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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 standard export functions break relational data connections, requiring complex VLOOKUP operations to reconnect related data in Excel. Deal-to-contact and deal-to-company relationships get lost, making comprehensive analysis nearly impossible.
Here’s how to automatically maintain HubSpot data relationships during Excel export, preserving connections that enable sophisticated pipeline analysis.
Automatically preserve data relationships using Coefficient
CoefficientHubSpotautomatically maintainsdata relationships through built-in Association Management and automatic field mapping capabilities. This solves the major limitation where HubSpot’s exports break relational connections that require manual reconstruction.
You get hyperlinked Object IDs, preserved associations, and cross-object property inclusion in single Excel files without complex manual matching.
How to make it work
Step 1. Use Coefficient’s association handling instead of separate imports.
Import deals with association handling enabled rather than creating separate imports for deals, contacts, and companies. This preserves the relationships automatically and includes associated object properties in the same Excel rows.
Step 2. Include relevant Object IDs for record connections.
Keep the default hyperlinked Object IDs in your import to maintain connections back to HubSpot records. These IDs enable easy navigation between Excel and HubSpot while preserving data relationships for analysis.
Step 3. Configure Primary Association display for most scenarios.
Choose Primary Association display to show the main contact and company for each deal in the same row. This works best for most reporting scenarios and maintains clean data structure while preserving relationships.
Step 4. Set up consistent field mapping across related data.
When data originates from Coefficient imports, field relationships are automatically maintained. Ensure you’re using consistent field selection across related objects to maintain mapping integrity during refreshes.
Step 5. Use Association Export Actions for relationship updates.
Take advantage of Coefficient’s ability to add or remove associations between objects directly from Excel. This enables relationship management without losing the connection context during data updates.
Keep your data connected where it matters most
Maintain your relationshipsThis approach ensures complex HubSpot data relationships remain intact in Excel, enabling sophisticated analysis that depends on connected data while avoiding manual relationship reconstruction.and unlock the full potential of your pipeline data.
