Cleaning up orphaned child companies in HubSpot that lost parent associations

using Coefficient excel Add-in (500k+ users)

Fix orphaned child companies in HubSpot that lost parent associations using bulk analysis and automated association repair tools.

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HubSpotlacks bulk tools to identify and repair orphaned child companies that lost their parent associations during data imports or system changes.

You’ll learn how to systematically find these broken relationships and repair them in bulk using advanced association management capabilities.

Repair orphaned company associations using Coefficient

HubSpotCoefficientWhen child companies lose their parent associations,provides no efficient way to surface these relationship gaps across large datasets.excels at this challenge through its association management capabilities and comprehensive data analysis tools.

How to make it work

Step 1. Identify all orphaned child companies.

Import companies using Coefficient with filters for records that have “Child Company” properties but no active Parent Company associations. This surfaces relationship gaps that HubSpot’s native views can’t efficiently identify across thousands of records.

Step 2. Cross-reference with expected relationships.

Export both company data and association records to create a comprehensive mapping sheet. Use spreadsheet functions to identify companies that should have parent relationships based on domain matching, naming patterns, or historical data.

Step 3. Build your association repair list.

Create a master sheet with Child Company ID, Target Parent Company ID, and validation logic. Use formulas to verify that proposed parent-child relationships make business sense before applying changes.

Step 4. Execute bulk association repairs.

Utilize Coefficient’s specialized Association Management feature to add parent-child relationships in bulk. This bypasses HubSpot’s limitation of requiring manual, one-by-one association creation through the UI.

Step 5. Set up automated monitoring.

Create scheduled imports to monitor for newly orphaned companies and generate alerts when parent associations break. This provides ongoing data quality management that HubSpot can’t deliver natively.

Fix your broken associations efficiently

Start repairingCoefficient’s bulk association operations and spreadsheet-based analysis handle complex relationship mapping that HubSpot’s manual processes simply can’t manage at scale.your orphaned company associations today.

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