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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.”
Most CRM import tools struggle with complex product data relationships and can’t maintain ongoing sync between your Excel calculations and deal records. You end up with outdated product information and broken associations.
Here’s how to create a seamless connection between your Excel product catalog and CRM deals with automatic SKU mapping.
Connect Excel product data to CRM deals with field mapping using Coefficient
CoefficientHubSpothandles complex SKU mapping that native CRM tools can’t manage. You get two-way data flow between Excel anddeals, with the ability to validate existing products while pushing new calculated line items back automatically.
How to make it work
Step 1. Pull existing product catalogs from CRM to Excel for validation.
HubSpotImport your currentproduct data into Excel to validate SKUs and pricing. This creates a baseline for your calculations and ensures data consistency.
Step 2. Set up field selection and mapping to connect Excel columns directly to CRM product fields.
Map your Excel columns (SKU, quantity, price) to the corresponding CRM fields. Use dynamic filtering to control which products get imported by referencing specific spreadsheet cells – perfect for selective SKU imports.
Step 3. Configure scheduled operations to automate product imports.
Set up automated imports on hourly, daily, or weekly schedules. Formula Auto Fill Down automatically applies pricing calculations or SKU formatting when new products are added to your Excel sheet.
Step 4. Enable data validation to ensure CRM data integrity.
Coefficient validates your product data before pushing it to the CRM, catching errors like duplicate SKUs or invalid pricing before they corrupt your deal records.
Maintain accurate product data without manual updates
Start automatingThis approach gives you the calculation power of Excel with the organization of your CRM, plus automatic synchronization to keep everything current. Ready to streamline your product imports?with Coefficient.
