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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.”
CSV imports require exact internal property names, and mapping custom Excel columns to HubSpot properties becomes a guessing game. One wrong field name kills your entire import.
Here’s how to map your existing Excel data structure directly to HubSpot without reformatting files or memorizing internal property names.
Get intelligent field mapping that handles custom properties using Coefficient
CoefficientHubSpoteliminates manual field mapping complexity with smart column recognition and intuitive mapping interfaces. Perfect for external prospecting data with inconsistent column naming conventions from.
How to make it work
Step 1. Import your Excel data into Google Sheets with Coefficient connected.
Upload your prospecting data with whatever column names you’re using. Coefficient will help map these to HubSpot properties without requiring you to change your existing structure.
Step 2. Use smart column recognition for common field patterns.
Coefficient recognizes patterns like “Phone Number” mapping to HubSpot’s “phone” property and suggests mappings automatically. This reduces manual configuration time for standard fields.
Step 3. Map custom properties using display names and internal names.
Coefficient’s interface shows both display names (what you see in HubSpot) and internal names (what the API uses). Map your custom Excel columns to the right custom properties without guessing at internal naming conventions.
Step 4. Validate field mappings before executing the export.
Before pushing data to HubSpot, Coefficient validates that your custom columns can be successfully mapped to HubSpot properties. This prevents the import failures that waste time with CSV uploads.
Step 5. Save mapping configurations for future use.
Once you’ve mapped custom Excel columns to HubSpot properties, Coefficient saves these configurations. Use the same mappings for future data with similar structures from the same sources.
Step 6. Handle complex field types automatically.
For multi-select picklists or associated records, Coefficient handles proper formatting automatically. No need to research delimiter requirements or special formatting rules.
Stop reformatting Excel files to match HubSpot’s structure
TryMap your existing data directly to HubSpot without changing column names or memorizing internal properties. Focus on prospecting instead of data administration.Coefficient for seamless field mapping today.
