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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’sAdding custom property values to existing HubSpot contacts through Excel import often fails becausenative import struggles with custom property mapping and contact matching. The system frequently creates duplicate contacts when matching fails or doesn’t properly validate custom property formats.
Here’s how to reliably update existing contacts with custom property values without creating duplicates or data errors.
Update custom properties on existing contacts using Coefficient
CoefficientHubSpot’sprovides superior custom property handling with better data validation, mapping flexibility, and error handling for existing contact records. You can validate custom property data againstrequirements before executing updates.
How to make it work
Step 1. Import existing HubSpot contacts with current custom properties.
Pull your HubSpot contacts including Contact IDs and existing custom property values. This ensures accurate contact matching and lets you see current property states before making updates.
Step 2. Validate custom property values in Google Sheets.
Use spreadsheet formulas to validate that your Excel data matches HubSpot’s expected formats. For dropdown properties, use =IF(COUNTIF(Valid_Options,A2)>0,”Valid”,”Invalid”). For date properties, use =IF(ISDATE(B2),”Valid”,”Check Format”).
Step 3. Create contact matching validation.
Use VLOOKUP to match your Excel data against existing HubSpot Contact IDs: =VLOOKUP(C2,HubSpot_Contacts!C:A,1,FALSE). This ensures you’re updating existing contacts, not creating new ones.
Step 4. Map custom properties to HubSpot field names.
Ensure your column headers match HubSpot’s internal property names exactly. For properties that originated from previous Coefficient imports, the system will automatically map fields correctly.
Step 5. Execute targeted UPDATE operations.
Use Coefficient’s UPDATE functionality to specifically target existing contacts using their Contact IDs. This adds custom property values to existing records without affecting other contact data or creating duplicates.
Update custom properties without the headaches
Start updatingReliable custom property updates require proper validation and targeted operations that HubSpot’s native import can’t provide. With the right approach, you can enrich existing contacts without data integrity issues.custom properties reliably.
