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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.”
Column mapping is often the most frustrating part of customer database imports because you have to manually match each Excel column to the corresponding CRM field. Getting it wrong means data ends up in the wrong places or import failures.
This guide shows you how to use intelligent mapping tools that automatically suggest field connections and validate data types, making the mapping process faster and more accurate.
Automate field mapping with intelligent suggestions using Coefficient
CoefficientHubSpotsimplifies column mapping forthrough automatic field detection and smart mapping suggestions. When you export data, the system recognizes common column headers like “First Name,” “Email,” and “Phone Number” and automatically maps them to the corresponding HubSpot properties.
The tool supports all HubSpot contact properties, including custom fields you’ve created, and handles complex fields like lifecycle stage, lead status, and contact owner assignment. You can also set up dynamic mapping that references spreadsheet cells for flexible field assignment.
How to make it work
Step 1. Import existing HubSpot data to see proper field structure.
Pull your current HubSpot contacts using Coefficient to understand proper field naming conventions and data formatting. This serves as your template for organizing Excel customer data.
Step 2. Organize Excel data with clear column headers.
Structure your customer database with column headers that match HubSpot property names. Use headers like “First Name,” “Last Name,” “Email,” “Phone,” “Company,” and “Job Title” for automatic recognition.
Step 3. Use the export wizard for automatic mapping suggestions.
Select your Excel data range and launch Coefficient’s export wizard. The system automatically suggests field mappings based on your column headers and shows you exactly which Excel columns connect to which HubSpot properties.
Step 4. Review and adjust mapping for custom fields.
Verify automatic mapping suggestions and manually adjust any custom field connections. Coefficient shows you all available HubSpot properties, including custom ones you’ve created, making it easy to map specialized data fields.
Step 5. Test mapping with a small data subset.
Run a test export with 10-20 records to confirm that data appears in the correct HubSpot fields. Check that phone numbers, addresses, and custom properties all map correctly before processing your full customer database.
Step 6. Set up scheduled exports to maintain consistency.
Once mapping is confirmed, schedule regular exports to automatically apply the same field mapping to new customer data as you update your Excel database.
Make field mapping effortless
Streamline your mappingIntelligent mapping eliminates the guesswork and reduces mapping errors that plague manual CRM imports. Your customer data flows into the right HubSpot fields automatically, saving time and preventing data placement mistakes.process today.
