)
Written by
Table of Contents
“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.”
HubSpot’s import process requires clean, properly formatted data but provides no preprocessing capabilities. Most users resort to manual CSV editing or complex external tools, creating bottlenecks in contact management workflows.
Here’s how to create an efficient preprocessing environment that fixes state formatting issues before upload.
Preprocess CSV files using Coefficient
CoefficientHubSpotHubSpotprovides an ideal preprocessing environment that combines powerful data transformation with seamless integration. Import CSV files, apply automated state formatting rules, then export clean data directly toor.
How to make it work
Step 1. Import CSV files through Coefficient.
Upload your contact CSV files directly into Coefficient or connect to cloud storage locations where CSV files are stored. This eliminates manual file downloading and provides immediate access to contact data for preprocessing.
Step 2. Apply automated state formatting rules.
Create lookup tables with comprehensive state variations and use VLOOKUP formulas to standardize abbreviations. Handle common issues like “California” → “CA”, “N.Y.” → “NY”, and case sensitivity problems automatically.
Step 3. Perform comprehensive data cleaning.
Beyond state formatting, clean phone numbers using formatting functions, validate email addresses with regex patterns, and normalize name capitalization using PROPER functions. This comprehensive approach prevents multiple types of import errors.
Step 4. Set up custom validation rules.
Define specific formatting requirements that match your HubSpot instance’s validation rules. Use conditional formatting to highlight problematic records and data validation to prevent incorrect entries from passing through the preprocessing workflow.
Step 5. Create reusable preprocessing templates.
Save your cleaning workflows as templates for recurring CSV imports. Configure partner-specific rules based on data source characteristics, and set up automated scheduling for regular preprocessing of weekly or monthly contact uploads.
Streamline your contact workflow
Start preprocessingThis preprocessing approach ensures your contact CSV files are perfectly formatted for HubSpot import, eliminating validation errors and creating a smooth contact management workflow. Transform manual CSV editing into automated, reliable preprocessing.your contact files efficiently with Coefficient.
