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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.”
After a failed HubSpot import, batch updating task associations is challenging because the platform lacks native bulk association tools, forcing you into time-consuming manual assignment or complex workarounds.
Here’s how to efficiently fix association failures in bulk, transforming what could be hours of manual work into an automated process.
Fix failed associations with bulk updates using Coefficient
Coefficientexcels at batch association updates, providing the most efficient solution for fixing failed import associations. You can identify, map, and update hundreds or thousands of task associations simultaneously with sophisticated matching logic.
How to make it work
Step 1. Import and analyze tasks from the failed import period.
HubSpotUse Coefficient to pull all tasks created during your failed import timeframe from. Apply date filters to focus on the specific import batch and identify which tasks lack contact associations. This gives you a complete picture of what needs fixing.
Step 2. Cross-reference with contact database for association mapping.
Import your contacts through Coefficient and use spreadsheet functions to determine correct associations. Match based on email addresses, company names, deal ownership, territory assignments, or any combination of criteria that makes sense for your data. Use VLOOKUP, INDEX/MATCH, or nested IF statements to automate the matching process.
Step 3. Apply quality assurance and validation logic.
Use conditional formatting to highlight high-confidence matches versus uncertain ones. Create separate categories for automatic assignment and manual review, ensuring accuracy while maximizing automation. Flag any tasks that can’t be confidently matched for individual attention.
Step 4. Execute bulk association updates with HubSpot export.
Use Coefficient’s “Add Associations” export action to batch update task-to-contact relationships. This processes large volumes simultaneously, far more efficiently than manual assignment or trying to work within HubSpot’s limited interface options.
Step 5. Verify success and handle exceptions.
Run a follow-up import to confirm successful association updates and identify any remaining unassociated tasks. Create a process for handling edge cases and build documentation to prevent similar issues in future imports.
Turn manual work into automated efficiency
Get started with CoefficientThis approach transforms a potentially hours-long manual process into an automated, reliable batch operation that handles association failures comprehensively.to eliminate the pain of fixing failed import associations and streamline your data management workflow.
