Convert multiple related object records into delimited text field

using Coefficient excel Add-in (500k+ users)

Transform complex HubSpot related object structures into cleanly delimited text fields for reporting, integrations, and data portability.

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HubSpot can’t create delimited fields from related object associations natively, making it difficult to export complex relationship data for reporting, integrations, or data portability between systems.

Here’s how to convert related object structures into cleanly delimited text fields with full control over formatting, delimiters, and metadata inclusion for any downstream use case.

Create delimited text fields from related objects using Coefficient

Coefficient offers powerful capabilities to convert complex HubSpot related object structures into cleanly delimited text fields. Import primary objects with all associations, apply delimiter formatting, then export to HubSpot text properties for reporting and integration use.

How to make it work

Step 1. Import related object data.

Use Coefficient to pull primary objects with all associations, select related object properties to include, and choose Row Expanded view for full visibility. Apply filters to focus on relevant records for your delimited output.

Step 2. Apply delimiter formatting.

Use standard delimiters like =TEXTJOIN(“|”, TRUE, FILTER(B:B, A:A=E2)) for pipe-delimited or =TEXTJOIN(“;”, TRUE, FILTER(B:B, A:A=E2)) for semicolon-delimited. Create hierarchical delimiters with =TEXTJOIN(“||”, TRUE, ARRAYFORMULA(B2:B100 & “:” & C2:C100 & “:” & D2:D100)) to preserve complex relationships.

Step 3. Add custom formatting and metadata.

Include metadata with =”Records: ” & COUNTIF(A:A, E2) & ” | Values: ” & TEXTJOIN(“, “, TRUE, FILTER(B:B, A:A=E2)) & ” | Last Updated: ” & TEXT(TODAY(), “MM/DD/YYYY”). Apply conditional inclusion using =TEXTJOIN(” | “, TRUE, FILTER(B2:B100 & “:” & C2:C100, (A2:A100=E2)*(D2:D100=”Active”))).

Step 4. Export delimited fields.

Create appropriate HubSpot text properties and set field size to accommodate delimited data. Document your delimiter choice for downstream systems, export via Coefficient with proper mapping, and schedule regular updates to maintain accuracy.

Enable data portability with delimited fields

This approach preserves complex relationships in flat text format while supporting nested and hierarchical delimiters for any integration or reporting need. Start using Coefficient to convert your related object data into portable delimited formats.

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