Rollback options after incorrect bulk updates are limited in HubSpot because the platform offers no built-in bulk rollback functionality. You need comprehensive restoration strategies that can selectively revert specific records while preserving correct changes.
Here’s how to implement complete rollback capabilities that go far beyond HubSpot’s native options, including selective restoration for complex scenarios.
Implement comprehensive rollback capabilities using Coefficient
Coefficient provides multiple rollback solutions that exceed HubSpot’s native options. You can restore original values through snapshots, formula-based restoration, or selective rollbacks that target only problematic records.
How to make it work
Step 1. Create snapshots before any bulk updates.
Use Coefficient’s snapshot feature to capture complete deal data before making changes. This creates a recoverable backup that enables full restoration of original values with complete audit trail documentation.
Step 2. Set up formula-based restoration using preserved data.
Since Coefficient maintains your original data and formulas, create rollback columns that reference pre-update values. Useto prepare selective restoration data.
Step 3. Identify which specific records need rollback.
Build validation formulas to pinpoint incorrect updates:. This allows you to target only problematic records while preserving successful changes.
Step 4. Execute selective rollback exports.
Filter to show only records that need restoration and use Coefficient’s UPDATE export to push original values back to HubSpot . This surgical approach avoids the all-or-nothing limitations of manual restoration methods.
Step 5. Validate rollback success with fresh imports.
Import updated deal data after rollback completion and verify restoration using comparison formulas. Useto confirm successful rollbacks.
Step 6. Document the complete rollback process.
Maintain timestamps and reasons for rollbacks in your spreadsheet. This provides audit documentation showing what was rolled back, when, and why, which HubSpot’s property history alone cannot provide.
Protect your data with bulletproof rollback
This comprehensive approach provides data protection and restoration capabilities that HubSpot’s native tools simply cannot offer, ensuring you can recover from any bulk update mistakes. Secure your updates with Coefficient’s advanced rollback capabilities.