)
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.”
You can map custom Zoho account fields during partial HubSpot migration by using visual mapping interfaces and flexible data transformation capabilities that handle field type conversions and validation automatically.
This approach ensures accurate custom field transfer while maintaining flexibility for complex field relationships during your selective migration to HubSpot .
Execute sophisticated custom field mapping using Coefficient
Coefficient excels at custom field mapping during partial migration through its visual mapping interface and flexible data transformation capabilities. You can handle complex field relationships and validate mappings before migration.
How to make it work
Step 1. Discover and analyze field relationships.
Import Zoho accounts with all custom fields using Coefficient’s field selection, then import HubSpot company properties to see available target fields. Create a mapping reference sheet showing Zoho custom fields alongside HubSpot properties and identify field type mismatches and required data transformations.
Step 2. Set up data transformation and validation.
Use spreadsheet formulas to transform Zoho custom field data to HubSpot formats, handling data type conversions like text to number, date format changes, and picklist mappings. Create validation rules to ensure transformed data meets HubSpot field requirements and set up conditional logic for complex field mapping scenarios.
Step 3. Validate mapping accuracy before migration.
Create test columns showing original Zoho values alongside transformed HubSpot values. Use conditional formatting to highlight mapping errors or missing data, validate picklist values against HubSpot property options, and test field character limits and data format requirements.
Step 4. Execute advanced mapping with flexible options.
Use automatic field mapping when data originates from Coefficient imports, apply manual mapping flexibility for complex custom field relationships, and create multi-field concatenation to combine multiple Zoho fields into single HubSpot properties. Set up conditional field population based on Zoho custom field values.
Perfect your field mapping strategy
Unlike bulk migration tools that require complete field mapping upfront, Coefficient allows iterative field mapping refinement during partial migration. You can test custom field mappings with small account batches, validate results in HubSpot, and adjust mappings before migrating additional accounts. Start mapping your custom Zoho fields for accurate HubSpot migration.
