In the last module, we covered the basics of importing. In this module, we go over how to go beyond the basics and create custom properties during the import process so that you can import data related to your customer records that you don't want to lose during your CRM migration.
Examples include things like:
In this module, we will walk through the import process with Custom Properties, but this is also the process you can use to do Mass Updates of records. Make sure you save all your import spreadsheets because if you needed to do a bulk correction, or add an extra data field to a set of users, you can edit the spreadsheet and reimport it to update the records (it won't create duplicates).
You can also create your Custom Properties ahead of time. We cover how to do that in this module - http://learn.techsmartboss.com/cr/view/lesson/setting-up-hubspot-crm-for-your-business/creating-custom-properties