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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’s native CSV import for bulk task updates creates duplicates and fails to match existing records properly. The platform requires precise task ID matching without robust validation, leading to messy duplicate creation.
Here’s how to bulk reassign tasks without the headache of duplicates or failed imports.
Bulk update task assignees without duplicates using Coefficient
Coefficient eliminates duplicate creation through its two-way sync functionality that automatically preserves task IDs and maintains proper record matching. Unlike HubSpot’s rigid CSV requirements, you can pull existing tasks, modify assignees in a familiar spreadsheet environment, and push updates back with guaranteed accuracy.
How to make it work
Step 1. Import existing tasks from HubSpot.
Connect HubSpot to HubSpot through Coefficient and pull all current tasks including Task IDs, current assignees, and relevant fields. Use Coefficient’s filtering capabilities (up to 25 filters with AND/OR logic) to focus on specific task subsets that need reassignment.
Step 2. Modify assignee fields in the spreadsheet.
Update assignee columns directly in your spreadsheet with data validation. You can use formulas to systematically reassign tasks based on criteria like task type, priority, or department. The Task IDs remain intact and properly formatted throughout this process.
Step 3. Export updates using the UPDATE action.
Push changes back to HubSpot using Coefficient’s scheduled exports with UPDATE action. The system uses Task IDs as unique identifiers to prevent duplicates, ensuring existing tasks are updated rather than recreated while preserving task history and relationships.
Stop fighting with CSV imports
Coefficient’s automatic data mapping eliminates the guesswork and errors that plague HubSpot’s native CSV process. Try Coefficient to handle bulk task updates without the duplicate creation headaches.
