Losing track of original HubSpot record IDs during deduplication creates audit nightmares and prevents rollback if something goes wrong. Manual ID tracking with formulas is error-prone and breaks easily during complex merge processes.
Here’s how to maintain complete ID tracking automatically with hyperlinked references and full audit trails throughout your deduplication workflow.
Automatic ID preservation with hyperlinked audit trails using Coefficient
CoefficientHubSpotmaintainsObject IDs automatically throughout the deduplication process, providing hyperlinked references and complete audit trails without manual tracking formulas.
How to make it work
Step 1. Import records with automatic ID preservation.
All imported HubSpot records include their original Record ID in a dedicated column with direct hyperlinks to the HubSpot records. These IDs remain intact and clickable throughout your entire deduplication process, providing instant verification access.
Step 2. Create comprehensive ID tracking columns.
Set up tracking columns for Original IDs (automatically imported), Duplicate Group (useto group related records), Master Record (flag which ID becomes primary), and Action Taken (track UPDATE, DELETE, or MERGE actions per ID).
Step 3. Build duplicate ID consolidation mapping.
Create formulas to concatenate all duplicate IDs in each group:where column C contains your duplicate group numbers. This creates merged ID strings showing all original records in each consolidation.
Step 4. Implement cross-reference validation.
Validate all Object IDs against current HubSpot data during the deduplication process. Coefficient’s live connection alerts you if referenced IDs become invalid, preventing broken references in your tracking system.
Step 5. Execute updates with preserved ID references.
Use UPDATE actions with original Object IDs to modify master records, DELETE actions with tracked duplicate IDs for removal, and maintain association updates with proper ID relationships across all objects.
Step 6. Create rollback capability with ID mapping.
The preserved Object ID tracking enables complete process reversal if needed. All original record identifiers remain intact and traceable, allowing you to undo consolidations and restore individual records exactly as they were.
Never lose track of your data changes
Start your free trialAutomatic ID preservation with hyperlinked references provides bulletproof audit trails and rollback capability for enterprise-grade deduplication processes. Ready to implement professional ID tracking?and maintain complete data lineage automatically.