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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.”
Data formatting gets stripped or corrupted during traditional CSV imports, turning properly formatted phone numbers into strings of digits and dropping leading zeros from ZIP codes. This forces you to manually fix formatting after import or accept messy-looking customer data.
You can preserve original formatting by using direct API connections that maintain data type integrity throughout the import process without CSV conversion issues.
Maintain formatting integrity with direct API connections using Coefficient
CoefficientHubSpotprovides superior formatting preservation compared to CSV-based import methods by using direct API communication with. Phone numbers maintain their formatting with parentheses, dashes, and spacing, while ZIP codes keep leading zeros and currency values preserve decimal precision.
The system ensures Excel column data types match HubSpot property types during export setup, preventing the conversion errors that commonly occur with CSV imports. Date fields maintain proper formatting without Excel’s automatic date conversion issues.
How to make it work
Step 1. Format your Excel data with proper data types.
Structure your customer data with appropriate formatting in Excel: phone numbers as (555) 123-4567, dates as YYYY-MM-DD, ZIP codes as text to preserve leading zeros, and currency with proper decimal places.
Step 2. Create field type mapping during export setup.
Use Coefficient’s export wizard to ensure Excel column data types match corresponding HubSpot property types. Map phone number columns to HubSpot phone properties, date columns to date properties, and text fields to text properties.
Step 3. Apply validation rules to verify formatting.
Use Coefficient’s filtering capabilities to check formatting before export. Create filters to identify improperly formatted phone numbers, invalid dates, or missing leading zeros in postal codes.
Step 4. Test formatting preservation with a small batch.
Process 10-20 customer records first to confirm that phone numbers, dates, ZIP codes, and custom field values all appear correctly in HubSpot with original formatting intact.
Step 5. Set up standardized Excel templates.
Create formatting templates with proper data types and validation rules to maintain consistent formatting standards for future customer data additions.
Step 6. Schedule regular exports to maintain consistency.
Use scheduled exports to automatically apply the same formatting preservation to new customer data as you update your Excel database over time.
Keep your customer data looking professional
Preserve your dataDirect API connections eliminate formatting loss and conversion errors that plague CSV imports. Your customer data appears correctly in HubSpot from the start, without post-import cleanup work or messy-looking contact records.formatting automatically.
