Update custom fields on multiple tasks simultaneously through CSV upload

HubSpot’s CSV import for custom field updates requires exact internal names, specific formatting for multi-select fields, and provides no preview functionality. Invalid custom field values often cause import failures with unclear error messages.

Here’s how to bulk update custom fields without the formatting headaches and validation errors.

Bulk update custom fields using Coefficient

Coefficient eliminates custom field formatting guesswork by automatically including all custom fields with proper internal names and current values. Since data originates from HubSpot through Coefficient’s import, field mappings are configured correctly and multi-select fields maintain proper formatting for seamless HubSpot updates.

How to make it work

Step 1. Import tasks with custom fields included.

Pull tasks from HubSpot and Coefficient automatically includes all custom fields with their proper internal names and current values. Field mapping and data types are preserved, reducing errors during updates.

Step 2. Modify custom field values in the spreadsheet.

Update custom field values directly in your spreadsheet environment. Coefficient properly handles multi-select custom fields, dropdowns, date fields, and other complex field types that often cause CSV import failures. Use data validation rules to ensure proper values before export.

Step 3. Export with built-in validation.

Push changes using Coefficient’s UPDATE export action with validation to ensure data integrity. The system maintains custom field formatting and validates values before sending to HubSpot, preventing the common errors that plague native CSV uploads.

Stop fighting custom field formatting

Coefficient handles the complex formatting requirements for custom fields automatically, so you can focus on updating values instead of troubleshooting import errors. Try hassle-free custom field updates today.