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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.”
Mass replacing property values requires matching your spreadsheet data against existing records, but HubSpot’s native import only works with exact Record IDs. You need flexible field-based matching using business identifiers like email addresses or company names.
This guide shows you how to replace property values in bulk using any unique field as your matching criteria, plus validation steps to ensure accuracy.
Replace property values with flexible field matching using Coefficient
Coefficient enables sophisticated matching logic between your spreadsheet and HubSpot records. You can use email addresses, company names, deal names, or any unique identifier instead of hunting down Record IDs.
How to make it work
Step 1. Import records using your preferred unique identifier.
Pull HubSpot data with your chosen matching field (email, company name, etc.) as the primary identifier. Use Coefficient’s dynamic filtering to focus on specific record subsets if needed.
Step 2. Create matching formulas for your correction data.
Use INDEX/MATCH or VLOOKUP formulas to map correction values from your external spreadsheet. For example:to find replacement values based on your unique field.
Step 3. Build validation columns before updating.
Create formulas to verify matches and identify potential issues. Useto spot records that won’t update properly.
Step 4. Prepare multi-field updates with full visibility.
Unlike HubSpot’s basic import, you can prepare all property changes in your spreadsheet and see exactly what will be modified before pushing updates. Create separate columns for each property you’re updating.
Step 5. Execute UPDATE exports in batches.
Use Coefficient’s UPDATE export to replace property values. Process updates in logical chunks if you’re handling large datasets to maintain performance and control.
Step 6. Refresh data to verify changes.
Import fresh data to confirm all property replacements were applied correctly. Your matching logic and formulas remain intact for easy re-runs if additional corrections are needed.
Transform your property update process
This method preserves your matching logic and provides complete visibility into what’s being changed, making it easy to repeat the process for future corrections. Get started with Coefficient to replace property values using the identifiers that work for your team.
