)
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.”
Manual Excel file imports to HubSpot custom objects are time-consuming and prone to errors. You need a way to automatically import your Excel data to custom objects on a reliable schedule without constant manual intervention.
Here’s how to set up comprehensive automation that handles custom objects, associations, and bulk operations with full scheduling control.
Automate Excel imports to HubSpot custom objects using Coefficient
Coefficient excels at scheduling automatic imports to HubSpot custom objects, providing robust automation that surpasses manual Excel file imports. The system fully supports all HubSpot custom objects, automatically detecting them once connected to your HubSpot instance, including custom properties and associations with standard objects.
How to make it work
Step 1. Prepare your data and establish the connection.
Store your Excel data in Google Sheets or cloud storage where Coefficient can access it. Install Coefficient and connect it to your HubSpot account. The system will automatically detect all your custom objects and their properties, making them available for import configuration.
Step 2. Configure your custom object import settings.
Select your target custom object from Coefficient’s HubSpot connection menu. Map your spreadsheet columns to the custom object properties, and configure unique identifier fields for UPDATE operations. This ensures existing records are updated rather than creating duplicates.
Step 3. Set up your automated scheduling with multiple options.
Choose from hourly, daily, weekly, or monthly schedules based on your data update frequency. You can set up multiple schedules for different custom objects and configure timezone-aware scheduling for global operations. For example, import product inventory daily at 6 AM and export to your “Product Inventory” custom object at 6:30 AM.
Step 4. Configure association management and monitoring.
Set up automatic linking between your custom objects and standard HubSpot objects like contacts, companies, or deals. Enable Slack or email notifications on completion with record counts, and configure duplicate prevention using unique identifiers to maintain data integrity.
Transform manual imports into reliable automation
This solution eliminates human error in repetitive tasks while handling complex data relationships automatically and providing a complete audit trail of all import activities. Get started with Coefficient to automate your HubSpot custom object imports.
