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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.”
HubSpotManual re-entry requirements after Excel uploads indicate that’s import process is failing to properly map or validate your data due to strict field requirements and formatting inconsistencies.
Here’s how to create seamless data flow that eliminates manual correction cycles and ensures contact details transfer correctly the first time.
Create a seamless bridge between spreadsheets and HubSpot
Coefficienteliminates manual re-entry by establishing direct data connections with automatic field mapping and real-time validation that prevents formatting issues before they reach your CRM.
How to make it work
Step 1. Establish direct HubSpot connection.
HubSpotConnect your Excel workbook tothrough Coefficient’s sidebar. This creates a live data bridge that eliminates traditional import/export cycles and their associated mapping failures.
Step 2. Enable Formula Auto Fill Down for consistency.
Activate Coefficient’s Formula Auto Fill Down feature to maintain consistent data formatting across all contact records. This prevents the formatting variations that cause manual re-entry requirements.
Step 3. Apply data validation before export.
Use Excel’s data validation features combined with Coefficient’s filtering capabilities (up to 25 filters) to ensure data quality before export. Create validation rules for email formats, phone number structures, and required fields.
Step 4. Use preview functionality for field mapping verification.
Preview your field mapping results before committing changes to HubSpot. This lets you verify that contact details will align correctly with CRM fields and prevents the mapping failures that require manual correction.
Step 5. Implement bulk UPDATE operations for corrections.
When corrections are needed, use Coefficient’s bulk UPDATE operations to fix multiple contact records simultaneously instead of manual one-by-one editing in HubSpot.
Step 6. Set up Association Management for automatic linking.
Use Association Management to automatically link contacts with companies and deals during the export process. This prevents the manual relationship building that often follows contact imports.
Step 7. Enable scheduled exports for ongoing maintenance.
Set up scheduled exports for ongoing data maintenance without manual intervention. This ensures contact details stay current without requiring manual updates.
Maintain Excel familiarity with perfect CRM integration
EliminateManual re-entry after uploads wastes time and introduces errors. With direct data connections and automatic validation, you can ensure perfect contact data transfer every time.manual re-entry from your workflow today.
