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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’s native CSV import for tasks often fails to properly map contact associations, leaving you with unlinked tasks and frustrated team members.
Here’s how to reliably import tasks with proper contact associations using a more dependable method.
Import tasks with contact mapping using Coefficient
CoefficientHubSpotHubSpoteliminates the guesswork ofCSV imports by providing real-time validation and automatic field mapping. Instead of wrestling with HubSpot’s inconsistent import interface, you can prepare your data in spreadsheets and export directly towith guaranteed contact associations.
How to make it work
Step 1. Prepare your task data with validated contact IDs.
Start by importing your existing contacts from HubSpot using Coefficient to get the correct Contact IDs. This ensures every contact reference in your task data actually exists in your CRM. Set up your spreadsheet with columns for Task Subject, Task Type, Due Date, and Contact ID.
Step 2. Set up the Coefficient export with automatic field mapping.
Connect Coefficient to your HubSpot account and configure an INSERT export action for tasks. Coefficient automatically maps HubSpot field names and shows you exactly which contacts will be associated before you commit the export. Select your Contact ID column to map to HubSpot’s “Associated Contact” field.
Step 3. Validate associations before export.
Use Coefficient’s preview feature to verify that all contact associations will be created successfully. Any invalid Contact IDs or formatting issues will be flagged before the export runs, preventing the failed imports common with CSV uploads.
Step 4. Execute the export and monitor results.
Run the export and track the results through Coefficient’s status reporting. Unlike HubSpot’s CSV import which often fails silently, you’ll get clear confirmation of successful task creation and contact associations.
Skip the CSV headaches
Try CoefficientThis approach bypasses HubSpot’s problematic CSV import entirely while ensuring reliable contact associations every time.to eliminate import failures and get your tasks properly linked to contacts.
