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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 only shows the primary associated company in deal exports, completely hiding secondary relationships and association label information that you need for analysis.
You’ll learn how to export complete association data including labels and timestamps to identify all non-primary company relationships.
Export complete association data with labels using Coefficient
Coefficient solves this by configuring deal imports with company associations set to “Row Expanded,” which creates separate rows for each company association including the crucial label information that HubSpot’s standard interface hides completely.
How to make it work
Step 1. Configure advanced association display for complete data capture.
Set up your deal import with company associations configured to “Row Expanded” display. This creates separate rows for each company association, and each exported row includes the deal ID, all deal properties, associated company ID and properties, association label (Primary, Secondary, or custom labels), association creation timestamp, and association type information.
Step 2. Apply filters for immediate analysis of non-primary relationships.
Use filters to immediately identify deals with multiple company associations by looking at deal ID frequency, non-primary associations by filtering where label doesn’t equal “Primary,” associations missing labels entirely, and recently created duplicate associations by filtering on creation timestamps.
Step 3. Set up automated monitoring for ongoing identification.
Configure scheduled imports to automatically export this association data daily or weekly. This enables proactive identification of new association issues as they develop, rather than discovering problems weeks or months later when they’ve become much bigger.
Step 4. Create analysis-ready datasets for decision making.
Export the filtered data into formats that let you count associations per deal, identify which associations lack primary labels, spot patterns in when duplicate associations are created, and prioritize which deals need immediate attention based on association complexity.
Step 5. Build comprehensive visibility into relationship complexity.
Use this complete association data to understand the full scope of deal-company relationship issues in your database. This provides visibility into association complexity that HubSpot’s standard interface simply cannot display, enabling data-driven cleanup decisions.
Get complete visibility into your deal associations
This comprehensive export approach reveals the full complexity of your deal-company relationships and enables ongoing association hygiene management. Start exporting your complete association data today.
