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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.”
Import2 validation errors for missing required fields occur because it lacks field requirement visibility and validation preview capabilities, causing errors to surface late in the import process.
Here’s how to identify required fields upfront and prevent validation errors before they block your imports.
Prevent required field validation errors using Coefficient
CoefficientHubSpotprevents validation errors by showing you exactly whichfields are required during the mapping process, with clear visibility of what’s populated and what’s missing before you attempt any import.
Instead of discovering field requirements through failed imports, you get proactive field management that catches issues during setup rather than execution.
How to make it work
Step 1. Review field mapping with required field visibility.
During the import setup process, Coefficient highlights required HubSpot properties that must be populated. You’ll see which fields are mandatory versus optional before mapping your Excel columns.
Step 2. Identify missing required fields and prepare solutions.
For required fields not present in your Excel data, decide whether to add them to your Excel file, set default values in Coefficient, or use Excel formulas to generate the required values dynamically.
Step 3. Set default values for required fields during mapping.
Use Coefficient’s default value assignment feature to populate required fields that aren’t in your Excel data. For example, set default Lifecycle Stage values or assign default Contact Owners for all imported records.
Step 4. Validate field compliance before executing the import.
Preview your complete field mapping to confirm all required fields are populated either from Excel data or default values. This validation step prevents the import failures that plague Import2 users.
Catch field requirements before they cause import failures
Try CoefficientRequired field validation shouldn’t be a surprise that blocks your imports. With proper field requirement visibility and proactive validation, you can address missing fields during setup rather than troubleshooting failed imports.to eliminate validation error surprises.
