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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.”
HubSpotContact matching errors from Excel imports tocreate duplicate records and data fragmentation that requires systematic cleanup and better prevention strategies for future imports.
Here’s how to fix existing matching errors and implement validation workflows that prevent future duplicate creation and data inconsistencies.
Fix existing errors and prevent future issues using Coefficient
CoefficientWhileexcels at preventing contact matching errors during import, fixing existing errors requires combining Coefficient’s capabilities with systematic cleanup strategies. The key is implementing validation workflows for future imports while addressing current duplicates.
HubSpotFor existing errors in, you’ll need to use HubSpot’s native duplicate management tools combined with Coefficient’s data consolidation capabilities to create clean, merged contact records.
How to make it work
Step 1. Export all HubSpot contacts to identify matching errors.
Use Coefficient to export your complete HubSpot contact database to Excel. Apply duplicate detection formulas like =COUNTIF(email_column,A2)>1 to identify potential matching errors and duplicates.
Step 2. Create consolidated contact records in Excel.
Build master contact records that combine the best data from duplicate entries. Use formulas like =IF(ISBLANK(A2),B2,A2) to merge data from multiple duplicate records into single, complete contacts.
Step 3. Use Coefficient’s UPDATE action to fix primary records.
Update the primary contact records in HubSpot with your consolidated data using Coefficient’s UPDATE export action. This ensures the best version of each contact is preserved.
Step 4. Clean up duplicate contacts systematically.
After consolidating data into primary records, use Coefficient’s DELETE action to remove duplicate contacts. Process deletions in small batches to avoid errors and maintain data integrity.
Step 5. Implement prevention workflows for future imports.
Set up validation workflows that pull existing HubSpot data first, create Excel-based matching validation, and use conditional exports to process only validated records. This prevents future matching errors.
Maintain clean contact data with systematic validation
ImplementFixing matching errors requires both cleanup and prevention strategies to maintain long-term data quality.these systematic approaches for better contact data management.
