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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.”
Setting up HubSpot custom properties for ERP transaction metadata requires careful planning of field types, naming conventions, and data validation to ensure your transaction data imports cleanly and remains useful for reporting.
Here’s how to structure your custom properties and validate metadata quality before it reaches HubSpot.
Plan and validate custom properties using Coefficient
Coefficient streamlines custom property management by letting you validate metadata formats in your spreadsheet before pushing to HubSpot or HubSpot . This prevents data quality issues and maintains consistent field mapping for future imports.
How to make it work
Step 1. Analyze your ERP transaction fields and create corresponding HubSpot properties.
Review your ERP data to identify valuable metadata fields. Create custom properties in HubSpot with appropriate field types: Transaction ID (Single-line text), Transaction Amount (Number), Transaction Date (Date picker), Payment Method (Dropdown), and ERP System ID (Single-line text).
Step 2. Import ERP data and validate metadata formats.
Use Coefficient to pull your ERP data into your spreadsheet. Add validation formulas to check data quality before export. For example, use =IF(LEN(A2)>50,”ID Too Long”,”Valid”) to validate transaction ID lengths or =IF(ISNUMBER(B2),”Valid”,”Invalid Amount”) for numeric fields.
Step 3. Create a consistent field mapping template.
Build a mapping spreadsheet that documents ERP field names, sample data, transformation formulas, and corresponding HubSpot property names. This template ensures consistent mapping across future imports and makes it easy to onboard new team members.
Step 4. Set up scheduled imports with automatic field mapping.
Use Coefficient’s scheduled export feature to automatically push validated metadata to your HubSpot custom properties. Since Coefficient maintains field mapping from previous imports, your metadata will consistently flow to the correct properties without manual re-mapping.
Keep your transaction metadata clean and consistent
Proper custom property setup and validation prevents the data quality issues that make transaction metadata useless for reporting and analysis. Start building reliable transaction metadata workflows.
