topic Re: Paste list of values into a property filter in Company View in Lists, Lead Scoring & Workflows

Paste list of values into a property filter in Company View

Ruscoe — Wed, 06 May 2020 01:02:22 GMT

I want to create a new company view using a copy/pasted list of values as a filter. Usually when I create a list, I can paste a list of values into a filter easily using a semi-colon in between each one.

But I don't want a list of contacts, I want a list of companies.

Is there anything (like a comma or dash) to make the values appear separately, rather than in one long useless string?

Re: Paste list of values into a property filter in Company View

warrendavey — Wed, 06 May 2020 03:45:50 GMT

@Ruscoe - I created a video to help answer your question as part of my question of the day series.

Here it is: http://youtu.be/k9cE0tExqsI?hd=1

Currently, I wasn't able to find a way to complete your specific task in views for companies.

However, I think there is an alternative solution that could work in other property criteria or even a workflow to get the result you need. If you send me more details on how the list of store ids came about and for what purpose they are used I may be able to further answer your question.

Re: Paste list of values into a property filter in Company View

Weerd22 — Wed, 02 Sep 2020 12:41:41 GMT

I was looking for the same and found this thread on the Hubspot Community website: https://community.hubspot.com/t5/HubSpot-Ideas/Copy-and-paste-multiple-cells-from-Excel-into-HubSpot-smart-list/idi-p/280692.

The solution provided here works for me!

Re: Paste list of values into a property filter in Company View

rico1411 — Tue, 08 Dec 2020 05:53:26 GMT

I searched multiple posts and couldn't find a good answer or one that truly worked. I was able to figure it out. instead of a special character use the word OR in between each entry. Good Luck!

Re: Paste list of values into a property filter in Company View

sharonlicari — Tue, 08 Dec 2020 09:14:47 GMT

Thank you for sharing @rico1411

Re: Paste list of values into a property filter in Company View

VincentTep — Mon, 11 Jan 2021 09:41:18 GMT

Hi all,

Thanks @rico1411 for this simple workaround.

However, when looking up dozens of companies, it means pasting their names into an Excel sheet to add " OR " in-between each name.

@hubspot please work on letting us paste multiple selections from Excel. Thanks!

Re: Paste list of values into a property filter in Company View

sharonlicari — Mon, 11 Jan 2021 13:53:53 GMT

Hi @VincentTep

Welcome to the Community!

I'd encourage you to upvote and comment on this idea. Our Product team is always monitoring this space to create new functionalities in our tool based on popularity.

Best

Sharon

Re: Paste list of values into a property filter in Company View

VincentTep — Mon, 11 Jan 2021 16:30:30 GMT

Thanks Sharon for bringing this additional tip to my attention! It still requires to tweak the original Excel file though. But 2 workarounds are better than none (yet not as good as actually being able to paste straight into HS from Excel 😉 )

Re: Paste list of values into a property filter in Company View

bcx — Tue, 02 Feb 2021 19:23:42 GMT

I just ran into this exact same issue, if you make a CSV file, and just end each line with a ; instead of a , you can copy and paste no problem.

Re: Paste list of values into a property filter in Company View

awrietow — Thu, 08 Jul 2021 16:50:45 GMT

I found that if you separate the values with a semicolon, and no space it pasted into HubSpot the way you want it to.

For example, if I paste in 90061;90220;90221 they paste in as separate values.

Re: Paste list of values into a property filter in Company View

rajkumarsa — Thu, 18 Nov 2021 08:29:47 GMT

I just created a profile to say thanks to you. This really helped me out.

Re: Paste list of values into a property filter in Company View

sunask — Fri, 09 Jun 2023 07:37:11 GMT

UPDATE!

It seems that after filter updates in the HubSpot interface, "OR" no longer works, and you will have to use ";" instead

This is the real solution and it actually works!

Re: Paste list of values into a property filter in Company View

sunask — Thu, 17 Mar 2022 15:40:27 GMT

Remove this as it doesn't contribute anything of value. The actual answer is below here: https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Paste-list-of-values-into-a-property-filter-in-Company-View/m-p/391867/highlight/true#M4659

Re: Paste list of values into a property filter in Company View

NHeath1 — Fri, 08 Jul 2022 19:59:47 GMT

This works! Far better than semi colons which I find are hit or mis depending on the field.

Great find!

Re: Paste list of values into a property filter in Company View

Radha_M — Thu, 03 Nov 2022 16:08:59 GMT

Thank you, you are a savior!

Re: Paste list of values into a property filter in Company View

LBouchet1 — Fri, 28 Apr 2023 09:18:52 GMT

Thanks! The semicolon didn't work for me but separating with " OR " worked perfectly.

Re: Paste list of values into a property filter in Company View

sunask — Fri, 09 Jun 2023 07:36:43 GMT

UPDATE!

It seems that after filter updates in the HubSpot interface, "OR" no longer works, and you will have to use ";" instead.

Re: Paste list of values into a property filter in Company View

P_Cortebeeck — Tue, 20 Jun 2023 17:18:15 GMT

You can save a lot of time on formatting by asking ChatGPT to help out.

Here's the exact query that I used to go from 500+ values in Excel to a HubSpot filter in less than a minute:

Can you change the format of this list to semicolon-separated, without any spaces?

Re: Paste list of values into a property filter in Company View

BernardM — Thu, 05 Oct 2023 22:17:15 GMT

That is Incorrect. You have to use OR, ";" does not work.

Re: Paste list of values into a property filter in Company View

awrietow — Tue, 31 Oct 2023 22:01:09 GMT

This above solution works in active lists, but it doesn't work in filters at the company or contact search area. See below.

@rico1411has a new solution that will work if you are filtering companies or contacts:

Separate your values with "OR". You can use any text editor "find and replace" to format this quickly and easily.

For example: change "1001 1002" to "1001 OR 1002" and that will paste into the value box as separate values.