Organize, delete, and export properties

To help maintain quality data in your CRM, it’s important to keep your properties organized. You can separate properties into groups, or archive and delete unused properties. To view property information for multiple objects, you can also export all properties or historical data for a single property.

If you want to create new or update existing properties, learn how to create and edit properties. For guidance on updating a record’s property values, learn how to edit a property value on a record or in bulk. 

Create and edit property groups

Property groups can help you identify related properties within an object. There are default property groups, but you can also create custom groups. These groups are used only within the properties settings. To group properties on a record, use record sidebars.

To create a new or edit an existing group:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Properties.
• Click the Select an object dropdown menu, then select [object] properties for the object whose groups you want to edit.
• Click the Groups tab.

• To create a new group, in the upper right, click Create group. To edit an existing group, hover over the group, then click Edit.

• In the dialog box, enter the name of the group and click Save.

• To view the properties in a group, hover over the group, then click View properties.

• To delete a group, hover over the group, then click Delete. In the dialog box, click Delete to confirm.

Add properties to a group

Users must have Edit property settings permissions to move properties to a group. 

To add an individual property to a group:

• Hover over the property, click the More dropdown menu, then click Move to group.

• In the dialog box, select a group from the dropdown menu, then click Save.

To add multiple properties to the same group:

• Select the checkboxes next to the properties.

• At the top of the table, click + Add to group.
• In the dialog box, select a group from the dropdown menu, then click Save.

Archive properties

Users must have Edit property settings permissions to archive properties. Once archived, properties are stored on the Archived Properties tab and will be permanently deleted after 90 days.

You can only archive properties if they are not used elsewhere within your HubSpot account (e.g., in a list or workflow).

• In your HubSpot account, click the settings settings icon in the top navigation bar.

• In the left sidebar menu, navigate to Properties.

• Click the Select an object dropdown menu, then select [object] properties for the object whose properties you want to archive.

• To archive an individual property, hover over the property, click the More dropdown menu, then click Archive.

• To archive multiple properties, select the checkboxes next to the properties, then click Archive at the top of the table.

• In the right panel, review where properties are used before archiving:
  
  • Fill rate for this property: the percentage of records that have a value for the property. Click Review [records] to view records with a value. The property can be archived even if records have values.
  • Assets preventing archiving: tools, such as workflows or property cards, for which if the property is used, it cannot be archived until it's removed. Click Review [assets] to navigate to the tool to view and update where the property is used.
  • Other assets using this property: additional tools in which the property is used. The property can be archived if used by assets in this section. Once archived, the property will be removed from the asset (e.g., removed as a column in an index page view).

• Click Archive property to confirm.

Restore or permanently delete archived properties

Users with Edit property settings permissions for an object can restore the archived properties of that object. Users with Super admin permissions can also permanently delete archived properties.

Please note: properties archived 90 or more days ago have been deleted and cannot be restored.

• In your HubSpot account, click the settings settings icon in the top navigation bar.

• In the left sidebar menu, navigate to Properties.

• Click the Select an object dropdown menu, then select [object] properties for the object whose property you want to restore or delete.

• Click the Archived Properties tab.

• Locate the properties you want to restore or permanently delete:

  • Click the Filter by dropdown menu and select the type of property.

  • Use the date fields to filter the properties based on when they were archived.

• Select the checkboxes next to the properties you want to restore or permanently delete. You can select the checkbox at the top left of the table to select all properties in the list.

• At the top of the table, click Restore or Delete.

  • If deleting, in the dialog box, type the number of properties you’re deleting, then click Delete to confirm.

Export all properties

• In your HubSpot account, click the settings settings icon in the top navigation bar.

• In the left sidebar menu, navigate to Properties.

• In the upper right, click Export all properties.

• In the dialog box, click the File format dropdown menu and select the format you want for the exported file.

• Click Export. Once the export is processed, you'll receive a download link through email and in your notification center.

• You can also export property history and use historical data to restore previous values.