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Bulk edit records

Last updated: March 13, 2024

Available with any of the following subscriptions, except where noted:

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 contacts, companies, deals, or custom object records to a static list
  • Enroll contacts in a workflow (Professional and Enterprise only)

Edit records from the object index page

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to CRM > Contacts.
    • Companies: In your HubSpot account, navigate to CRM > Companies.
    • Deals: In your HubSpot account, navigate to CRM > Deals.
    • Tickets: In your HubSpot account, navigate to CRM > Tickets.
    • Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
    • Calls: In your HubSpot account, navigate to CRM > Calls.
  • Select the records you want to edit. You can apply a view to filter out the records you want to edit.

  • To select multiple individual records:
    • In list view, select the checkboxes next to the records.
    • In board view for deals, tickets, or custom objects, 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 list view, to select all of the records in the view, click the Select all [number] [records] link.

      • 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.

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 (Professional and Enterprise only)

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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