)
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.”
HubSpotWhileprovides basic column mapping during import, it lacks flexibility for complex data structures and often requires exact column header matching without preview capabilities or validation feedback.
Here’s how to get superior field mapping with comprehensive control and validation before your data reaches HubSpot.
Get advanced mapping with comprehensive control and validation
Coefficientoffers superior field mapping capabilities with both automatic alignment for HubSpot-sourced data and intuitive manual mapping for external Excel files, plus preview functionality to verify results before export.
How to make it work
Step 1. Connect your spreadsheet to HubSpot through Coefficient.
HubSpotInstall Coefficient in Excel and establish connection to youraccount through the sidebar’s “Connected Sources” menu. This creates the foundation for advanced field mapping capabilities.
Step 2. Import existing HubSpot contact structure.
Pull your current HubSpot contact data to understand available fields, including custom properties you’ve created. This gives you a complete template for proper field alignment and naming conventions.
Step 3. Use manual mapping interface for external data.
Access Coefficient’s manual mapping interface when working with external Excel data. Select your Excel columns and map them to corresponding HubSpot contact properties, including custom fields and standard contact properties.
Step 4. Preview mapping results before export.
Use Coefficient’s preview functionality to verify field mapping before committing data to HubSpot. This shows exactly how your Excel columns will align with contact properties and prevents mapping errors.
Step 5. Apply data validation using spreadsheet formulas.
Implement data validation in Excel before export using conditional formatting and formulas. Create validation rules for email formats, phone number structures, and required field completion.
Step 6. Test with filtered batches.
Use Coefficient’s filtering capabilities to test field mapping with small batches of 10-20 contacts first. Apply up to 25 filters to isolate specific data segments for mapping validation.
Step 7. Choose appropriate export actions.
Select UPDATE for existing contacts, INSERT for new contacts, or DELETE for contact removal. Each export action maintains your established field mapping for consistent results across all operations.
Prepare and validate field mapping in a flexible environment
Start mappingRigid mapping requirements shouldn’t limit your data management capabilities. With advanced field mapping and preview validation, you can ensure perfect alignment between Excel and HubSpot.your contact fields correctly today.
