HubSpot Ideas

Irmelin

Use CSV Files as List Filters

We would like to suggest the ability to use CSV files (or any spreadsheet file that can be made compatible) as List filters.

 

Example:

 

I have a CSV file of 1,000 surnames.

 

I want to find every Contact record in my CRM that has one of these 1,000 surnames.

 

If I were to create a List now, I would need to manually enter all 1,000 surnames as "OR" filters. And I'd probably get cut off at some point!

 

With this suggested feature, I'd be able to upload my CSV of 1,000 surnames, and HubSpot would check my CRM against that spreadsheet, then return the matching Contacts.

 

Because this would be a big job that would probably have to run for a while, it could be offered separately from the regular List feature, so that the non-casual nature of such a search would be very clear to the end user.

 

Thank you for considering the idea!

1 Reply
bekoll
Member

Definitely a good idea!

 

I just had the same issue: We have an external System that generates unique ID's which are connected to Hubspot. I regularly get lists of those ID's, which I need to match by hand (via adding a new filter) in Hubspot.

 

An automated way to match those ID's would save so much time!