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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.”
HubSpotdoesn’t support bulk association updates for parent-child company relationships, forcing you into time-intensive manual processes for large-scale relationship changes.
Here’s how to use company IDs to update hundreds or thousands of parent-child relationships efficiently through advanced association management.
Update company relationships in bulk using Coefficient
CoefficientHubSpotHubSpot’s native bulk editing can’t handle association updates, and API limitations make large-scale relationship changes complex and error-prone.provides the ideal solution through its advanced export and association management features that work directly withcompany IDs.
How to make it work
Step 1. Export companies with their HubSpot IDs.
Use Coefficient to import all relevant companies with their HubSpot Company IDs, current parent associations, and identifying fields. Coefficient automatically hyperlinks Object IDs, making relationship mapping more efficient than HubSpot’s native export functionality.
Step 2. Prepare your relationship mapping sheet.
Create a master spreadsheet with columns for Child Company ID, Target Parent Company ID, and Action Type (ADD/REMOVE association). Include validation formulas to verify that company IDs exist and relationships make business sense.
Step 3. Validate your relationship changes.
Use spreadsheet functions to cross-check company IDs, prevent circular relationships, and ensure parent companies can actually serve as parents. Add columns for business logic validation like company size, industry, or domain relationships.
Step 4. Execute bulk association updates.
Leverage Coefficient’s Association Management feature to add or remove parent-child relationships using your prepared Company ID mappings. This processes hundreds or thousands of relationship updates that would require individual manual updates in HubSpot.
Step 5. Verify and monitor your changes.
Use Coefficient’s scheduled imports to confirm relationship updates were applied correctly and create ongoing monitoring for data quality maintenance. Set up alerts for any association failures or unexpected changes.
Scale your association management
Start managingCoefficient’s bulk association capabilities using Company IDs directly bypass HubSpot’s manual limitations while maintaining data integrity through comprehensive validation.your company relationships at scale.
