)
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.”
B2B contact imports with company hierarchy present complex challenges that flat Excel templates simply can’t handle effectively. Managing relationships between contacts, companies, and parent/subsidiary structures requires specialized association management capabilities.
Here’s how to handle complex B2B hierarchies during contact imports without the limitations of static template formatting.
Import B2B contacts with company hierarchy using Coefficient
Coefficient’sassociation management and data mapping capabilities handle complex B2B relationships far more effectively than static Excel templates. The system manages multi-level associations between contacts, companies, and parent/subsidiary structures automatically.
HubSpotWhen importing 500 contacts across 50 companies with 10 parent organizations,integration through Coefficient handles all relationship mapping automatically, whereas traditional templates require complex manual association column formatting that’s highly error-prone.
How to make it work
Step 1. Import existing company hierarchy to understand relationship structure.
Pull your current company data including parent-subsidiary relationships to see how your CRM structures hierarchical associations. This reveals the exact relationship mapping format you need to follow.
Step 2. Build contact data with proper company references.
Structure your contact information using Coefficient’s association format, which handles company references more effectively than flat template columns. Include parent company information where applicable for proper hierarchy mapping.
Step 3. Set up hierarchical exports with association management.
Configure export actions that handle contact-to-company, company-to-parent company, and other hierarchical relationships automatically. Choose the appropriate association format (Primary, Comma Separated, or Row Expanded) based on your hierarchy complexity.
Step 4. Use bulk association management for complex relationships.
For contacts with multiple roles across different companies in the hierarchy, use Coefficient’s Association Management feature to add or remove multiple contact-company relationships efficiently without manual formatting.
Step 5. Validate all relationships before final import.
Test your hierarchy structure with a small batch to ensure all contact-company and parent-subsidiary relationships are properly linked. Coefficient’s validation catches relationship errors that would break hierarchy structures.
Master complex B2B hierarchy imports
Start importingSpecialized association management eliminates the complexity of manual hierarchy formatting while ensuring accurate B2B relationship representation in your CRM.complex B2B hierarchies with confidence.
