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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.”
Native CRM tools typically require manual editing or complete data replacement when updating line items in bulk. You can’t make selective changes to existing records without losing historical data or creating duplicates.
Here’s how to update specific deal line items from Excel changes while preserving data integrity and relationships.
Surgical line item updates with change tracking using Coefficient
CoefficientHubSpotprovides sophisticated UPDATE capabilities that address major limitations in native CRM tools. You can modify existingline items without creating duplicates, with change tracking that identifies which Excel rows need updates.
How to make it work
Step 1. Import existing deal line items from CRM into Excel for baseline data.
HubSpotPull current line item data frominto Excel to establish a baseline. This ensures you’re updating the right records and maintains proper relationships between deals and line items.
Step 2. Configure UPDATE export actions to modify existing records without duplicates.
Set up UPDATE actions instead of INSERT to modify existing line items. Coefficient identifies which records to update based on unique identifiers, preventing duplicate line items from being created.
Step 3. Enable selective field updates to preserve other line item data.
Update only specific fields like price, quantity, or description while preserving other line item information. This surgical approach maintains historical data and prevents accidental overwrites.
Step 4. Implement change detection with scheduled or manual refresh triggers.
Use Coefficient’s change tracking to automatically detect Excel modifications and update corresponding CRM records. Configure scheduled updates or manual triggers to control when changes push to your CRM.
Make precise updates without data integrity risks
Streamline your updatesThis approach enables surgical updates of specific line items while maintaining data relationships – essential for complex product configurations where pricing or specifications change frequently. Ready to update line items efficiently?with Coefficient.
