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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 import process defaults to creating new contact records even when similar contacts exist, leading to database bloat and data fragmentation that’s difficult to clean up later.
Here’s how to update existing contacts with Excel data while maintaining precise control over what gets updated and ensuring zero new contact creation.
Use UPDATE actions to modify existing contacts using Coefficient
Coefficientprovides precise control over contact creation through its UPDATE export action, which exclusively modifies existing contacts without creating new records. This prevents the database bloat that comes from accidental duplicate creation.
HubSpotThe key advantage is selective updating. Nativeimports often overwrite entire contact records in an all-or-nothing approach. Coefficient’s UPDATE action lets you selectively update only specific properties while preserving existing contact data.
How to make it work
Step 1. Pull existing HubSpot contacts for validation.
Import your current HubSpot contact database into Excel using Coefficient. This creates a reference dataset to validate matches before processing updates.
Step 2. Create lookup formulas to validate contact matches.
Use VLOOKUP or INDEX/MATCH formulas to confirm each Excel row has a corresponding HubSpot contact. For example: =IF(ISERROR(VLOOKUP(A2,hubspot_emails,1,FALSE)),”NO MATCH”,”VALID”) to identify valid updates.
Step 3. Set up conditional filtering for validated matches only.
Configure Coefficient’s filtering to process only rows flagged as “VALID” in your validation formulas. This ensures no updates are attempted for non-existent contacts.
Step 4. Use UPDATE export action exclusively.
Configure your Coefficient export to use the UPDATE action, not INSERT. This guarantees that only existing contacts are modified and no new records are created.
Step 5. Create data backups before processing updates.
Use Coefficient’s “Snapshots” feature to capture historical contact data before performing updates. This creates a backup that enables rollback capabilities if updates need to be reversed.
Maintain data integrity with controlled updates
TrySelective contact updates prevent database bloat while ensuring your existing contact data stays clean and organized.these update techniques for precise contact data management.
