Question

How do I maintain date format when transferring deals from HubSpot to Microsoft Excel?


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Hi,

 

when a deal is transferred from Hubspot to excel, the dates always break format and put random numbers in (the hashtags).

 

How do I setup a zap that makes sure the date format stays when its being transferred from HubSpot to Excel, and keeps the format when a deal update is done. Thanks

 


12 replies

Userlevel 7
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Hi @lachie016 

In Excel, try setting formatting the column type. (Home > Number Format > Long Date)

https://support.microsoft.com/en-us/office/format-a-date-the-way-you-want-8e10019e-d5d8-47a1-ba95-db95123d273e#ID0EBBF=Web

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Hi, The issue is the date comes through as a bunch of numbers. How do I fix this? Seen top left of image

 

Userlevel 7
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@lachie016 

You can use this Zap action: Formatter > Date & Time > Format

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could you please show the structure to set this up? I can’t seem to get it working. Thanks

Userlevel 7
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@lachie016 

To help us have context, post screenshots with how your Formatter Zap step is configured.

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Userlevel 7
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@lachie016 

What are you still having trouble with in the Zap step config?

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when I go to update a close date on hubspot, the number is still coming out as a unix number, not the date

Userlevel 7
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@lachie016

None of the Zap steps shown in previous screenshots are related to updating the Deal Close Date in HubSpot.

Can you post a specific example of the input and output values?

Userlevel 7
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@lachie016 

When you test live, check your Zap Runs history details to see the DATA IN/OUT for each step to help you trace the data flow between steps and troubleshoot: https://zapier.com/app/history/

It may be that the Excel is interpreting the data point as a number rather than as a date since the column has different date formats.

 

In Excel, try setting formatting the column type. (Home > Number Format > Long Date)

https://support.microsoft.com/en-us/office/format-a-date-the-way-you-want-8e10019e-d5d8-47a1-ba95-db95123d273e#ID0EBBF=Web

 

 

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This is what happens, I’m guessing I’m having a similar issue with the other dates as well, Just not sure what is going wrong.

Userlevel 7
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@lachie016 

As an alternative, I’d recommend using Airtable instead of Excel.

Airtable has a dedicated Date field type: https://support.airtable.com/docs/date-and-time-field

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