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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’sUpdating existing HubSpot contacts with historical purchase data from Excel requires precise contact matching and flexible data mapping thatnative import often can’t handle reliably. The system frequently creates duplicate contacts or fails to properly map historical data to custom properties.
Here’s how to enrich existing contact records with historical purchase data without disrupting current CRM data integrity.
Enrich existing contacts with historical purchase data using Coefficient
Coefficientprovides precise control over contact matching and data mapping, ensuring historical purchase data enriches existing contact records accurately. You can validate data mapping and preserve existing contact information while adding valuable purchase history.
How to make it work
Step 1. Import existing HubSpot contacts for accurate matching.
Pull your current HubSpot contact list with Contact IDs and email addresses to ensure accurate contact identification. This prevents creating duplicate contacts when adding historical data.
Step 2. Structure historical purchase data with proper formatting.
Organize your Excel data in Google Sheets with columns for purchase dates (YYYY-MM-DD format), purchase amounts, product categories, and contact identifiers. Use formulas like =TEXT(A2,”YYYY-MM-DD”) to ensure date formatting matches HubSpot requirements.
Step 3. Create calculated fields for purchase insights.
Add columns for derived metrics like total lifetime value =SUMIF(Email_Column,B2,Purchase_Amount_Column), purchase frequency, or average order value. These calculated fields provide more value than raw purchase data alone.
Step 4. Set up custom properties in HubSpot for purchase history.
Create custom contact properties for “Total Lifetime Value,” “Last Purchase Date,” “Purchase Frequency,” or “Preferred Product Category.” Note the internal property names for accurate mapping.
Step 5. Execute UPDATE operations that preserve existing data.
Use Coefficient’s UPDATE functionality to add historical purchase data to existing contacts without overwriting current contact information or recent activity. Target specific Contact IDs to ensure accurate updates.
Step 6. Create associated deal records for detailed purchase tracking.
For comprehensive purchase history, use Coefficient’s association management to create deal records for significant historical purchases and link them to the appropriate contacts.
Turn purchase history into actionable CRM data
Start enrichingHistorical purchase data becomes valuable when it’s properly integrated with existing contact records. With precise contact matching and data mapping, you can enrich your CRM without disrupting current data.your contact records today.
