How to match companies by domain instead of company ID when updating HubSpot properties from spreadsheets

HubSpotYou can bulk updatecompany properties from Google Sheets without overwriting existing data by using selective property updates that only modify the fields you specify.

This guide shows you how to set up automated updates that preserve your valuable existing data while keeping your company records current.

CoefficientUpdate only specific properties using

Unlike HubSpot’s native import tool which can overwrite all company properties, Coefficient’s UPDATE action lets you choose exactly which properties to modify. This means your unmapped properties stay untouched, preventing accidental data loss during bulk updates.

How to make it work

Step 1. Set up your Google Sheets with only the properties you want to update.

Create columns for the specific HubSpot company properties you need to modify, like “Annual Revenue” and “Industry.” Include a column with company domains or IDs for matching existing records.

Step 2. Configure Coefficient’s UPDATE action with selective field mapping.

In Coefficient’s export settings, map only your Google Sheets columns to their corresponding HubSpot properties. Any company properties not mapped will remain unchanged in HubSpot.

Step 3. Add conditional export logic to control which rows get updated.

Create a “Status” column in your sheet and use Coefficient’s conditional exports to only update companies where the status equals “Updated.” This prevents unnecessary changes to unchanged records.

Step 4. Schedule automatic updates to keep data synchronized.

Set up scheduled exports to run daily, weekly, or hourly based on your needs. Coefficient will automatically push changes from Google Sheets to HubSpot without manual intervention.

Keep your HubSpot data accurate and protected

Start protecting your HubSpot dataThis selective update approach gives you complete control over which company properties get modified while preserving all your existing data.with automated, selective updates today.

HubSpotYes, you can map custom Google Sheets columns tocompany properties even when the field names don’t match. This flexibility is essential when your spreadsheet headers differ from HubSpot’s internal property names.

Here’s how to connect any Google Sheets column to any HubSpot company property, regardless of naming conventions.

CoefficientMap any column to any property using

Coefficient provides manual field mapping that lets you connect spreadsheet columns with completely different names to their corresponding HubSpot properties. For example, you can map “Rev_2024” to HubSpot’s “Annual Revenue” or “Co_Industry” to “Industry.”

How to make it work

Step 1. Prepare your Google Sheets with your custom column headers.

Use whatever column names make sense for your workflow. You don’t need to match HubSpot’s exact property names since you’ll map them manually in the next step.

Step 2. Set up manual field mapping in Coefficient’s export configuration.

In the mapping interface, you’ll see your Google Sheets column headers on one side and available HubSpot company properties on the other. Connect each column to its corresponding HubSpot property by selecting from the dropdown menus.

Step 3. Map to both standard and custom HubSpot properties.

Connect your columns to standard properties like Company Name, Domain, and Industry, or to custom properties you’ve created in HubSpot like custom dropdowns, text fields, or number fields.

Step 4. Validate your mappings before export.

Coefficient automatically validates field mappings and handles data type conversions. Text columns map to text properties, numbers to number properties, and formatted dates to date properties.

Connect your data without naming restrictions

Set up your custom field mappingsThis flexible mapping approach means you can use any column naming convention in your spreadsheets while still connecting seamlessly to HubSpot.and start syncing data with complete naming freedom.

HubSpotYou can prevent duplicate company records when importing from Excel toby using UPDATE actions that match existing companies based on unique identifiers like domain names or company IDs.

This approach updates existing company properties instead of creating duplicate records, maintaining clean data while enabling bulk updates.

CoefficientUse UPDATE actions to prevent duplicates with

Coefficient’s UPDATE action methodology matches existing HubSpot companies using unique identifiers and updates their properties rather than creating duplicates. This is more reliable than HubSpot’s native import which can create duplicates if matching criteria aren’t perfect.

How to make it work

Step 1. Choose your matching criteria in your Excel data.

Include a column with reliable unique identifiers like company domains (most reliable for B2B companies), HubSpot Company IDs, or other unique properties specific to your business.

Step 2. Configure Coefficient to use UPDATE instead of INSERT actions.

In your export settings, select UPDATE action and specify which field to use for matching. Company domain is typically the most practical choice since it’s business-readable and commonly available in external systems.

Step 3. Set up pre-import validation to identify potential conflicts.

Before pushing Excel data to HubSpot, Coefficient validates records against existing HubSpot data to identify potential duplicates and conflicts, showing detailed error reporting for any issues.

Step 4. Implement conditional logic for complex duplicate handling.

Use conditional exports to create custom rules, like only updating companies where your Excel “Last Updated” date is newer than HubSpot’s “Last Modified Date.”

Keep your HubSpot data clean and accurate

Start preventing duplicatesThis UPDATE-based approach ensures data integrity while maximizing the efficiency of bulk operations from Excel sources.and maintain clean company data in your HubSpot CRM.

HubSpotWhen you updatecompany properties from Google Sheets, HubSpot’s native property history tracking is fully preserved, providing complete audit trails for all automated data changes.

This means you maintain compliance and audit requirements while gaining the benefits of automated spreadsheet-driven updates.

CoefficientProperty history stays intact withupdates

Every update made through Coefficient’s scheduled exports appears in HubSpot’s property history with timestamps, showing the previous value, new value, and update source. This maintains full traceability for automated bulk operations.

How to make it work

Step 1. Set up your Google Sheets updates with Coefficient.

Configure your scheduled exports to push changes from Google Sheets to HubSpot company properties. Each update will automatically be recorded in HubSpot’s property history.

