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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 native export functionality separates deals and contacts into different files, making it nearly impossible to maintain the relationships between your deal and customer data when you need them together.
Here’s how to create a unified export that preserves matching IDs and relationships between your deals and customers.
Export unified deal and customer data using Coefficient
Coefficient connects directly to HubSpot’s API to pull related objects with their associations intact, bypassing the limitations of standard exports that lose crucial linking data.
How to make it work
Step 1. Import deals with associated contact data.
Use Coefficient’s HubSpot connector to import your deals, then configure association handling to automatically pull related contact information. Choose “Row Expanded” display to show each deal-contact relationship on separate rows, or “Primary Association” to get the main contact per deal.
Step 2. Configure unlimited field selection.
Unlike HubSpot’s 30-field limit in reports, Coefficient allows you to select unlimited fields from both deals and contacts in a single import. Include deal amounts, stages, close dates, contact names, emails, lifecycle stages, and any custom properties you need.
Step 3. Maintain association IDs automatically.
Coefficient preserves HubSpot’s native association system, ensuring matching IDs between deals and contacts are maintained without manual reconciliation. The association data that’s typically lost in standard exports stays intact.
Step 4. Create custom analysis views.
Use the preserved association IDs to create VLOOKUP or INDEX/MATCH functions that combine data based on relationships. You can also set up separate tabs for deals and contacts, then build a master view that links everything together.
Get complete CRM data with proper relationships
This approach eliminates the frustrating problem where exported deal and customer data lacks proper linking fields, giving you a complete dataset with maintained relationships for analysis or migration. Try Coefficient to start creating unified CRM exports today.
