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Contacts

Bulk edit records

Last updated: July 27, 2022

Applies to:

All products and plans

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 > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
    • Calls: In your HubSpot account, navigate to Contacts > Calls.
  • Select the records you want to edit. You can apply a view to your table to filter out the records you want to edit.

  • To select multiple individual records:
    • In the table view, select the checkboxes next to the records.
    • In the board view for deals and tickets, hover over a record, then select the checkbox. Once one record card is selected, checkboxes will appear on all remaining cards for you to select.

bulk-edit-board-view

  • To select all of the records on your current page or pipeline, select the checkbox at the top left of the table or board. In table view, to select all of the records in the view, click the Select all [number] [records] link.

  • At the top of the table, select from the following actions:

    • Assign: select to assign the selected records to a new user. In the dialog box, select the user and click Assign.

    • Edit: select to edit the values of a specific property in these records.

      • In the dialog box, click the Property to update dropdown menu and select the property you want to edit.

      • In the field that appears, enter or select a new value for the selected property. For multi-select properties:

        • To add new values while maintaining the existing values, select Append to current value(s).
        • To overwrite the existing values, select Replace current values(s).
      • Click Update. For text or single-select properties, this will overwrite the old values in the property for these records.

    • 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.

    • 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.

Please note: the bulk actions available for custom object records and call records are only Edit and Delete.

  • 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.

  • For contact records, at the top of the table, you can also select:

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.

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