Setup guide: Bulk Property Import & Export
This guide covers installing Bulk Property Import & Export in HubSpot, the permissions it asks for, how to use each feature, and how to disconnect or uninstall it, including what happens to your data.
1. Before you start
- You need to be a super admin in HubSpot, or have the App Marketplace access permission, to install the app.
- The app works on every HubSpot plan, including the free CRM. Custom objects need an Enterprise subscription in HubSpot.
- To copy a setup between two accounts, install the app in both accounts.
2. Install the app
- Install Bulk Property Import & Export (free while in beta; free for life for the first 25 accounts). Once the app is listed on the HubSpot App Marketplace, you can also install it from its listing.
- Choose the HubSpot account to install into.
- HubSpot shows the permissions screen (section 3). Review the permissions and click Connect app.
- While the app is not yet listed on the HubSpot App Marketplace, HubSpot shows a notice that the app has not been reviewed by HubSpot. This is normal for new apps.
- After connecting, HubSpot opens the app. You can open it again any time from the Marketplace icon in the top navigation, under your apps.
Right after install, the app reads your property settings once. That first snapshot is the starting point for the change log.
3. Permissions the app asks for
The app asks only for property settings permissions. It cannot see or change records.
| Permission | Scopes | Why the app needs it |
|---|---|---|
| Contact property settings | crm.schemas.contacts.read, crm.schemas.contacts.write | Read, create and update contact properties, groups and options |
| Company property settings | crm.schemas.companies.read, crm.schemas.companies.write | The same for company properties |
| Deal property settings | crm.schemas.deals.read, crm.schemas.deals.write | The same for deal properties |
| Ticket property settings | crm.schemas.tickets.read, crm.schemas.tickets.write | The same for ticket properties |
| Custom object definitions (optional) | crm.schemas.custom.read | List your custom objects so you can import into them |
| Custom object property settings (optional) | crm.schemas.custom.write | Create and update properties of custom objects |
The two optional permissions can be left out during install. Without them, the app works with contacts, companies, deals and tickets only. Full details are in the permissions and data table.
4. Configure
Open the app, then the Settings tab of the app in HubSpot (Marketplace icon > Connected apps > Bulk Property Import & Export > Settings). There you can:
- Link accounts: create a link code, then enter it in the settings of the other account. Linked accounts can copy property setups between them. Codes work once and for 15 minutes.
- Mark an agency account: agencies and consultants can mark their own account as an agency account. While the app is in beta, agency accounts and the client accounts linked to them get Pro for free.
- Weekly email digest (Pro): turn it on and add up to five recipients.
No other configuration is needed.
5. Use the app
Import properties from CSV
- Open the app and click Import CSV.
- Choose how to add your data: paste CSV text, upload a CSV file, or enter a Google Sheet link. Download the CSV template from the import page to start.
- Click Preview changes. The preview lists every property and group and what will happen to it: create, update, no change, or error, with the reason. Nothing has been changed at this point.
- Fix any errors in your file and preview again, or tick Apply only the rows without errors.
- Click Apply. A progress bar shows the changes being applied; you can leave the page while they run.
- When it finishes, the results list any row that failed and HubSpot’s reason. Download the results as CSV if you need them.
Columns: object, name (internal name), label, type, field_type, group, group_label, description, options, options_mode, option_label and option_value (one option per row), hidden, form_field, display_order, number_format, unique and action. Options are separated by semicolons or line breaks; “Label|value” sets the internal value. Existing options are kept unless a row uses options_mode “replace” and you tick Allow removing options.
Export the property setup
- Click Export.
- Choose the objects (or leave empty for all), the format (CSV, CSV with semicolons for Excel in Norway and much of Europe, or JSON) and whether to include HubSpot’s default properties.
- Click Create download link, then Download the export. The link works for 15 minutes.
Copy to another account (Pro)
- Install the app in both accounts and link them in the settings (section 4).
- Click Copy to another account, choose the other account and the direction.
- Choose the objects and options. By default, properties that exist in both accounts are updated, and nothing in the target account is removed.
- Click Preview the copy, review the differences, then click Copy.
Change log
Click Change log to see the properties and options that were added, changed or archived, found by the nightly check, with the HubSpot user ID when HubSpot provides it. Filter by object, period or property name. On Pro, click Restore next to a change to put the previous definition back; the app shows a preview first.
6. Plans and billing
The Free plan needs no payment. To upgrade, open Plans in the app and choose Pro or Agency; payment runs through Stripe. See plans and pricing.
7. Disconnect the app
In the app settings, under Disconnect and delete data, type DELETE and click Disconnect and delete data. The app uninstalls itself from the account, revokes its access and deletes what it stored for that account at once. A paid plan is cancelled at the end of the paid period.
8. Uninstall the app
In HubSpot, click the Marketplace icon > Connected apps, find Bulk Property Import & Export, and choose Uninstall. The app’s access ends immediately. HubSpot’s own steps are in its knowledge base article Uninstall an app.
9. What happens to your data
- Your properties stay. Properties, groups and options created or changed with the app are part of your HubSpot account and stay there after you disconnect or uninstall.
- What the app stores while installed: your HubSpot account ID and name, the installing user’s ID and email address, encrypted access tokens, the latest snapshot of your property settings, the change log, previews and uploads for up to two hours, results of imports for 30 days, linked accounts and digest recipients.
- After uninstall: tokens are deleted at once. Snapshots, the change log, previews, uploads and links are deleted as soon as the app learns of the uninstall (within the hour, or at once when you use Disconnect). The remaining account record and any plan record are deleted 30 days after uninstall.
- The app never stores contact, company, deal or ticket records.
- Details: privacy policy, security, data processing agreement.
Permissions and data
| Data | Access | Why |
|---|---|---|
| Contact property settings | Read and write | Import, export, copy, change log |
| Company property settings | Read and write | Import, export, copy, change log |
| Deal property settings | Read and write | Import, export, copy, change log |
| Ticket property settings | Read and write | Import, export, copy, change log |
| Custom object definitions and property settings (optional) | Read and write | The same, for custom objects |
| Account details (account ID, name, account type, time zone) | Read | Show the account name and apply plans to the right account |
Help
Email support@kayabyte.dev with your HubSpot account ID. We answer within one business day. See also support.