Validating bulk property changes requires detailed verification beyond HubSpot’s basic success/failure counts. You need record-level confirmation that each intended change was applied correctly, plus the ability to identify and fix any discrepancies.
Here’s how to implement comprehensive validation that ensures every property update succeeded and provides audit documentation for compliance purposes.
Implement multi-layer validation for bulk property updates using Coefficient
Coefficient provides superior validation capabilities compared to HubSpot’s native import validation. You get real-time feedback during updates plus detailed post-update verification with record-level accuracy confirmation.
How to make it work
Step 1. Set up pre-export validation formulas.
Before updating, verify your correction data matches expected records. Useto identify potential issues like missing records or duplicate identifiers.
Step 2. Monitor export status during the update process.
Coefficient provides real-time feedback showing exactly which records updated successfully and flags failures with specific error messages. This gives you immediate visibility into any problems during the export process.
Step 3. Create post-update verification imports.
Import fresh data after your updates complete and build comparison formulas to verify each property matches your intended correction values. Usefor clear validation results.
Step 4. Build exception reporting for failed updates.
Create formulas to count and identify any validation failures:gives you a quick count, while filtering on mismatches shows exactly which records need attention.
Step 5. Set up delta analysis for comprehensive verification.
Compare pre-update snapshots with post-update data to see exact changes. Useto verify only intended changes occurred.
Step 6. Document validation results for audit purposes.
Maintain your validation logic in spreadsheet formulas for easy re-runs and compliance documentation. This provides detailed, record-level verification that can be shared with stakeholders or saved for audit trails.
Ensure every update succeeds
This comprehensive validation approach maintains your verification logic in reusable formulas while providing audit documentation that HubSpot’s native tools simply cannot match. Start validating your bulk updates with confidence using Coefficient’s advanced verification capabilities.