The Workflow Library

Library / Data quality / data-quality-037

Standardize date property format across import sources

Data qualityContactData Hub ProfessionalIntermediate~30 min to buildFull spec

Outcome. A date property fed by multiple import sources in inconsistent formats reads and sorts correctly everywhere in HubSpot, instead of storing some records as text-parsed garbage or the wrong day from a day and month swap.

Workflow map Enrollment, branches and actions at a glance data-quality-037
flowchart TD
    A[Contract start date raw known] --> B[Format Data: parse into date]
    B --> C{Parse succeeded and unambiguous?}
    C -->|yes| D[Set Contract start date, status Converted]
    C -->|no| E[Status: Ambiguous, create review task]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when a date property, a contract start date, a renewal date, is fed by more than one source, an import, a form, a native integration, each of which may format the raw date differently, DD/MM/YYYY versus MM/DD/YYYY versus a plain text string.
  • UseUse it right after import, before the date property is relied on by a report or another workflow's delay or branch logic that assumes a correct date.
  • SkipDo not use it on a property that is already a native HubSpot date field populated only through the UI's own date picker. The picker already prevents ambiguous entry; this fiche targets fields that started life as text or arrive through an unmanaged import path.
  • SkipDo not use it to guess a date format silently when the source format is genuinely ambiguous, a two-digit day and month both under 12. Flag those for manual confirmation instead of assuming one convention.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.1 numbered action
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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