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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.”
Specific Excel formatting issues that prevent HubSpot from advancing past the mapping stage include date formats not matching expected formats, special characters in text fields, number formats with currency symbols, email addresses with extra spaces, inconsistent phone number formats, and column headers with special characters.
Here’s how to address these formatting challenges through intelligent data processing and validation that automatically handles common Excel formatting issues without manual intervention.
Address formatting challenges with intelligent data processing
CoefficientHubSpotaddresses these formatting challenges through intelligent data processing and validation. You get automatic data cleaning that handles common Excel formatting issues without manual intervention, pre-export validation that identifies formatting problems before attempting import, format conversion that automatically converts Excel formats torequirements, and error specificity with clear feedback on exactly which cells need formatting adjustments.
How to make it work
Step 1. Let Coefficient scan your Excel data for common formatting issues.
HubSpot’sImport your contact data into Google Sheets or Excel Online and connect Coefficient. The system automatically identifies date format problems, character encoding issues, number format conflicts, email address validation problems, and phone format inconsistencies that preventmapping stage from advancing.
Step 2. Apply automatic correction for standard formatting rules.
Coefficient applies standard formatting rules for HubSpot compatibility automatically. This includes converting various Excel date formats to HubSpot-compatible formats, handling character encoding transparently, normalizing number formats, validating email formats, and standardizing phone numbers.
Step 3. Preview exactly how your data will appear in HubSpot after formatting.
Use Coefficient’s preview mode to see your contact data with all formatting corrections applied. This shows you exactly how dates, phone numbers, email addresses, and other fields will appear in HubSpot before you commit to the import.
Step 4. Choose to fix formatting issues or exclude problematic records.
Coefficient gives you options for handling formatting conflicts. You can apply automatic corrections, manually fix specific issues identified in the preview, or exclude records that have formatting problems you can’t immediately resolve.
Step 5. Download HubSpot-compatible Excel templates for future imports.
Generate properly formatted Excel templates through Coefficient based on your HubSpot configuration. These templates prevent formatting issues by providing the correct structure and data types for future contact imports.
Eliminate formatting guesswork with automated solutions
Get started with CoefficientThis approach eliminates the guesswork around Excel formatting requirements while ensuring reliable contact imports every time with real-time validation and automated scheduling capabilities.for automatic formatting solutions.
