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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.”
Workflow automation often exports raw UserID numbers instead of actual user names, leaving you with meaningless data that requires complex lookup formulas to make sense of.
Here’s how to pull actual user names directly from your CRM without needing conversion formulas or manual lookups.
Import user names directly instead of converting IDs using Coefficient
CoefficientHubSpoteliminates UserID conversion issues through advanced field selection during the import process. Instead of exporting raw UserID numbers, you can access actual user name fields directly from.
When setting up your import, you select “Owner Name” or “Assigned User Name” fields rather than numeric ID fields. This provides human-readable names without requiring additional lookup formulas or manual conversion work.
How to make it work
Step 1. Create a new HubSpot import in Coefficient.
Connect to your HubSpot account and select the object you want to import. During field selection, look for owner/user name fields instead of ID fields. Choose “Deal Owner Name,” “Contact Owner Name,” or “Assigned User Name” rather than their ID counterparts.
Step 2. Configure Data Mapping for proper field alignment.
Use Coefficient’s Data Mapping feature to ensure user name fields align correctly with your spreadsheet columns. This eliminates any confusion between different user-related fields and ensures consistent naming.
Step 3. Set up filtering for complex user hierarchies.
For organizations with complex user structures, use Coefficient’s filtering capabilities (up to 25 filters) to create dynamic imports. You can filter by specific users, teams, or roles while maintaining proper name display throughout your spreadsheet.
Step 4. Schedule refreshes to maintain current assignments.
Configure automatic refreshes to keep user assignments current. When deals get reassigned or contacts change owners, your spreadsheet automatically reflects the updated user names without manual intervention.
Skip the conversion headaches entirely
Start importingThis approach provides much more reliable user data than basic workflow automation that often lacks access to detailed user profile information.actual user names instead of meaningless ID numbers.
