click Edit
  • Click the Field type dropdown and select Datepicker > click Save property
  • Using the exported file from earlier, edit the file so you only have two columns: one for Email and one for the datepicker property in question. (The Email property is the unique identifier which prevents importing duplicate contacts; it will locate the existing contact and update the datepicker value accordingly.)
    • Re-importing those contacts with properly formatted datepicker property values will allow the property value to become fully recognized as a datestamp instead of just letters and/or numbers. To import the dates properly, use this article and follow the instructions. Here's what the spreadsheet should resemble:
properly-formatted-date-property-values-for-import-1.png
  • Now that your spreadsheet is formatted properly and saved as a .CSV file type, import the spreadsheet using the instructions in this article.
  • After completing the import, all existing contacts with existing values for the property will have their original date value in the new format and any contact created moving forward will also have the same date format.
Related articles:

What format should I use to import date property values into HubSpot?
How do I import contacts?
Why should I use a datepicker field type for a custom date property?

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