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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.”
Associating bulk transaction records to companies requires precise matching on company identifiers, but HubSpot’s native import tools often fail when company records don’t exist or have mismatched identifiers.
Here’s how to validate company matches and create reliable associations before your data reaches HubSpot.
Pre-validate company associations using Coefficient
Coefficient lets you verify company matches in your spreadsheet before pushing to HubSpot or HubSpot . This approach catches association errors early and gives you flexible matching options beyond what HubSpot’s native tools provide.
How to make it work
Step 1. Import both transaction data and existing HubSpot company data.
Use Coefficient to pull your transaction data and your current HubSpot company list into separate tabs. This gives you a complete view of what company records already exist and their associated identifiers (domain, company ID, name).
Step 2. Create lookup formulas to match transactions with companies.
Add a column that uses =VLOOKUP(B2,Companies!A:B,2,FALSE) to match your transaction company identifiers with HubSpot company IDs. This formula populates the correct HubSpot company ID for each transaction based on domain or company name matching.
Step 3. Handle unmatched records before import.
Use conditional formatting to highlight transactions that don’t match existing companies. You can either create new company records for these or flag them for manual review. This prevents failed associations during the HubSpot import process.
Step 4. Push transactions with validated company associations.
Export your transaction data using Coefficient, mapping your lookup column to HubSpot’s company association field. Since you’ve pre-validated all matches, the associations will create successfully without errors.
Make bulk associations work reliably
Pre-validation eliminates the guesswork and failed imports that come with bulk association uploads. Start building reliable company associations for your transaction data.
