HubSpot lets users create and use custom unique identifiers for contacts during import. This feature helps you manage data across objects seamlessly while using your own distinct IDs.
Why Does It Matter to You?
If you're considering migrating to HubSpot from another CRM or already use HubSpot and want more flexible data management, this feature is a game-changer. Here's why it matters:
Effortless Transition:
Businesses switching to HubSpot often struggle to fully embrace HubSpot's data model without bringing their existing unique ID system along. With this feature, HubSpot ensures a smooth transition and simplifies effective data management.
Enhanced Control:
By creating and using custom unique identifiers, you can tailor your data management to your specific requirements. This feature gives you more control and flexibility, helping you align HubSpot with your current systems and practices.
How to Put It Into Action
1. In your property settings, generate a single-line text or number contact property using the full property editor.
2. On the Rules tab, check the "Require unique values for this property" option before creating the property.
3. Include this property in your import file.
4. Execute a contact import, and in the mapping stage, you'll find the custom unique ID property as an option for updating existing contacts.
5. If your import includes multiple unique ID properties and the selection option is available, you can choose which one to use to identify existing contacts in the import details step. If Record ID is mapped, it takes precedence over other unique identifiers and the selection option does not appear.
For more ways to keep your contact data organized, read What Happens When You Finally Clean Up a Messy CRM.
