I have a field from a custom property that I want to copy into the contact object to personalize a template. In some cases, multiple records would populate that singular field.
How do I do this? I have a list that has that data that I want to import, but when I go through the import process, there is an error because of the multiple records.
In my case, I am trying to capture the aircraft tail numbers into a contact field I call “email tails” so I can personalize my templates for automation of sequences for my sales team.
Hi @Lee_Brewster,
Could you maybe give an example of the values you’d want to see and a screenshot if your import file? When you say error because if multiple records, what exactly is that referring to? Have you considered merging the information before the import to bypass this issue?
As a general answer, there is no way to do this upon import if you want to merge information from multiple rows.*
* If you’re the irking with a custom object, let me know. This might change the approach.
Best regards
Yeah, looks like merging prior to import is the way to go. The data is from a custom object as well, so a permanent solution is going to take some time. Thank you!
Hi @Lee_Brewster Sounds like you’ve got a solid short-term fix in Sheets/Excel, and you’re right, merging before import is the way to go for now.
That said, a permanent solution doesn’t have to be a heavy lift. With Coefficient’s HubSpot certified 2-way sync between HubSpot and Google Sheets or Excel, you could automatically pull in data from your custom object, merge the tail numbers however you want in the sheet (like joining them into one field), and then push the combined value back into the contact property.
No manual imports, no export headaches, and it keeps your personalization dynamic and up to date for sequences, because it’s all automated! I’d be happy to help if you need any help. It should only take about 10 minutes to setup!
Here’s a video of how it works:
Hi @Lee_Brewster
For objects holding data points that require multiple options, if theres too many options for a multi dropdown and you dont want to do custom objects - you could aggregate the options into the property field which would require transforming the file
You could also use CCAs to extract them if they are help in another object
Unfortunately, not a multi dropdown option. I’m looking at the aggregate option prior to upload. I’m checking out how a CCA might address. Thank you!
Hi @Lee_Brewster,
HubSpot doesn’t have a built-in way to merge multiple associated values (from custom objects or multiple rows) into one field during the import process.
You’ll need to export the relevant data first, then use Excel or Google Sheets to manually group and merge the tail numbers for each contact into a single cell (separated by commas or line breaks, however you’d like it to appear in emails). Once that’s done, you can re-import that cleaned-up list into HubSpot, mapping the merged values to your custom property (like “Email Tails”) on the Contact object.
Thank you! This seems to be the quickest solution for me to get this project taken care of.
