)
Written by
Table of Contents
“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.”
Traditional Excel exports lose critical association data between contacts, deals, companies, and tickets. When you reimport deduplicated contacts, all the relationship connections that drive your sales process disappear completely.
Here’s how to maintain every object relationship while cleaning up duplicate contacts, preserving the connections that matter most.
Keep all relationships intact with association management using Coefficient
CoefficientHubSpot‘s Association Management capabilities preserveobject relationships throughout the deduplication process, addressing the critical limitation of traditional Excel workflows.
How to make it work
Step 1. Import contacts with comprehensive association data.
Pull contact records along with all associated deals, companies, and tickets using Primary Association, Comma Separated, or Row Expanded display options. This captures custom association types and bidirectional relationships in adjacent columns.
Step 2. Consolidate associations during duplicate identification.
When identifying master records, create merge formulas that consolidate all associations:combines deal associations from multiple duplicate records. Remove duplicates from the concatenated list to avoid double-associations.
Step 3. Map association consolidation logic.
Create columns tracking which associations transfer to master records and which duplicates lose their connections. Useto consolidate all deal associations onto the master contact record.
Step 4. Execute association transfers before deletion.
Use Coefficient’s Association Management feature to add all consolidated associations to master records first. This ensures deal, company, and ticket relationships transfer completely before removing duplicate contacts.
Step 5. Clean up duplicate records while preserving connections.
Apply the DELETE action to duplicate contacts only after all associations have been transferred. Coefficient maintains relationship integrity by validating that all connections move to master records before deletion occurs.
Step 6. Audit association preservation with snapshots.
Capture association states before and after deduplication using Coefficient’s Snapshots feature. This provides complete visibility into relationship changes and enables rollback if association transfers need adjustment.
Clean contacts without breaking relationships
Start freeAssociation management preserves every deal, company, and ticket connection during deduplication, maintaining the relationship data that drives your sales process. Ready to deduplicate without losing connections?and keep all your relationships intact.
