On the 24th of October, 2023, HubSpot unveiled a new update to its platform, allowing users to create and utilize custom unique identifiers for contacts during the import procedure. This innovative feature facilitates the seamless management of data across various objects, all while using your own distinct IDs.
Why Does It Matter to You?
If you're considering migrating to HubSpot from a different CRM system or already use HubSpot and want a more flexible data management approach, this update is a game-changer. Here's why it matters:
Effortless Transition:
Businesses switching to HubSpot often face challenges in fully embracing HubSpot's data model without the ability to bring their existing unique ID system along. With this update, HubSpot ensures a smooth transition, simplifying the effective management of your data.
Enhanced Control:
By establishing and employing custom unique identifiers, you gain the ability to tailor your data management to your specific requirements. This feature empowers you with increased control and flexibility, enabling you to align HubSpot with your current systems and practices.
How to Put It Into Action
- In your property settings, generate a single-line text or number contact property.
- Check the "Require each value for this property to be unique" option.
- Include this property in your import file.
- Execute a contact import, and in the mapping stage, you'll find the custom unique ID property as an option for updating existing contacts.
- If your import involves multiple unique ID properties, you can select which one to use for identifying existing contacts in the details step of the import.
If you’d like to learn more about this feature, check out the Hubspot article below.
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