Match and update existing tasks by task ID during CSV import process

using Coefficient excel Add-in (500k+ users)

Ensure 100% accurate task ID matching for HubSpot bulk updates. Get automatic ID preservation and validation to prevent duplicates and failed imports.

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HubSpot’s CSV import for task ID matching is rigid and error-prone, requiring exact formatting with limited error feedback. Failed matches result in rejected imports or unintended duplicate creation without clear guidance on what went wrong.

Here’s how to guarantee accurate task ID matching for bulk updates every time.

Ensure perfect task ID matching using Coefficient

Coefficient provides superior task ID matching by automatically preserving and properly formatting Task IDs when importing from HubSpot . The system hyperlinks Task IDs by default and guarantees valid formatting for the UPDATE export action, ensuring 100% accurate matching without duplicate creation or failed HubSpot imports.

How to make it work

Step 1. Import tasks with automatic ID preservation.

Pull tasks from HubSpot and Coefficient automatically includes Task IDs that are properly formatted and hyperlinked. This ensures accurate matching and allows you to verify record matches before making updates.

Step 2. Modify task data while preserving IDs.

Update task information in your spreadsheet while Task IDs remain intact and properly formatted. Use Coefficient’s filtering capabilities to focus on specific Task ID ranges or patterns, making it easier to manage large-scale updates across different task segments.

Step 3. Export with guaranteed ID matching.

Push updates using the UPDATE action with automatic data mapping that eliminates Task ID matching errors. Since data originates from Coefficient’s HubSpot import, Task IDs are guaranteed to be valid and properly formatted for accurate record matching.

Never worry about ID matching again

Coefficient’s automatic data mapping eliminates the guesswork and errors that cause failed task updates. Start with reliable task ID matching that works every time.

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