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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.”
When HubSpot exports omit association data, you end up with orphaned deal records that can’t be connected to customer information, making analysis and reporting nearly impossible.
Here’s how to prevent orphaned records and reconnect existing disconnected data using association preservation and advanced matching techniques.
Prevent orphaned records with association-preserved exports using Coefficient
Coefficient prevents deal records from becoming orphaned by automatically including contact and company association IDs with deal exports, maintaining the relationship data that standard HubSpot exports typically lose.
How to make it work
Step 1. Import deals with complete relationship context.
Use Coefficient’s association-preserved exports to pull deals with their complete relationship context including primary contacts, associated companies, and secondary contact associations. This prevents orphaning that occurs with standard HubSpot exports.
Step 2. Apply enhanced data retrieval for existing orphaned records.
Import fresh HubSpot data with proper associations, then use matching techniques like VLOOKUP on deal names or amounts, INDEX/MATCH on close dates and deal sources, and fuzzy matching on company names to reconnect orphaned data.
Step 3. Build multi-criteria matching approach.
Create layered matching logic with primary match on deal amount + close date + company name, secondary match on deal source + owner + industry, and tertiary match on creation date + deal stage + contact email domain for comprehensive reconnection.
Step 4. Reconstruct associations with additional data.
Use Coefficient to pull activity timeline data showing contact-deal interactions, email engagement data linking contacts to deal communications, and meeting and call records that connect contacts to specific deals for association reconstruction.
Eliminate orphaned records with proper data relationships
This comprehensive approach significantly improves success rates for reconnecting orphaned deal records compared to basic spreadsheet matching, giving you complete datasets with proper relationships. Start building connected CRM data today.
