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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.”
When your ERP lacks API access, you’re stuck using Power Automate with Excel as a middleman to get data into HubSpot. This creates a complex workflow chain that’s prone to failures and difficult to troubleshoot.
Here’s a simpler architecture that reduces complexity while providing more robust HubSpot integration capabilities than Power Automate workflows.
Simplify your ERP to HubSpot data pipeline with Coefficient
Instead of the complex ERP → Excel → Power Automate → HubSpot chain, Coefficient offers a streamlined approach: ERP → Database/File Export → HubSpot . This eliminates Power Automate’s execution time constraints and provides better error handling for large datasets.
How to make it work
Step 1. Set up your ERP data export to an accessible location.
Configure your ERP to export data to a database or cloud storage location that Coefficient can access. This could be a SQL database, CSV files in Google Drive, or Dropbox. The key is creating a consistent export location that updates on your business schedule.
Step 2. Configure Coefficient to import from your data source.
Connect Coefficient to your database or cloud storage location and set up scheduled imports. If your ERP uses SQL, Coefficient can connect directly to it. For file-based exports, set up imports from your cloud storage with automatic refresh schedules that match your ERP export timing.
Step 3. Apply data transformations using spreadsheet formulas.
Use familiar spreadsheet functions to clean and transform your data before sending it to HubSpot. This eliminates the need for complex Power Query transformations and makes your data logic visible and editable by your team.
Step 4. Set up automated HubSpot exports with comprehensive error handling.
Configure scheduled exports to HubSpot with field mapping and set up email or Slack alerts for import/export success or failure. Coefficient handles complex HubSpot object relationships and provides detailed error logs that pinpoint exactly which records failed and why.
Reduce complexity while improving reliability
This approach maintains full automation while potentially reducing the number of tools in your data pipeline and improving overall reliability compared to Power Automate workflows. Try Coefficient to simplify your ERP to HubSpot integration.
