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Basic CRM sync tools export raw UserID numbers like “12345” instead of actual deal owner names, leaving you with meaningless data that requires complex lookup formulas to make readable.
Here’s how to import actual deal owner names directly from your CRM without needing conversion formulas or manual lookups.
Import deal owner names directly instead of UserID numbers using Coefficient
CoefficientHubSpoteliminates UserID display issues through advanced field selection when importingdeals. Instead of exporting raw UserID numbers, you can access and import actual user name fields directly during the import process.
When importing deal data, Coefficient provides access to owner name fields rather than just numeric IDs. You select “Deal Owner Name” or “Assigned User Name” fields instead of “Deal Owner ID” fields, providing human-readable names without requiring lookup formulas.
How to make it work
Step 1. Create HubSpot deals import in Coefficient.
Connect to your HubSpot account and select “Deals” as your import object. During field selection, look for owner/user name fields instead of ID fields. Choose “Deal Owner Name” rather than “Deal Owner ID” to get readable names.
Step 2. Configure additional user-related fields with proper names.
Select other user fields you need like “Deal Creator Name,” “Last Modified By Name,” or custom user assignment fields. Coefficient’s field selection gives you access to the actual name versions of these fields.
Step 3. Use Data Mapping to ensure proper field alignment.
Configure Data Mapping to ensure user name fields align correctly with your spreadsheet columns. This eliminates confusion between different user-related fields and ensures consistent naming across your deal tracking.
Step 4. Set up scheduled refreshes to maintain current assignments.
Configure automatic refreshes to keep user assignments current. When deals get reassigned or ownership changes, your spreadsheet automatically reflects the updated user names without showing temporary ID numbers.
Get readable deal owner data from the start
Import deal dataThis approach provides much more reliable user data than basic sync tools that often lack access to detailed user profile information.with actual owner names instead of meaningless ID numbers.
