)
Written by
Table of Contents
“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.”
Importing customer lists from Excel into your CRM doesn’t have to involve repeatedly uploading static files every time your data changes. You can create a live connection that automatically syncs your spreadsheet data with your CRM.
This guide shows you how to set up dynamic data imports that handle phone numbers, addresses, and other contact information without the usual headaches of manual uploads and formatting errors.
Skip static uploads with live data connections using Coefficient
CoefficientHubSpotInstead of converting Excel files to CSV and manually uploading them every time your customer data changes,creates a direct connection between your spreadsheet and. This means your customer data stays in sync automatically, and you avoid the repetitive upload process entirely.
The key advantage is real-time synchronization. When you add new customers to your spreadsheet or update existing contact information, those changes flow directly into HubSpot without manual intervention. Plus, you get automatic field mapping for phone numbers, addresses, and other contact properties, which eliminates most formatting errors before they happen.
How to make it work
Step 1. Organize your customer data with clear column headers.
Structure your Excel spreadsheet with columns like “First Name,” “Last Name,” “Phone,” “Email,” “Street Address,” “City,” “State,” and “Postal Code.” Use headers that match common HubSpot property names for easier mapping.
Step 2. Connect your spreadsheet to Coefficient.
Install Coefficient in Excel Online or transfer your data to Google Sheets. Connect to Coefficient through the sidebar and authenticate your HubSpot account to establish the data bridge.
Step 3. Set up the export with automatic field mapping.
Use Coefficient’s “Export to HubSpot” feature and select the INSERT action to create new contact records. The system automatically suggests field mappings based on your column headers. Map address fields to HubSpot’s specific address properties like Street, City, State, and Postal Code.
Step 4. Test and schedule ongoing exports.
Run a test export with a small subset of your customer data to verify field mapping and data formatting. Once confirmed, set up scheduled exports to automatically sync new customers as you update your spreadsheet.
Keep your customer data flowing automatically
Try CoefficientLive data connections eliminate the friction of traditional customer imports while maintaining accuracy and consistency. Your customer information stays current without manual file uploads or CSV conversions.to streamline your customer data management process.
