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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.”
You can map Xero invoice custom fields to HubSpot project custom properties using automated field transformation and data validation that maintains consistency between both systems without manual intervention.
This automated mapping preserves custom field relationships that drive project-specific reporting and analysis while eliminating data inconsistency and maintenance overhead.
Automate custom field mapping using Coefficient
HubSpot lacks native Xero integration, and manual field mapping creates data inconsistency for project-based businesses. Coefficient provides automated field mapping and data transformation that maintains custom field relationships between Xero invoices and HubSpot or HubSpot project properties.
How to make it work
Step 1. Import custom field data with complete coverage.
Set up Xero imports that include all custom fields from your invoices, ensuring field names and values are captured accurately with scheduled refresh. This creates the foundation for automated mapping.
Step 2. Import HubSpot project data for mapping foundation.
Create parallel imports of HubSpot projects with existing custom properties, enabling automatic data mapping since data originates from your imports rather than external sources.
Step 3. Create field transformation logic for format compatibility.
Use spreadsheet formulas to transform Xero custom field values to match HubSpot property formats. Convert date formats with =TEXT(A2,”MM/DD/YYYY”), map dropdown values using =VLOOKUP(A2,MappingTable,2,FALSE), and handle multi-select fields with text formatting.
Step 4. Set up dynamic mapping with reference cells.
Use dynamic filtering that references mapping rules stored in spreadsheet cells, allowing easy updates to field relationships without rebuilding formulas. This makes mapping maintenance simple and flexible.
Step 5. Configure validation rules for data quality.
Build formulas that validate custom field data before export, ensuring data quality and preventing HubSpot property errors. For example: =IF(ISDATE(A2),A2,”Invalid Date”) to catch date formatting issues.
Step 6. Implement scheduled exports with auto-fill.
Use automatic data mapping to UPDATE HubSpot project custom properties with transformed Xero custom field values on a scheduled basis. Leverage Formula Auto Fill Down to automatically process new custom fields as they’re added.
Step 7. Handle new fields and set up alerts.
Configure notifications when custom field mapping fails or when new unmapped fields are detected, ensuring your mapping stays current as both systems evolve.
Maintain seamless custom field synchronization
This automated approach maintains data consistency between systems while preserving custom field relationships that drive project reporting in both platforms. Start mapping your custom fields today.
