Using HubSpot API to check for existing companies before bulk importing from Excel

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

Learn how to check for existing HubSpot companies before bulk importing from Excel without requiring API coding knowledge or technical expertise.

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Direct API integration for checking existing companies requires technical expertise and custom development, but you can achieve the same validation benefits without writing code or managing API keys.

You’ll discover how to get API-like functionality through live data connections that provide real-time company lookups and automated existence checking without technical complexity.

Get API-level validation using Coefficient

Coefficient provides API-like functionality through native HubSpot integration without requiring coding knowledge. You get real-time company lookups and bulk validation processing without API rate limits or authentication headaches.

How to make it work

Step 1. Create live data connections to HubSpot.

Import current HubSpot companies using Coefficient’s native integration. No API keys needed – just authenticate once and get real-time access to your company data for validation purposes.

Step 2. Build automated existence checking formulas.

Create VLOOKUP or INDEX formulas that check your Excel data against live HubSpot records: =IF(ISERROR(VLOOKUP(excel_domain, hubspot_data, 1, FALSE)), “NEW”, “EXISTS”). This flags existing vs new companies automatically.

Step 3. Set up bulk validation processing.

Process hundreds or thousands of records simultaneously using spreadsheet formulas. Unlike API calls that require loops and error handling, spreadsheet validation happens instantly across your entire dataset.

Step 4. Execute proper UPDATE/INSERT operations.

Use Coefficient’s export actions to handle the actual import logic. Records flagged as existing get UPDATE operations while new records get INSERT operations, preventing duplicate creation.

Skip the API complexity and get better results

Live data connections provide API-level validation with spreadsheet simplicity, giving you visual error checking and automated retry logic without programming. Try this approach for company validation that’s more accessible than custom API development.

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