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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.”
HubSpotContact mapping fails during Excel uploads becauserequires exact column header matching with limited flexibility for data variations like “First Name” vs “FirstName” or “Email Address” vs “Email”.
Here’s how to eliminate mapping guesswork and ensure perfect field alignment between your Excel data and HubSpot contact properties.
Get sophisticated field management with automatic and manual mapping
Coefficienteliminates mapping issues through intelligent field management that handles both automatic alignment for HubSpot-sourced data and precise manual control for external Excel files.
How to make it work
Step 1. Establish HubSpot connection through Coefficient.
HubSpotConnect your Excel workbook tothrough Coefficient’s sidebar. This creates the foundation for both automatic and manual field mapping capabilities.
Step 2. Import existing HubSpot contact structure.
Pull your current HubSpot contact data into Excel to understand available fields and their exact naming conventions. This gives you a template for proper field alignment.
Step 3. Use manual mapping interface for external data.
When working with external Excel data, access Coefficient’s manual mapping interface. Match your Excel columns to corresponding HubSpot contact properties, including custom fields you’ve created in your CRM.
Step 4. Preview mapping results before export.
Coefficient lets you preview how your field mapping will work before committing data to HubSpot. This prevents the trial-and-error cycle of traditional imports.
Step 5. Apply Dynamic Filtering for flexible processing.
Use Dynamic Filtering to point filter values to specific spreadsheet cells. This gives you flexible control over which contact data gets processed and how it maps to HubSpot fields.
Step 6. Choose appropriate Export Actions.
Select UPDATE for existing contacts, INSERT for new contacts, or DELETE for contact removal. Each action maintains your established field mapping for consistent results.
Work in your familiar environment with perfect CRM alignment
Start mappingContact mapping shouldn’t require wrestling with rigid import requirements. With intelligent field management, you can work in Excel while maintaining perfect alignment with HubSpot.your contact data correctly today.
