Importing Company CRM Data, how do I format field in the file for Dropdown list?
SOLVE
I'm about to do my first file import of company data and am formating the import file. There is a property in Hubspot that I need to use which is a dropdown list. I need to map a column in the import file to that property
Does anyone know how to format the import file so that the column is picked up by the drop down property correctly?
Are you importing into a radio select or checkbox property? For multiple checkboxes , the formatting of values would look like this:
;scissors;hedgers;clippers
Add a semicolon before the first value, and then, between each additional value (;value 2;value 3; value 4). This is also explained in the knowledgebase.
If you're seeing an error message, you can check whether there's a mismatch between the label of a value and the internal value, see for example these Buying role values:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Are you importing into a radio select or checkbox property? For multiple checkboxes , the formatting of values would look like this:
;scissors;hedgers;clippers
Add a semicolon before the first value, and then, between each additional value (;value 2;value 3; value 4). This is also explained in the knowledgebase.
If you're seeing an error message, you can check whether there's a mismatch between the label of a value and the internal value, see for example these Buying role values:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer