Last updated: September 10, 2021
In HubSpot, you can edit your records in bulk. This includes your contacts, companies, deals, tickets, custom objects, and calls.
For example, you can edit records in bulk to:
- Assign records to a user
- Edit a property value for multiple records
- Create tasks associated with records
- Add records to a static list (Contacts and companies only)
Edit records from the object index page
- Navigate to your records:
- Contacts: In your HubSpot account, navigate to Contacts > Contacts.
- Companies: In your HubSpot account, navigate to Contacts > Companies.
- Deals: In your HubSpot account, navigate to Sales > Deals.
- Tickets: In your HubSpot account, navigate to Service > Tickets.
- Custom objects: In your HubSpot account, navigate to Contacts > Contacts, then click the dropdown menu in the top left and select the name of the custom object.
- Calls: In your HubSpot account, navigate to Contacts > Calls.
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If you're in the board format for deals and tickets, switch to the table view. To do this, in the upper left, click the table icon.
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Select the records you want to edit. You can apply a view to your table to filter out the records you want to edit.
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To edit a few individual records, select the checkboxes next to the records you want to edit.
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To edit all of the records on your current page, select the checkbox at the top left of the table. To select all of the records in the filter, click the Select all [number] [records] link.
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Please note: the only options at the top of the table for custom object records and call records are Edit or Delete.
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At the top of the table, you can select:
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Assign: select to assign the selected records to a new user. In the dialog box, select the user and click Assign.
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Edit: select to edit the values of a specific property in these records.
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In the dialog box, click the Property to update dropdown menu and select the property you want to edit.
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In the field that appears, enter a new value for the selected property.
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Click Update. This will overwrite the old values in the property for these records.
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Please note: bulk editing a multiple checkbox property will not add the new option to the existing option. In a bulk edit, the new values will overwrite the existing values.
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Delete: select to delete the records. In the dialog box, enter the number of records and click Delete. Users must have Bulk delete permission to delete multiple records.
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Create tasks: select to add a task to each selected record. In the right panel, enter values to create your tasks. This option will only create tasks for records selected on the current page, even if all records, including those on other pages, are selected.
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For company records, at the top of the table, you can also select Add to Static List. In the dialog box, click the Search dropdown menu and select the static list you want to add the companies to, then click Add.
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For contact records, at the top of the table, you can also select:
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Enroll in sequence (Sales Hub or Service Hub Professional and Enterprise only): select to enroll the selected contacts in a sequence.
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More: select additional options in the dropdown menu. The options are:
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Edit records with an import
You can also update records in bulk with an import. In the import file, include the following data:
- Unique IDs for your existing records (Email for contacts, Company domain name for Companies, or [Object] ID for any object)
- Properties you want to update (e.g., an Owner column to assign records in bulk, a Lifecycle stage column to bulk update contacts’ lifecycle stages) and their values
Once you’ve set up your file with the records you’d like to update, import your file.
Edit records with a workflow
Users in Professional or Enterprise accounts can also set a property value for multiple records using workflows. Learn how to manage properties with workflow actions.
