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Managing contact-to-company relationships in Excel templates is complex and error-prone. The challenge lies in correctly structuring association columns while maintaining proper hierarchical relationships between contacts and companies.
Here’s how to handle company associations during contact imports without the formatting headaches of traditional templates.
Manage contact-company associations using Coefficient
Coefficient’sassociation management feature handles contact-to-company relationships automatically, eliminating the need to manually format complex association columns. This prevents common errors in bulk uploads related to company hierarchy mapping.
HubSpotTraditional templates require you to figure out import mapping fields for company associations, butand other CRMs handle associations differently. Coefficient adapts to each system’s specific requirements automatically.
How to make it work
Step 1. Import existing contact and company data to understand association structure.
Pull current contacts with their company relationships to see how your CRM structures these associations. This shows you the exact format without guessing at template requirements.
Step 2. Build your contact and company data in the same spreadsheet structure.
Use the imported structure as your guide for organizing new contact data. Include company information using the same field layout you just imported from your CRM.
Step 3. Set up export actions with association management enabled.
Configure Coefficient to INSERT new contacts while automatically handling company associations. Choose from Primary Association, Comma Separated, or Row Expanded formats based on your data complexity.
Step 4. Use Association Management for complex relationships.
For contacts with multiple company relationships or complex hierarchies, use Coefficient’s specialized Association Management feature to add or remove contact-company relationships as needed.
Step 5. Validate relationships before final export.
Run a test export with a small batch to ensure all contact-company associations are properly mapped. Coefficient’s validation catches relationship errors before they cause import failures.
Import contacts with proper company relationships
Get startedAssociation management eliminates the guesswork of template formatting while ensuring accurate company hierarchies in your CRM.with error-free contact and company imports today.
