)
Written by
Table of Contents
“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 native import process forces you to manually map fields for each import and struggles with complex product-to-line-item relationships when processing hundreds of transactions daily.
Here’s how to dramatically accelerate this process through automated mapping and bulk processing that reduces hours of work to just minutes.
Process hundreds of sales transactions automatically using Coefficient
Coefficient streamlines high-volume sales transaction processing through template-based workflows that retain field mappings and handle complex product relationships. When importing from previous Coefficient exports, HubSpot field mapping happens automatically, and you can process hundreds of line items in a single scheduled export to HubSpot .
How to make it work
Step 1. Create standardized spreadsheet templates with pre-configured product lookup formulas.
Set up VLOOKUP formulas that reference your product catalog: `=VLOOKUP(B2,ProductCatalog!A:B,2,FALSE)` to automatically convert SKUs to HubSpot Product IDs. Use Formula Auto Fill Down to apply these lookups to new sales rows as they’re added.
Step 2. Configure association management to link transactions with deals and contacts simultaneously.
Use Coefficient’s Association Management feature to connect sales transactions to existing deals and contacts in a single operation. This eliminates the need for separate import steps and maintains data relationships.
Step 3. Set up batch processing for hundreds of line items in single export operations.
Configure Scheduled Exports to process all your daily transactions at once. Use Row Expanded associations to display multiple line items per deal without data corruption, ensuring complex sales structures import correctly.
Step 4. Implement dynamic filtering for real-time product validation.
Reference product catalogs in separate sheets for real-time validation. Set up conditional formatting to highlight invalid SKUs before export, preventing data quality issues in HubSpot.
Scale your sales transaction processing
This automated workflow transforms transaction mapping from a manual, hours-long process into a reliable system that handles hundreds of records effortlessly. Get started with automated sales transaction processing today.
