Import Excel customer list with special characters in names

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

Successfully import Excel customer lists with special characters, accents, and international names into HubSpot without encoding errors or data corruption.

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Special characters in customer names like accents, apostrophes, and international characters frequently cause import errors with traditional methods. Names get truncated, display incorrectly, or cause entire import batches to fail completely.

You can avoid these character encoding problems by using import tools that maintain proper UTF-8 encoding throughout the entire export process.

Preserve international names with proper encoding using Coefficient

CoefficientHubSpothandles character encoding challenges more effectively than nativeimport tools by maintaining UTF-8 encoding throughout the export process. This means international names with accents, apostrophes, hyphens, and even Cyrillic or Asian characters import correctly without truncation or corruption.

The direct API communication with HubSpot preserves character integrity, eliminating the encoding problems that occur with CSV conversions and manual uploads. Names like “Hernández,” “O’Connor,” and “Björk” display exactly as they should in your CRM.

How to make it work

Step 1. Organize customer data with international names included.

Structure your Excel spreadsheet normally, including customers with accented characters, apostrophes, hyphens, and international alphabets. No special formatting or encoding steps are needed in your source data.

Step 2. Test with a small batch of international names first.

Select 10-15 customer records that include various types of special characters for your initial test export. This verifies that character preservation works correctly with your specific data.

Step 3. Use Coefficient’s standard export process.

Set up your export to HubSpot using Coefficient’s normal workflow. The system automatically maintains Unicode character support without requiring special encoding settings or CSV conversion steps.

Step 4. Apply filtering to identify potential character issues.

Use Coefficient’s filtering capabilities to flag records with unusual character combinations or potential encoding problems before export, allowing you to review them manually if needed.

Step 5. Process international names in manageable batches.

For large customer lists with many international names, process data in smaller batches to monitor character preservation and catch any potential issues early.

Step 6. Use UPDATE actions to fix existing character display issues.

If you have existing HubSpot contacts with character display problems from previous imports, use Coefficient’s UPDATE action to correct these records with properly encoded names.

Support your global customer base properly

Import customer dataProper character encoding ensures that all customer names display correctly in your CRM, regardless of language or special characters. Your international customers deserve to have their names spelled right in your system.without character encoding headaches.

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