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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.”
HubSpotnative export functionality has significant limitations for parent-child company data extraction, lacking comprehensive field selection and proper association formatting for external analysis.
Here’s how to extract complex hierarchy data with associations intact and prepare it for advanced cleanup in external tools.
Export comprehensive hierarchy data using advanced capabilities
CoefficientHubSpotHubSpot’s basic CSV exports can’t handle complex association data or provide the filtering sophistication needed for hierarchy-specific data extraction.is specifically designed to address these limitations and provides superior capabilities for parent-child company data extraction that work seamlessly with.
How to make it work
Step 1. Set up comprehensive association exports.
Use Coefficient’s advanced import functionality to extract companies with their parent-child relationships intact. Choose from Primary Association, Comma Separated, or Row Expanded display formats to match your external tool requirements, unlike HubSpot’s flat CSV exports.
Step 2. Select hierarchy-specific fields.
Export targeted fields including Company Name, Domain, Parent Company, Number of Child Companies, custom hierarchy properties, and associated contact/deal counts. Coefficient’s field selection capabilities far exceed HubSpot’s limited export options for complex data scenarios.
Step 3. Apply advanced filtering for targeted extraction.
Use up to 25 filters across 5 filter groups to focus on specific parent-child scenarios, such as companies with broken associations, mismatched domains, or circular relationships. Create filters like “Parent Company is empty AND Company Type equals Child” to target specific cleanup needs.
Step 4. Structure data for external tool compatibility.
Export data in formats optimized for your external cleanup tools, with proper relationship mapping and hierarchical structure preservation. Include validation columns and reference IDs that HubSpot’s flat exports can’t maintain effectively.
Step 5. Set up automated export scheduling.
Create scheduled exports to maintain current data for ongoing cleanup projects, ensuring your external tools always work with fresh HubSpot data. Set up alerts when export data changes significantly or new hierarchy issues appear.
Step 6. Prepare for seamless re-import.
Structure your export to include HubSpot Object IDs and proper field mapping for easy re-import after external cleanup. Use Coefficient’s import functionality to push corrected data back to HubSpot with proper association management.
Get your data ready for advanced cleanup
Start exportingThis approach provides comprehensive data extraction and structured export capabilities that HubSpot’s native tools simply can’t deliver for complex hierarchy cleanup projects.your company hierarchy data today.
