If you need for example to change capslock to normal case in names throughout the whole database.
The steps are pretty easy:
- Export all companies from Hubspot into a CSV (including the ID field).
- Change the company names in the file the way you want it. Here is a short video on how to change caps to lowercase in Excel.
- Upload the CSV using the update Wizard functionality (match the records using the ID field).
Here is a video on how to update records using Import2 Wizard:
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