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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.”
HubSpot’s standard export functionality frequently omits association IDs or contact references from deal exports, leaving you with orphaned records that can’t be matched to customer data.
Here’s how to export complete CRM data with proper linking fields that maintain relationships between deals and customers.
Access underlying association data using Coefficient
Coefficient pulls HubSpot data with full association context, including the association IDs that link deals to contacts, companies, and other objects that native exports often miss.
How to make it work
Step 1. Import deals with association context.
Use Coefficient’s association-aware import to pull deals with their associated contact IDs automatically included. This preserves the relationship data that standard exports typically omit, giving you proper linking fields from the start.
Step 2. Create multi-object import strategy.
Import contacts separately with their HubSpot IDs, then use the preserved association data to create proper joins between your deal and customer datasets. The association IDs serve as your linking keys.
Step 3. Pull additional identifying information.
Even when native linking fields don’t exist, Coefficient can pull company names, email addresses, or phone numbers that serve as alternative matching keys between datasets. This creates multiple options for connecting your data.
Step 4. Set up real-time relationship mapping.
Unlike static exports, Coefficient maintains live connections to HubSpot. Schedule automatic refresh so that as associations change in your CRM, your spreadsheet data reflects current relationships without manual re-export.
Eliminate orphaned records with proper associations
This approach ensures you have valuable deal and customer data with meaningful connections for analysis and reporting, eliminating the frustrating scenario of disconnected datasets. Start building properly linked CRM exports today.
