Lists, Lead Scoring & Workflows

Ruscoe
Membre

Paste list of values into a property filter in Company View

Résolue

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? 

 

Screen Shot 2020-05-05 at 6.00.26 PM.png

2 Solutions acceptées
warrendavey
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Paste list of values into a property filter in Company View

Résolue

@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.

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

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awrietow
Solution
Contributeur

Paste list of values into a property filter in Company View

Résolue

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.

Screen Shot 2021-07-08 at 10.49.09 AM.png

Voir la solution dans l'envoi d'origine

21 Réponses
ABui4
Contributeur

Paste list of values into a property filter in Company View

Résolue

Hi all,

Tried all the solutions posted in this discussion, none worked for me, unfortunately. Any update so far?

Thanks a ton! 

0 Votes
awrietow
Solution
Contributeur

Paste list of values into a property filter in Company View

Résolue

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.

Screen Shot 2021-07-08 at 10.49.09 AM.png

awrietow
Contributeur

Paste list of values into a property filter in Company View

Résolue

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

Screenshot 2023-10-31 at 11.45.40 AM.png

@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. 

P_Cortebeeck
Participant | Partenaire solutions Gold
Participant | Partenaire solutions Gold

Paste list of values into a property filter in Company View

Résolue

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?

awrietow
Contributeur

Paste list of values into a property filter in Company View

Résolue

You can also use the "find and replace" feature in a basic text editor.

0 Votes
Radha_M
Participant

Paste list of values into a property filter in Company View

Résolue

Thank you, you are a savior!

rico1411
Participant

Paste list of values into a property filter in Company View

Résolue

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!

LBouchet1
Participant

Paste list of values into a property filter in Company View

Résolue

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

solask
Contributeur | Partenaire solutions Platinum
Contributeur | Partenaire solutions Platinum

Paste list of values into a property filter in Company View

Résolue

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!

 

Skjermbilde.PNG

BernardM
Membre

Paste list of values into a property filter in Company View

Résolue

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

0 Votes
solask
Contributeur | Partenaire solutions Platinum
Contributeur | Partenaire solutions Platinum

Paste list of values into a property filter in Company View

Résolue

UPDATE! 

 

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

 

 

0 Votes
NHeath1
Contributeur

Paste list of values into a property filter in Company View

Résolue

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

Great find!

0 Votes
rajkumarsa
Participant

Paste list of values into a property filter in Company View

Résolue

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

VincentTep
Participant

Paste list of values into a property filter in Company View

Résolue

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!

0 Votes
bcx
Participant

Paste list of values into a property filter in Company View

Résolue

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.


sharonlicari
Gestionnaire de communauté
Gestionnaire de communauté

Paste list of values into a property filter in Company View

Résolue

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 


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VincentTep
Participant

Paste list of values into a property filter in Company View

Résolue

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 😉 )

sharonlicari
Gestionnaire de communauté
Gestionnaire de communauté

Paste list of values into a property filter in Company View

Résolue

Thank you for sharing @rico1411 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




Weerd22
Membre

Paste list of values into a property filter in Company View

Résolue

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...

 

The solution provided here works for me!

warrendavey
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Paste list of values into a property filter in Company View

Résolue

@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.

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk