How to export HubSpot companies with IDs for Excel matching before re-import

using Coefficient excel Add-in (500k+ users)

Learn how to export HubSpot companies with IDs for Excel matching and seamless re-import workflows that prevent duplicate creation.

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Exporting HubSpot companies with IDs for Excel matching is crucial for preventing duplicates during re-import, but HubSpot’s native export tools have limitations with data relationships and field mapping.

You’ll learn how to export comprehensive company data with proper ID mapping and build matching workflows that enable seamless re-import without duplicate creation.

Export with advanced ID mapping using Coefficient

Coefficient provides superior export capabilities compared to HubSpot’s native tools, including automatic ID hyperlinking, live data refresh, and seamless re-import field mapping without row limits or manual configuration.

How to make it work

Step 1. Configure comprehensive company export with IDs.

Use Coefficient to export HubSpot companies including the company unique identifier (automatically hyperlinked), domains, names, phone numbers, addresses, and any custom properties needed for matching logic.

Step 2. Create Excel matching formulas using exported IDs.

Build lookup formulas to match your Excel data against exported companies: =INDEX(hubspot_ids, MATCH(excel_domain, hubspot_domains, 0)). This populates HubSpot IDs where domain matches exist.

Step 3. Build validation columns for data quality.

Create columns for match confidence scores, data quality flags, and action recommendations (UPDATE vs INSERT). Use conditional formatting to highlight potential issues before re-import.

Step 4. Execute re-import with automatic field mapping.

Since your data originated from Coefficient exports, field mapping happens automatically during re-import. This eliminates manual configuration and reduces errors compared to HubSpot’s native import process.

Eliminate re-import mapping headaches

Proper ID export and matching prevents duplicate companies while maintaining data relationships through automated field mapping. Try exporting with live data refresh and automatic ID hyperlinking instead of static HubSpot exports.

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