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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.”
Excel import errors happen when data formats don’t match what your CRM expects, field mappings go wrong, or duplicate records create conflicts. These issues force you into a frustrating cycle of fixing files and re-uploading them multiple times.
You can avoid most of these problems by using enhanced validation and mapping tools that catch errors before they reach your CRM, saving time and preventing data corruption.
Prevent import errors with enhanced data validation using Coefficient
CoefficientHubSpotaddresses the root causes of Excel import errors by providing built-in validation and intelligent mapping for. Instead of discovering errors after a failed import, you catch and fix issues before they leave your spreadsheet.
The system automatically validates phone number formats, email addresses, and other contact data before export. It also provides clear field type indicators and smart mapping suggestions, which prevents the mismatched data types that commonly cause import failures.
How to make it work
Step 1. Import existing HubSpot contacts as a reference template.
Use Coefficient to pull your current HubSpot contacts into a spreadsheet. This shows you exactly how fields should be formatted and gives you proper examples for phone numbers, addresses, and other contact properties.
Step 2. Structure your Excel customer data to match the template.
Organize your new customer data using the same column headers and formatting as your existing HubSpot contacts. This alignment prevents field mapping errors and ensures data consistency.
Step 3. Apply filtering to validate data before export.
Use Coefficient’s filtering capabilities to identify potential problems like missing email addresses, invalid phone number formats, or duplicate records. Apply up to 25 filters with AND/OR logic to catch different types of validation issues.
Step 4. Use conditional exports for error-free records only.
Set up conditional logic to export only records that pass your validation criteria. This prevents problematic data from reaching HubSpot while flagging records that need manual attention.
Step 5. Handle duplicates with UPDATE actions instead of INSERT.
For existing contacts, use Coefficient’s UPDATE action to modify records rather than creating duplicates. This approach prevents the relationship errors and data conflicts that often occur with traditional bulk imports.
Stop the import error cycle
Start usingEnhanced validation and mapping eliminate the trial-and-error process of fixing import files. Your customer data flows into HubSpot cleanly on the first attempt, without formatting errors or duplicate records.smarter import tools today.
