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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.”
Deal-contact associations break during CRM migrations when relationship data gets lost in translation. You end up with orphaned deals that aren’t connected to the right contacts, destroying the sales context that drives your pipeline management and forecasting.
Here’s how to preserve these critical relationships using association mapping and referential integrity workflows that maintain business connections throughout migration.
Preserve relationship integrity with systematic association mapping using Coefficient
Coefficientexcels at association management through sophisticated relationship mapping capabilities. This addresses one of the most critical challenges in data transfer projects by ensuring business relationships survive the migration process intact.
How to make it work
Step 1. Import deals and contacts into separate spreadsheet tabs.
Pull both deal data and contact data from your source CRM into separate tabs in Google Sheets or Excel. This gives you complete visibility into existing relationships and lets you work with association data using familiar spreadsheet functions.
Step 2. Create association lookup tables with formulas.
SalesforceSalesforceUse VLOOKUP, INDEX/MATCH, or other spreadsheet formulas to create lookup tables mapping deal-to-contact relationships. These tables become your reference system for preserving associations during migration toor.
Step 3. Migrate contacts first and capture new system IDs.
Use Coefficient’s UPSERT functionality to migrate contacts to your destination system first, tracking the new contact IDs that your destination CRM generates. These new IDs become the foundation for maintaining associations with deals.
Step 4. Update deal data with correct contact associations.
Map the new destination system contact IDs back to your deal records before exporting deals. Use your lookup tables to ensure each deal gets associated with the correct contacts based on the new ID structure in your destination system.
Step 5. Validate all associations before final export.
Use Coefficient’s preview functionality to verify all associations before pushing deals to your destination system. The preview shows exactly which deals will be linked to which contacts, letting you catch and fix broken relationships before they become permanent.
Protect your sales relationship data
Start preservingDeal-contact associations represent the core of your sales process and pipeline management. Don’t let migration destroy these critical business relationships when you can preserve them systematically with proper association mapping.your associations today.
