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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.”
Instead of downloading static Excel templates that often cause formatting errors, you can connect directly to your CRM and push contact data seamlessly without worrying about template structures.
Here’s how to handle contact imports with custom fields more effectively and avoid the common pitfalls of traditional template-based uploads.
Import contacts with custom fields using Coefficient
Coefficienteliminates the need for Excel templates entirely by connecting directly to your CRM. Rather than guessing at proper formatting requirements, you get automatic field mapping and real-time validation that prevents import failures before they happen.
HubSpotThe biggest advantage?and other CRMs have specific formatting requirements that change over time. Static templates become outdated, but direct integration adapts automatically to your CRM’s current field structure.
How to make it work
Step 1. Connect your CRM through Coefficient’s Connected Sources.
This establishes a live connection that understands your CRM’s current field structure, including all custom fields. You’ll see exactly what fields are available without guessing at template headers.
Step 2. Import existing contacts to understand your data structure.
Pull a sample of current contacts with custom fields to see how your CRM formats the data. This becomes your “template” but with live, accurate field mapping instead of static column headers.
Step 3. Build your new contact data using the same structure.
Organize your contact information in Excel using the field structure you just imported. Custom fields will be clearly labeled and properly formatted from the start.
Step 4. Set up export actions with automatic field mapping.
Use Coefficient’s export functionality to push data directly to your CRM. The system automatically maps your spreadsheet columns to the correct CRM fields, including custom fields, and validates data before submission.
Step 5. Run validation checks before final export.
Coefficient validates phone numbers, email formats, and required fields before sending data to your CRM. This catches errors that would cause template imports to fail.
Start importing contacts without template headaches
Try CoefficientDirect CRM integration eliminates the trial-and-error process of template formatting while ensuring your contact data meets all import requirements.to handle your next contact import with confidence.
