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Import2 cannot maintain company-contact associations across separate CSV files because it processes each import independently without understanding relationships between different object types.
Here’s how to preserve these critical associations when importing from multiple Excel files.
Maintain company-contact associations using Coefficient
CoefficientHubSpotsolves the multi-file association challenge by connecting both company and contact data within the same workspace, allowing you to coordinate imports while maintaining proper relationships betweenobjects.
Instead of hoping separate imports will somehow connect properly, you get explicit association management that ensures contacts link to their companies correctly.
How to make it work
Step 1. Import company data first with unique identifiers.
Connect your company Excel file to Coefficient and import company records, ensuring each company has a unique identifier like domain name, company ID, or exact company name that can be referenced later.
Step 2. Prepare contact data with company reference fields.
In your contact Excel file, include columns that reference the company identifiers from step 1. This might be company domain, company name, or HubSpot company ID if you’re updating existing data.
Step 3. Use Coefficient’s association management during contact import.
When importing contacts, map the company reference fields to create associations. Coefficient will link contacts to companies based on the identifiers you’ve established, maintaining the relationships across both datasets.
Step 4. Validate associations through the spreadsheet interface.
Review the association mappings before finalizing the import. Coefficient shows you which contacts will be linked to which companies, letting you catch and fix association issues before they’re created in HubSpot.
Preserve data relationships across multiple files
Start using CoefficientCompany-contact associations are fundamental to CRM data integrity, but CSV-based tools aren’t designed to handle relationships across separate files. With proper association management, you can maintain these connections regardless of how your data is organized.to preserve your HubSpot object relationships.
