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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.”
Organization-to-company mapping breaks during CRM migrations when association data gets lost in translation. You end up with orphaned contacts that aren’t linked to their companies, destroying critical business relationships that took years to build.
Here’s how to preserve these associations using relationship mapping and systematic export processes that maintain referential integrity throughout your migration.
Maintain referential integrity with relationship mapping using Coefficient
Coefficientexcels at preserving organization-to-company associations through sophisticated field mapping and export capabilities. The key advantage is maintaining referential integrity through systematic relationship tracking that ensures no business connections get lost during migration.
How to make it work
Step 1. Import organizations and contacts into separate spreadsheet tabs.
Pull both organization data and person/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.
Use VLOOKUP, INDEX/MATCH, or other spreadsheet formulas to create lookup tables that map organization IDs to contact records. This creates a clear reference system showing which contacts belong to which organizations, preserving the relationship data you need for migration.
Step 3. Export companies first and capture new IDs.
SalesforceSalesforceUse Coefficient’s UPSERT export feature to create companies inorfirst. Capture the system-generated company IDs that your destination CRM creates. These new IDs become the foundation for maintaining associations with contacts.
Step 4. Map new company IDs back to contact records.
Update your contact export data with the correct destination system company IDs before exporting contacts. Use your lookup tables to ensure each contact gets associated with the right company based on the new ID structure in your destination CRM.
Step 5. Validate associations before final export.
Use Coefficient’s preview functionality to validate all associations before pushing contacts to your destination system. The preview shows exactly which contacts will be linked to which companies, letting you catch and fix any broken relationships before they become permanent.
Protect your business relationships
Start mappingOrganization-to-company associations represent years of relationship building and business development. Don’t let migration destroy these critical connections when you can preserve them systematically with proper planning and execution.your associations today.
