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HubSpot’s bulk edit feature adds new company associations without removing existing ones, which means you’ll end up with duplicate associations every time you update deal companies in bulk.
Here’s how to use controlled update processes and validation workflows to prevent duplicates from being created in the first place.
Control your bulk updates to prevent duplicates using Coefficient
Coefficient prevents duplicate creation by letting you manage the entire update process systematically. Instead of HubSpot’s bulk edit tool that just adds associations, you can remove old associations and add new ones in controlled batches with validation at each step.
How to make it work
Step 1. Analyze existing associations before updating.
Export current deal-company associations to identify existing relationships and plan updates that won’t create duplicates. This pre-update analysis shows you exactly which deals already have company associations and helps you design a clean update process.
Step 2. Use a controlled two-step update process.
First, use Coefficient’s DELETE export action to remove existing company associations from deals that need updates. Then, add new primary associations through a separate UPDATE export action. This ensures clean, single associations rather than accumulated duplicates that HubSpot’s native bulk tools create.
Step 3. Process updates in controlled batches with validation.
Break your updates into manageable batches and validate each batch before moving to the next. Use Coefficient’s UPDATE export action to modify primary company associations while simultaneously using DELETE export actions to remove old associations in the same operation.
Step 4. Set up automated monitoring for ongoing prevention.
Configure scheduled imports to monitor deal association counts and set up email alerts when deals exceed single company associations. This catches any duplicates that slip through and prevents the problem from growing over time.
Step 5. Create automated snapshots for rollback capability.
Use Coefficient’s snapshot feature to capture association data before bulk operations. This gives you rollback capability if something goes wrong during the update process, which HubSpot’s native bulk tools don’t provide.
Prevent duplicates with systematic bulk updates
This systematic approach prevents duplicate creation entirely, whereas HubSpot’s native bulk tools require time-intensive cleanup after the fact. Start preventing duplicate associations today.
