)
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 customers with custom fields and tags requires careful attention to field structure and data validation because these specialized data points often don’t map to standard CRM properties. Getting custom data wrong can break your segmentation and reporting.
You’ll learn how to handle complex customer imports that include custom properties and automatic contact list assignment for better customer organization and targeting.
Handle custom fields and contact list assignment using Coefficient
CoefficientHubSpotexcels at importing complex customer data into, including custom properties and contact list management. The system automatically validates field types to ensure your custom data matches HubSpot’s property requirements, whether they’re text fields, numbers, dates, or dropdown selections.
Instead of traditional “tags,” HubSpot uses contact lists for customer segmentation. Coefficient can automatically assign imported customers to specific lists based on custom field values or import criteria, creating more sophisticated customer categorization than simple tagging.
How to make it work
Step 1. Structure Excel data with custom property names.
Create columns in your Excel sheet that match your HubSpot custom property internal names. For example, if you have a custom field called “Customer Tier,” use that exact name as your column header to enable automatic mapping.
Step 2. Format custom field data according to HubSpot requirements.
Ensure your Excel data matches the expected format for each custom property type. Use YYYY-MM-DD for custom date fields, separate multiple values with semicolons for multi-select properties, and verify that dropdown values match exactly with your HubSpot options.
Step 3. Set up export with custom field mapping.
Use Coefficient’s export wizard to map Excel columns to both standard and custom HubSpot fields. The system shows you all available properties, including custom ones you’ve created, and validates that data types match requirements.
Step 4. Create conditional list assignments based on custom data.
Set up conditional export rules to automatically assign customers to relevant contact lists based on custom field values. For example, customers with “Customer Tier” = “Premium” can automatically join a “High Value Customers” list.
Step 5. Use Contact List Sync for ongoing list management.
Leverage Coefficient’s Contact List Sync feature to automatically add imported customers to specific lists and maintain list membership as customer data evolves through scheduled exports.
Step 6. Schedule exports to maintain custom data accuracy.
Set up regular exports to keep custom field data current and ensure list assignments stay accurate as you update customer information in your Excel database.
Organize customers with sophisticated segmentation
Enhance your customerCustom field mapping and automated list assignment provide more powerful customer organization than simple tagging. Your customer data maintains integrity while enabling targeted marketing and sales efforts based on custom criteria.segmentation capabilities.
