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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.”
HubSpot’sExporting and importing deals to new pipelines while keeping funnel stages aligned is challenging becausenative CSV export/import often breaks stage relationships and requires manual field mapping.
You’ll learn how to automate this process while preserving stage alignment and maintaining all deal associations.
Seamless deal export and import with stage preservation using Coefficient
Coefficientprovides a live connection approach that eliminates CSV formatting issues and maintains data relationships during the export/import process. Unlike manual CSV workflows, this method preserves funnel stage alignment and triggers appropriate automation workflows in the new pipeline.
How to make it work
Step 1. Export deals with live data connections.
HubSpotConnect tothrough Coefficient and import all deals from your source pipeline. Select Deal ID, Deal Name, Pipeline, Deal Stage, Amount, Close Date, Owner, and custom properties. Use filtering to export specific deal segments by owner, date range, or other criteria while maintaining live connections.
Step 2. Create your stage mapping transformation logic.
Build a reference table that maps old pipeline stages to new pipeline equivalent stages. Use spreadsheet formulas to automatically populate new pipeline and stage values. For example: =IF(Current_Stage=”Qualified”,”New Pipeline – Qualified”, IF(Current_Stage=”Proposal”,”New Pipeline – Proposal”)) ensures each deal lands in the appropriate stage.
Step 3. Execute the import with simultaneous field updates.
Update the Pipeline and Deal Stage columns with your mapped values. Use Coefficient’s UPDATE export functionality to push changes back to HubSpot. The two-way sync updates both fields simultaneously, maintaining funnel stage alignment and preserving all associations.
Step 4. Validate the migration results.
Check that deals appear in the correct stages of the new pipeline and that automation workflows trigger properly. Use real-time validation to verify changes before committing them to HubSpot.
Streamline your pipeline migrations
Get startedThis method eliminates data formatting errors and maintains relationships that manual CSV processes often break.with automated deal migration that preserves your sales process integrity.
