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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.”
You can transfer a single Zoho account with all related data to HubSpot by handling both primary account data and associated records like contacts, deals, and activities in a coordinated sequence.
This comprehensive approach ensures data relationships remain intact during transfer, giving you complete account context in your HubSpot system.
Execute complete account transfer with relationship preservation using Coefficient
Coefficient provides comprehensive single account migration capabilities by handling both primary account data and associated records. The platform’s association management features ensure all relationships transfer correctly to HubSpot.
How to make it work
Step 1. Import the complete account and all associated data.
Use Coefficient’s association handling to pull the primary Zoho account along with related contacts, deals, and activities using the “Row Expanded” display option. Select all relevant fields from the account and associated objects to ensure complete data capture.
Step 2. Create relationship mapping across separate sheets.
Create separate sheets for Account, Contacts, Deals, and Activities. Use Coefficient’s automatic field mapping when data originates from imports and maintain relationship IDs to preserve data connections in HubSpot. This structure helps you track and validate all relationships before migration.
Step 3. Execute sequential migration to preserve relationships.
Migrate the company record first using INSERT action, then capture the new HubSpot Company ID from the export results. Update contact and deal sheets with the new HubSpot Company ID, migrate contacts and associate them with the company, then transfer deals and link to both company and contacts.
Step 4. Import activities and validate all associations.
Import activities and associate with relevant records using Coefficient’s association management to add or remove associations between objects. Maintain parent-child relationships through proper ID mapping and validate all associations post-migration using comparison imports.
Ensure complete data integrity
Unlike bulk migration tools that can lose relationship context, Coefficient’s spreadsheet environment allows you to visually verify all related data before migration and maintain precise control over how relationships are recreated in HubSpot. Start transferring your complete Zoho accounts with full relationship preservation.
