HubSpot forces you to manually remove secondary company associations one deal at a time, which becomes a nightmare when you’re dealing with hundreds or thousands of deals that need cleanup.
Here’s how to identify and bulk remove non-primary company associations efficiently using data export and association management tools.
Export and bulk manage deal associations using Coefficient
Coefficient solves this problem by letting you export all deal associations with their labels, identify which ones need removal, and then bulk delete the unwanted relationships. Unlike HubSpot’s native interface, you get complete visibility into association data and can process removals in batches.
How to make it work
Step 1. Export deals with expanded company associations.
Import your deals object and set company associations to “Row Expanded” display. This creates separate rows for each company association, showing you the association labels (Primary, Secondary, or custom labels) that HubSpot normally hides. Each row will include the deal ID, company ID, and crucial association metadata.
Step 2. Filter to identify problematic associations.
Apply filters to find deals with multiple company associations where non-primary relationships need removal. Look for deals where the association label isn’t “Primary” or where the label field is empty. You can also filter by date ranges if you know when the duplicate associations were created.
Step 3. Create your cleanup dataset.
Build a spreadsheet that identifies the specific association IDs you want to remove. Include the deal ID, company ID, and association type for each relationship that needs to be deleted. This becomes your target list for bulk removal operations.
Step 4. Execute bulk association removal.
Use Coefficient’s DELETE export action to remove the specific company-deal associations by targeting the association IDs of non-primary relationships. Process these in controlled batches and set up scheduled exports to handle large datasets systematically.
Step 5. Verify and monitor results.
Re-import your deal data to confirm successful removals and create audit trails showing which associations were deleted. Set up automated monitoring to catch new duplicate associations before they become a bigger problem.
Clean up your deal associations efficiently
This approach saves hours compared to manual removal and provides audit trails that HubSpot’s native tools can’t offer. Start cleaning up your deal associations today.