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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.”
HubSpot requires date fields in YYYY-MM-DD or MM/DD/YYYY format for proper date picker functionality, but ERP systems often export dates in formats that break HubSpot’s filtering capabilities.
Here’s how to transform your ERP date formats into HubSpot-compatible formats that work seamlessly with date picker filtering.
Pre-format dates before HubSpot import using Coefficient
The key is processing your transaction data in a spreadsheet first, where you can standardize date formats before pushing to HubSpot or HubSpot . Coefficient lets you import ERP data, apply date formatting formulas, and automatically sync the cleaned data to HubSpot on a schedule.
How to make it work
Step 1. Import your ERP transaction data into your spreadsheet using Coefficient.
Connect your ERP system through Coefficient’s data import feature. This pulls your raw transaction data with whatever date format your ERP uses, whether it’s DD/MM/YYYY, Unix timestamps, or text strings.
Step 2. Create a formula column to convert dates to HubSpot format.
Add a new column next to your original date field. Use =TEXT(A2,”YYYY-MM-DD”) to convert most date formats, or =DATEVALUE() for text-based dates. This creates the ISO 8601 format that HubSpot’s date picker requires.
Step 3. Map the formatted date column during HubSpot export.
When using Coefficient to push data to HubSpot, select your newly formatted date column instead of the original ERP date field. This ensures HubSpot receives properly formatted dates that work with all filtering and reporting features.
Step 4. Schedule automatic updates to maintain data quality.
Set up Coefficient’s scheduled imports to run daily or weekly. This automatically pulls new transaction data, applies your date formatting formulas, and pushes clean data to HubSpot without manual intervention.
Keep your transaction data flowing smoothly
Proper date formatting eliminates the frustrating errors that break HubSpot’s date picker filtering in reports and workflows. Start formatting your transaction dates correctly today.
