Hi all, I saw this thread working on a similar problem. The solution was to make a new field (for multiple checkboxes) and import values from my original text field. Key is to use the export feature to manage data in excel externally, then reimport. Here are the basic steps:
- Export the data you want to change with the original (text) field, you will use this to create the list options. Best to create a hubspot list first and export from there with only the columns you want
- Open the exported spreadsheet In excel or another spreadsheet editor,. Create a list of unique values from the original field with an advanced filter or other technique (google it if you need to)
- Create a new field with dropdown or checkboxes in HubSpot, copy this unique values list from excel into the new field options
- Create a list in hubspot with your companies or contacts, an ID column (company domain name or contact name), old file, new (blank) field
- Export list to excel
- In excel, copy the old field values to the new field
- Save the file and import back into hubspot. Clean up errrors as you go, the error checking functionality of HubSpot is awesome! You have to manipulate and re-save the spredhseet you are updating from. I had to delete the ID field that appeared. Add values to existing companies, only overwrite the new field JIC.
This takes a bit to learn, but it is very powerful. Thanks hubspot!