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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.”
HubSpot’s CSV import only validates required fields during the actual import, often resulting in failed imports and the need to fix data and re-upload. The platform doesn’t provide pre-import validation tools, making it difficult to identify required field issues beforehand.
Here’s how to validate and fix required field issues before attempting bulk updates.
Pre-validate required fields using Coefficient
Coefficient provides comprehensive pre-validation capabilities that let you identify and resolve required field issues within the spreadsheet environment before attempting to update HubSpot . You can create validation rules that prevent export until all required fields are properly populated, eliminating failed HubSpot imports.
How to make it work
Step 1. Import tasks to identify field requirements.
Pull tasks from HubSpot and examine which fields contain data to identify required field patterns. Coefficient shows you the current field structure, making it easy to understand what’s required for successful updates.
Step 2. Set up validation rules in the spreadsheet.
Use Google Sheets data validation rules to ensure required fields are populated before export. Apply conditional formatting to highlight missing required fields using formulas like =IF(ISBLANK(REQUIRED_FIELD),”Missing”,”Complete”) to visually identify issues across all records.
Step 3. Apply bulk fixes before export.
Create validation formulas to verify required field completion across all records before pushing updates. Apply bulk fixes like setting default values using =IF(ISBLANK(FIELD),”Default Value”,FIELD) to resolve required field issues systematically before attempting the export.
Never face failed imports again
Coefficient’s pre-validation approach eliminates the frustration of failed imports due to missing required fields. Start with validation that ensures successful bulk updates every time.
