Contacts

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

Last updated: July 5, 2017

Available For:

Marketing: Starter, Basic, Pro, Enterprise
Sales: Free, Professional

Changing the field type of a contact property from single line text to datepicker can result in better data for segmenting. Read more about the benefits here.

To convert your single line text field to a datepicker field, follow the steps below:
  • First, export the contacts who already have a value for this property. You will use this exported file later in this process.
    • If you are a Marketing Basic, Professional, or Enterprise user, create a list of all contacts who have a value for the property you want to edit and export the list
      • To make a list specifically for this property, navigate in HubSpot Marketing to Contacts > Lists > New List
      • Segment by Contact Property > Select your single line text property you plan to change > Select Is Known. Click Done > Name & Save the list > Click Export in the top-right.
    • If you are a Sales Free or Professional or Marketing Starter user, create a view of the contacts with a value for your single line text property and export the view.
      • Navigate in HubSpot to Contacts
      • On the left side, click Add filter and select your single line text propertyIs known. Click Apply filter > Save. Next, in the left sidebar, click OptionsExport all in view.
  • Next, navigate to Contacts > Actions Edit properties.
  • Hover over the property you want to change > click Edit
  • Click the Field type drop-down and select Datepicker > click Save
  • 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.

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