Lift Bulk Property Upload Tool
Support Documentation

Prerequisites to installing the app: 

• Have user access to a HubSpot portal.

How to Install:

1.  On the access page, click on the button, "Login With HubSpot."

2. Connect your HubSpot portal
Note: HubSpot will have you confirm the authorization to utilize the app with CAPTCHA.

The Lift Bulk Property Upload Tool will now be connected. You'll be redirected to the main screen to upload your property spreadsheets.

If the page doesn't redirect after a few minutes, go back to the launch button and try it again. 

To continuously have easy access to the app, we recommend bookmarking the launch page. You will need to access this page to go login to the app.

To have easy access to the app, we recommend bookmarking the launch page. You will need to access this page to login to the app.

1. On the main page, select an Object Type

2. Choose a file to upload

Note: This file should be a .xlsx

If you would like to see a filled out sample sheet, click the link, "Link to filled sample sheet" below the upload box. 

You can also access a template sheet by clicking the link, "Link to template sheet" below the upload box.

Note: You will need to make a copy of the template sheet before you can use the template.

3. Once a file has been chosen, a table with all your property information will appear below the upload box.

Note: You can add rows to include more properties after choosing your file. Put the number of rows into the box above the table and click "Add x rows." You can also update any information directly in this table before you upload your properties.

4. Click the upload button.

5. Your properties have now been uploaded. You'll get a receipt of all the properties that were uploaded to HubSpot.

Bonus: If you'd like to review your upload history, click on "Upload History" in the navigation to see all of your previous property uploads.

 

Before you uninstall the app, make sure you truly want to uninstall the app.  

To Uninstall: 

1. In your HubSpot portal, go to Settings located at the top right-hand side of your screen. 

2. On the left-hand side of your screen, click on the "Integration" drop-down item and select "Connected Apps." 

3. Find the Lift Bulk Property Upload Tool app, click on "Actions" under the name and choose "Uninstall." 

4. Type "uninstall" in the box that appears.

5. Finally, give a reason why you are uninstalling the app.

 

We understand it isn't fun when you go to upload your properties and are met with a screen like this with errors popping up.

Thankfully there are easy fixes. Below are common errors and how to solve them.

Incorrect Property Group Name

This error occurs on an upload for a Custom Object and appears because HubSpot's Group Name Labels and Internal Names differ. For example, the Label and Internal Name for the same Custom Object could be "Project Information" (Label) and "projects_information" (Internal Name), which confuses the tool.

To fix: Make your Group Label plural, as in "Projects Information." If you are still having trouble, please reach out to Customer Support.

Need "Options" for a Single-Checkbox Property

To fix: Add "True, False" to the "Property Options - Label(s)" field and "true, false" to the "Property Options - Internal Name(s)" field.

Upload Failed with an Unclear Reason

This error occurs because the property already exists in HubSpot. Please check HubSpot for the property. 

If the property exists, exclude it from your upload. If the property doesn't already exist in HubSpot, please reach out to Customer Support.

There are currently a few limitations with the Lift Bulk Property Upload Tool due to how HubSpot is set up. Below are the common limitations you can run into and their workarounds.

Property Types That Aren't Accommodated

The properties that cannot be accommodated currently include:

• HubSpot User
• Rich Text
• Calculation
• Formatted Text (Phone Number)
• Formatted Number
• Currency
• Score
• File

Workaround: You will have to set up the property as a "Single-line text" Property Type. Once uploaded to HubSpot, you will be able to go into the property and update the field type.