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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.”
HubSpotMultiple data imports often create duplicate parent companies in, but the platform’s native duplicate detection misses companies with slight naming variations or different domains.
HubSpotHere’s how to use advanced spreadsheet analysis to identify duplicates and merge them in bulk operations thatcan’t handle natively.
Clean up duplicate parent companies using Coefficient
CoefficientHubSpot’s automatic duplicate detection often fails with complex parent company scenarios because it can’t perform fuzzy matching or analyze patterns across thousands of records.solves this by letting you export comprehensive company data, perform advanced analysis in spreadsheets, and push cleaned data back to HubSpot in bulk.
How to make it work
Step 1. Export all parent company data with key fields.
Use Coefficient to import all HubSpot companies, focusing on Company Name, Domain, Parent Company, Number of Child Companies, and custom properties. Apply filters to target companies marked as parents or those with child associations.
Step 2. Build duplicate detection formulas in your spreadsheet.
Create columns for similarity analysis using formulas like =FUZZY() for name matching and domain comparison logic. Add scoring columns to rank potential merge candidates based on name similarity, domain matches, and business logic that HubSpot can’t perform.
Step 3. Prepare your master cleanup sheet.
Build a consolidation worksheet with standardized parent company names, merged domain information, and clear merge decisions. Map which companies should be kept as the master record and which should be merged into it.
Step 4. Execute bulk merges back to HubSpot.
Use Coefficient’s UPDATE functionality to push your cleaned data back to HubSpot. This handles the bulk merge operations and child company reassignments that would take hours of manual work in HubSpot’s interface.
Step 5. Set up ongoing monitoring.
Create scheduled imports to catch new duplicates as they appear and maintain audit trails for your cleanup work. This prevents future duplicate buildup that HubSpot can’t monitor automatically.
Start cleaning your company data today
Get startedThis approach handles thousands of duplicate parent companies efficiently while providing audit trails that HubSpot’s manual merge process simply can’t deliver.with Coefficient to streamline your company data cleanup.
