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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.”
Switching from monthly to daily sales import cadences introduces significant data integrity risks including duplicate detection challenges, timing mismatches, and historical continuity issues that HubSpot’s native tools don’t address well.
Here’s how to implement comprehensive safeguards that maintain data quality during this critical operational transition.
Protect data integrity during import frequency changes using Coefficient
Coefficient provides comprehensive safeguards for maintaining data quality during import frequency transitions. The sophisticated validation needed for this type of operational change goes beyond what HubSpot native import tools can handle, requiring the advanced capabilities that HubSpot integration through Coefficient provides.
How to make it work
Step 1. Import historical monthly data for cross-validation against new daily imports.
Pull your existing monthly import data into reference sheets for overlap detection. Create validation formulas: `=IF(ISERROR(VLOOKUP(A2,MonthlyData!A:A,1,FALSE)),”NEW”,”POTENTIAL_DUPLICATE”)` to identify records that might appear in both monthly and daily imports.
Step 2. Create running totals validation to track cumulative daily imports vs. expected monthly figures.
Set up summary formulas that calculate daily cumulative totals: `=SUMIF(DateColumn:DateColumn,”>=”&EOMONTH(TODAY(),-1)+1,AmountColumn:AmountColumn)` to compare against historical monthly totals and catch discrepancies early.
Step 3. Maintain historical copies using Snapshots for audit trails and rollback capabilities.
Configure Snapshots to preserve both monthly and daily import data for ongoing reconciliation. Set up automated snapshots that capture data states before each major import, enabling quick rollback if issues arise.
Step 4. Configure UPDATE operations instead of INSERT to prevent duplicate imports.
Use conditional logic to determine import actions: `=IF(B2=”POTENTIAL_DUPLICATE”,”UPDATE”,”INSERT”)`. This prevents the same sales from appearing multiple times during the transition period.
Step 5. Set up alert monitoring when daily import volumes deviate from expected patterns.
Configure Slack and Email Alerts to trigger when daily totals exceed reasonable thresholds: `=IF(SUMIF(DateColumn:DateColumn,TODAY(),AmountColumn:AmountColumn)>ExpectedDaily*1.5,”ALERT”,”OK”)`. This catches data quality issues immediately.
Ensure seamless import frequency transitions
These comprehensive safeguards ensure your transition maintains data quality while HubSpot’s native tools lack the sophisticated validation needed for this type of operational change. Start protecting your data integrity during import transitions today.
