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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’snative import mapping requires manual field selection for each import and doesn’t save mapping templates for reuse, making repeated imports time-consuming and error-prone.
Here’s how to streamline Excel-to-HubSpot mapping with automated field alignment, reusable templates, and simultaneous list creation.
Automate field mapping and list creation using Coefficient
Coefficientoffers advanced data mapping functionality that maintains field relationships and saves configurations for repeated use. When data originates from Coefficient’s HubSpot imports, field mapping is automatically maintained for exports back to HubSpot.
HubSpotThe biggest advantage is reusable templates. Whilerequires manual field selection every time, Coefficient saves mapping configurations and can apply Excel formulas to transform data before mapping (like combining first/last names or formatting phone numbers).
How to make it work
Step 1. Set up automatic field mapping from HubSpot data.
When importing data that originated from Coefficient’s HubSpot imports, field mapping is automatically maintained. This eliminates manual mapping for data that’s already been through the system.
Step 2. Create reusable mapping templates for external data.
For new Excel data, configure your field mapping once and save the template. Coefficient remembers these configurations for future imports, unlike HubSpot’s one-time mapping process.
Step 3. Apply data transformation formulas before mapping.
Use Excel formulas to transform data before mapping. For example, =A2&” “&B2 to combine first and last names, or =TEXT(C2,”(000) 000-0000”) to format phone numbers consistently.
Step 4. Implement conditional mapping based on data values.
Use IF statements to map different values to different HubSpot properties based on conditions. For example: =IF(D2=”Enterprise”,”High”,”Standard”) to assign priority levels based on company size.
Step 5. Combine mapping with Contact List Sync for automatic list creation.
Use Coefficient’s Contact List Sync to simultaneously map Excel data to HubSpot properties AND create static lists based on mapped values. Map a “Product_Interest” column while creating separate lists for each product category.
Streamline imports with smart mapping automation
Start usingAdvanced field mapping eliminates repetitive manual work and reduces mapping errors that slow down your contact import process.automated mapping for faster, more reliable imports.
