Import2’s multi-select property handling requires specific semicolon-separated formatting and exact value matching, often leading to import failures when Excel data doesn’t match these rigid requirements.
Here’s how to handle multi-select properties without wrestling with formatting requirements or validation errors.
Import multi-select properties from Excel using Coefficient
CoefficientHubSpotstreamlines multi-select property handling by accepting various Excel formats (comma-separated, semicolon-separated, or multiple columns) and automatically converting them to-compatible syntax while validating values against available options.
Instead of manually reformatting Excel data to meet Import2’s requirements, you get flexible format recognition with real-time validation that prevents import failures.
How to make it work
Step 1. Format multi-select values using any logical separator in Excel.
Use commas, semicolons, or separate columns for your multi-select values. For example, “Industry 1, Industry 2, Industry 3” or “Skill A; Skill B; Skill C” both work. Coefficient recognizes various formats automatically.
Step 2. Validate values against HubSpot’s available options.
During the mapping process, Coefficient checks that all your multi-select values exist in HubSpot’s available options for each property. This prevents import failures caused by invalid or mismatched values.
Step 3. Preview multi-select formatting before importing.
See exactly how your multi-select values will appear in HubSpot before executing the import. This preview shows the final formatting and confirms all values are valid and properly structured.
Step 4. Use Excel formulas for dynamic multi-select combinations.
Leverage Excel formulas to generate multi-select combinations based on other data. For example, use CONCATENATE or & operators to combine values from multiple columns into properly formatted multi-select properties.
Stop fighting with multi-select formatting requirements
Try CoefficientMulti-select properties shouldn’t require manual formatting and guesswork about separator requirements. With flexible format recognition and automatic validation, you can focus on your data rather than technical formatting details.to eliminate multi-select formatting headaches.