Step 2. Review property history in HubSpot to see automated changes.

In any company record, view the property history to see both manual changes made by sales reps and automated updates from your spreadsheet workflow. Updates are attributed to the connected user account with API source notation.

Step 3. Use conditional exports to minimize unnecessary history entries.

Set up conditional logic to only push changes when Google Sheets values actually differ from current HubSpot values. This reduces noise in property history while maintaining accurate records.

Step 4. Leverage history for workflow triggers and compliance.

HubSpot workflows that trigger on company property changes continue to function normally with Coefficient updates, and all historical data remains accessible for compliance and audit requirements.

Maintain complete audit trails with automated updates

Start tracking your automated updatesYour HubSpot data synchronization maintains full traceability while providing automation benefits.with complete property history preservation.

HubSpotYou can sync only changed rows from Google Sheets tocompany properties using conditional export logic that identifies modified data and skips unchanged records.

This selective sync approach optimizes performance, reduces API calls, and minimizes unnecessary updates to your HubSpot data.

CoefficientUse conditional exports to sync only changes with

Coefficient’s conditional export functionality provides precise control for processing only rows that meet specific criteria. You can sync only companies where a “Status” column equals “Updated” or where a timestamp indicates recent changes.

How to make it work

Step 1. Add a “Sync Status” column to identify changed rows.

Create a column in your Google Sheets to flag rows that need syncing. Use values like “Ready to Sync” or “Updated” to mark companies that have changes requiring updates in HubSpot.

Step 2. Set up conditional export logic in Coefficient.

Configure your export to only process rows where the Status column equals “Ready to Sync.” Coefficient supports complex conditional logic with AND/OR operators for sophisticated change detection rules.

Step 3. Implement timestamp-based change detection.

Add a “Last Updated” timestamp column and use formulas to compare current values with previously synced data. Set up Coefficient to only sync companies modified after a specific date stored in a reference cell.

Step 4. Create an automated flag reset workflow.

After successful syncing, use a second conditional export or manual process to reset your sync flags, preventing duplicate updates on the next scheduled run.

Optimize your HubSpot sync performance

Start syncing only your changesThis selective sync methodology significantly reduces API call volume, processing time, and the risk of rate limiting while maintaining data freshness.for more efficient HubSpot data management.

HubSpotYes, you can updatemulti-select dropdown properties from comma-separated values in Excel, though proper data formatting is essential for successful property mapping.

This guide shows you how to format your Excel data correctly and handle validation to ensure your multi-select properties update accurately.

CoefficientFormat comma-separated values for multi-select properties using

Coefficient recognizes HubSpot’s multi-select dropdown properties and can process comma-separated values from Excel columns. For example, an Excel cell containing “Technology, Healthcare, Finance” can update a HubSpot “Industries” multi-select property.

How to make it work

Step 1. Format your Excel data with exact HubSpot option names.

Use the exact spelling and capitalization as configured in HubSpot’s multi-select dropdown. Separate multiple values with commas and avoid extra spaces unless they’re part of the actual HubSpot option name.

Step 2. Export current multi-select options from HubSpot for reference.

Before importing, pull your existing HubSpot multi-select options to ensure exact matching. Create lookup tables in Excel to standardize values and prevent typos that could cause import failures.

Step 3. Set up Coefficient’s multi-select property mapping.

In your export configuration, map your comma-separated Excel column to the corresponding HubSpot multi-select property. Coefficient will validate that your values match the available dropdown options.

Step 4. Test with a small dataset before full import.

Run a test export with a few records to verify your formatting works correctly. Coefficient provides detailed error reporting showing which records failed and why, allowing you to correct Excel data before processing larger datasets.

Ensure accurate multi-select property updates

Start updating your multi-select propertiesThis approach enables reliable automated data import for complex HubSpot company properties while maintaining data accuracy through validation.with properly formatted Excel data today.

HubSpotYou can match companies by domain instead of company ID when updatingproperties from spreadsheets, making your data updates more practical since domains are business-readable identifiers that most systems already store.

This approach eliminates the need to export HubSpot data just to get Company IDs for matching purposes.

CoefficientConfigure domain-based matching with

HubSpotCoefficient supports flexible matching criteria for updatingcompany properties, including domain-based matching which is often more practical than Company ID matching for spreadsheet workflows.

How to make it work

Step 1. Prepare your spreadsheet with company domain data.

Include a column with company domains like “acmecorp.com” rather than HubSpot’s internal Company IDs. Your spreadsheet can contain domains in various formats – full domains, root domains, or subdomains.

Step 2. Configure Coefficient’s UPDATE action to use domain matching.

In your export settings, select the company domain field as the primary identifier. Coefficient will search HubSpot for existing companies with matching domain values before updating their properties.

Step 3. Set up domain format standardization rules.

Configure matching rules to handle different domain formats consistently. Coefficient can accommodate “www.company.com,” “company.com,” and “subdomain.company.com” variations through standardized comparison logic.

Step 4. Handle unmatched domains with error reporting.

Coefficient validates domain formats and provides detailed reporting on unmatched domains, helping you identify data quality issues. Configure whether to skip unmatched rows or create new companies based on your workflow needs.

Streamline updates with business-friendly identifiers

Start matching by domainThis domain-based approach streamlines bulk update operations by using natural business identifiers rather than system-generated IDs.for more intuitive HubSpot data synchronization.