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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Batch importing multiple checkbox selections via CSV to existing HubSpot contacts is severely limited by HubSpot’s CSV import functionality. The native import tool struggles with identifying existing records correctly and properly formatting multiple checkbox values.
Here’s how to transform this challenging process into a straightforward spreadsheet operation that handles unlimited batch sizes.
Process thousands of contacts in a single operation using Coefficient
CoefficientHubSpotHubSpottransforms batch checkbox updates into a simple spreadsheet workflow. You can pull yourandcontacts, prepare batch updates with flexible formatting, then execute updates for thousands of contacts simultaneously.
How to make it work
Step 1. Import existing contacts with current checkbox values.
Pull your HubSpot contacts into a spreadsheet using filters to target specific contact segments. Include email as the unique identifier and current checkbox properties to avoid overwriting existing selections.
Step 2. Structure your batch updates in columns.
You have multiple options: use a single column with comma-separated values per contact, create multiple columns with TRUE/FALSE for each checkbox option, or use formula-based dynamic selections like =IF(CustomerValue>1000, “Premium, VIP”, “Standard”).
Step 3. Execute the batch export using Coefficient’s UPDATE action.
Map email to match existing contacts and map checkbox columns to corresponding HubSpot properties. Run the export to update all contacts simultaneously while preserving data integrity.
Step 4. Set up advanced batch capabilities.
Schedule recurring batch updates (hourly, daily, weekly), use conditional logic to only update contacts meeting specific criteria, and create audit trails with Snapshots feature to track changes over time.
Handle unlimited batch sizes with confidence
Start batchingThis method processes unlimited batch sizes while preserving data integrity and avoiding the formatting issues inherent in CSV imports. Ready to streamline your batch checkbox updates?efficiently with Coefficient.
