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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.”
Preserving existing checkbox values during CSV imports is impossible with HubSpot’s native functionality. Each import completely overwrites the field rather than merging values, creating a critical data loss risk when updating records with additional checkbox selections.
Here’s how to preserve and augment checkbox values through a controlled workflow that eliminates data loss risk.
Extract, merge, and sync for complete preservation using Coefficient
CoefficientHubSpotHubSpotprovides a complete solution for preserving and augmenting checkbox values. You can extract the current state, merge new selections while preserving existing ones, then sync the complete dataset back toand.
How to make it work
Step 1. Import HubSpot records with existing checkbox values.
Extract current contact data showing existing selections. For example, you might see “john@example.com | Webinars, Whitepapers” in your spreadsheet with current interests clearly displayed.
Step 2. Add new selections while preserving existing ones.
Use formula concatenation like =CONCATENATE(B2,”, “,C2) to combine existing values with new ones. This results in “Webinars, Whitepapers, Case Studies” with all selections preserved. Alternatively, use conditional logic: =IF(ISNUMBER(SEARCH(“Webinars”,B2)),B2,CONCATENATE(B2,”, Webinars”)).
Step 3. Sync merged data using Coefficient’s UPDATE action.
Export the complete checkbox selections back to HubSpot. Coefficient’s UPDATE action replaces the entire field with your merged values, ensuring no data loss since you’re explicitly including all values.
Step 4. Use advanced preservation features for audit and control.
Capture checkbox states before updates with Snapshots, track when and why selections were added with audit formulas, maintain rollback capability to restore previous values if needed, and schedule regular syncs to merge new selections from multiple sources.
Transform data loss risk into controlled preservation
Start preservingThis approach transforms a HubSpot limitation into a controlled, auditable process where existing data is always preserved and new selections are thoughtfully integrated. Ready to eliminate checkbox data loss?your data today.
