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JGray30
Participant

Filter data by Upload File

Hi

 

I have uploaded data from an Excel Spreadsheet, I want ot make sure every record has uploaded.  The only way I figured I could do that, is to create a filter by the "Original Source Drill Down 2" column that states "Prospects V2"

My spreadsheet has 571 records, some were rejected which I have fixed.  is there any way I can create a View under contacts that shows only those records that were imported from the spreadsheet "Prospects V2"

 

Thank you

3 Réponses
JGray30
Participant

Filter data by Upload File

Hi

 

I am creating or trying to create the list, based on my report "

 

Prospect Reject V2 ACT.xlsx

 

Using the Original source drill-down 2 contains any of Prospects Reject V2 ACT.xlsx .  It does not create the list?

jolle
Expert reconnu | Partenaire solutions
Expert reconnu | Partenaire solutions

Filter data by Upload File

@JGray30 go to a contact that you know was created in that import and check out their Original source drill-down 2 value. That's what you can use in your list!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
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jolle
Expert reconnu | Partenaire solutions
Expert reconnu | Partenaire solutions

Filter data by Upload File

Hey @JGray30, thanks for reaching out!

 

Just like you mentioned, the "Original source drill-down 2" contact property will contain the name of the import (as long as that is what originally created them).

 

You can either:

  1. Head to Contacts > Contacts and create a saved view/add a filter for "Original source drill-down 2" = "Import Name"
  2. Or head to Contacts > Lists and create a list for "Original source drill-down 2" = "Import Name"

Just be sure to check out the results of your import to see if there were any duplicate contacts. You may not see a match in the number of contacts between your spreadsheet and the records in HubSpot if any of them had the same email address.

 

Hope this helps!!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature