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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’snative Excel import struggles with complex retroactive purchase data because it can’t handle multiple product purchases per contact or properly map to custom deal properties. The standard import tool often fails when dealing with historical purchase data that needs to link to existing contact and deal records.
Here’s how to successfully map and import retroactive product purchase data with proper field mapping and association management.
Handle complex purchase data mapping using Coefficient
CoefficientHubSpot’sovercomeslimitations by providing flexible field mapping for custom properties and the ability to manage complex data relationships. You can validate and structure your purchase data in spreadsheets before pushing clean, properly mapped data to HubSpot.
How to make it work
Step 1. Structure your purchase data with proper field mapping.
Organize your Excel data with columns for purchase date, product name, quantity, value, and contact identifiers. Use Google Sheets formulas to ensure purchase dates are properly formatted (YYYY-MM-DD) and product values are calculated correctly.
Step 2. Create custom properties for purchase history in HubSpot.
Set up custom contact properties for purchase history data like “Last Purchase Date,” “Total Purchase Value,” or “Product Categories Purchased.” Make note of the internal property names for mapping.
Step 3. Import existing contacts to ensure proper associations.
Pull your current HubSpot contacts into Google Sheets to create a reference for contact matching. This prevents creating duplicate contacts when adding purchase history.
Step 4. Map purchase data to contact custom properties.
Use Coefficient’s field mapping to connect your Excel columns to HubSpot custom properties. The system handles data type validation and ensures purchase history maps to the correct contact records.
Step 5. Create associated deal records for individual purchases.
For detailed purchase tracking, use Coefficient’s association management to create deal records for each purchase and link them to the appropriate contacts. This maintains proper CRM relationship structure.
Step 6. Execute batch updates without file size restrictions.
Process your purchase data in batches using Coefficient’s support for large datasets (50,000+ rows). This avoids the file size limitations that cause HubSpot’s native import to fail with extensive historical data.
Get your purchase history into HubSpot properly
Start mappingProper field mapping for retroactive purchase data requires more flexibility than HubSpot’s native import provides. With the right approach, you can enrich your contact records with valuable purchase history.your purchase data today.
