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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.”
HubSpot’s documentation on required fields for task-to-contact association during import is often unclear, leading to failed imports and missing associations that only surface after upload.
Here’s exactly what fields you need and how to ensure successful task imports with proper contact associations every time.
Streamline field requirements with pre-validated imports using Coefficient
CoefficientHubSpoteliminates the guesswork by providing clear field requirements and real-time validation before you attempt the import. Instead of discovering field issues after a failedCSV upload, you get immediate feedback on what’s needed.
How to make it work
Step 1. Set up required task fields with proper formatting.
HubSpotCreate columns for the essential task fields: Task Subject (hs_task_subject), Task Type (hs_task_type), and Task Status (hs_task_status). Useimport to see valid values for Type and Status fields, ensuring your data matches exactly.
Step 2. Prepare contact association data with validation.
Import your existing contacts through Coefficient to get verified Contact IDs or emails. Use these as your reference for the contact association field. VLOOKUP or INDEX/MATCH functions can help validate that every contact reference in your task data actually exists in HubSpot.
Step 3. Use Coefficient’s automatic field mapping.
When you set up the export, Coefficient suggests the correct HubSpot field names and validates your data format. The interface shows exactly which fields are required and flags any formatting issues before you commit to the export.
Step 4. Test with a small batch first.
Run a test export with 5-10 tasks to validate your field mapping and association logic. Coefficient’s preview feature lets you see exactly what will be created in HubSpot, including which contacts will be associated with each task.
Step 5. Scale to full import with confidence.
Once your test batch succeeds, scale up to your full dataset. The same field mapping and validation rules apply, eliminating the trial-and-error common with HubSpot’s native CSV import process.
Eliminate field requirement guesswork
Start with CoefficientThis approach provides clear field requirements and validation upfront, preventing the failed imports and missing associations that waste time with traditional CSV uploads.to ensure your task imports work correctly the first time.
