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md2727
Member

“Don’t Overwrite” Option During Contact Import – Does It Append or Preserve Only?

SOLVE

Hi everyone,

I’m trying to better understand how the “Don’t overwrite existing values” option works when importing contacts into HubSpot.

During the import process, the "don't overwrite" label says: "When a record in your import matches a record that already exists in HubSpot, the existing value is overwritten with the new value by default. To keep existing data as-is, select Don’t overwrite."

From what I understand, this option keeps existing data in place and only fills in blank fields — but I’m not sure how it behaves with fields that allow multiple values, like multi checkboxes. My questions: Does this option append new values to existing ones in multi-select fields, or does it completely skip the field if there’s already data? What’s the best way to update multi-select properties via import without removing what’s already there?

Thanks,

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

“Don’t Overwrite” Option During Contact Import – Does It Append or Preserve Only?

SOLVE

@md2727 starting with a semicolon will append, not replace. Have you reviewed the linked article?

 

"To import multiple values, add a semicolon between each value without spaces (value 1;value 2). These property options must be created prior to the import.

To add or append values, add a semicolon before the first value (;value 3;value 4). This will append the value instead of overwriting the existing property value."

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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TheAdminArena
Member | Elite Partner
Member | Elite Partner

“Don’t Overwrite” Option During Contact Import – Does It Append or Preserve Only?

SOLVE

I'm pretty sure if you check the "don't overwrite" box it will essentially ignore the property. Specific to your question: it won't append the data, it will simply ignore that property altogether. 

The best way to update multi select via import is to:

  • Export the records, update the values in excel, reimport with all of the values that you want checked
    • Use the above approach and overwrite what's in there
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

“Don’t Overwrite” Option During Contact Import – Does It Append or Preserve Only?

SOLVE

Hi @md2727,

 

If you choose the 'Don't overwrite' option, existing multiple checkboxes property values would not be changed, neither overwritten nor appended.

 

If you want to append, you can find instructions here: https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#format-values-based-on-prope...

 

In short: start with a semicolon to append. Do not select 'Don't overwrite'.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

md2727
Member

“Don’t Overwrite” Option During Contact Import – Does It Append or Preserve Only?

SOLVE

Thanks, Karsten! But it's just a manual import, isn't it? So I’d need to manually update the CSV file with multiple options and then do the import? If that’s the case, it’s really not useful. I have hundreds of thousands of contacts in my HS database, and it's practically impossible to manage this manually. Is there any other way to append new values to the field without removing the existing ones during the import?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

“Don’t Overwrite” Option During Contact Import – Does It Append or Preserve Only?

SOLVE

@md2727 starting with a semicolon will append, not replace. Have you reviewed the linked article?

 

"To import multiple values, add a semicolon between each value without spaces (value 1;value 2). These property options must be created prior to the import.

To add or append values, add a semicolon before the first value (;value 3;value 4). This will append the value instead of overwriting the existing property value."

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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