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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.”
Data integrity is a major concern when managing CRM data externally. CSV round-trips risk field mismatches, truncated data, encoding issues, and lost relationships. Manual processes introduce human error at scale when dealing with thousands of records.
Here’s how to maintain perfect data integrity through built-in safeguards and live API connections when reallocating large volumes of company records.
Maintain perfect data integrity with live connections using Coefficient
Coefficient maintains perfect data integrity through its architecture and built-in safeguards. Instead of risky file exports and imports, it uses direct API communication with HubSpot that preserves field types, relationships, and validation rules.
How to make it work
Step 1. Establish live API connection with validation.
Use Coefficient’s direct API communication that preserves HubSpot’s data validation rules and maintains original record IDs throughout the process. This prevents orphaned records or broken associations that occur with CSV workflows.
Step 2. Implement field-level integrity controls.
Validate new values before export using formulas like. This maintains referential integrity with lookup validations and prevents invalid assignments.
Step 3. Use change tracking and audit trail features.
Coefficient shows exactly which records will be modified before export. Spreadsheet version history provides complete audit trail, and you can add timestamp columns usingto track when changes occurred.
Step 4. Execute safe bulk operations with verification.
Updates only specified fields while preserving all other data. Preview shows field mapping and values to be updated, identifying potential issues before committing changes. Supports batch processing to prevent timeout issues with automatic retry logic for failed updates.
Reallocate thousands of records with zero data loss
Always include HubSpot Record ID in imports, use data validation in Google Sheets to prevent invalid entries, and test with small batches before full deployment. Protect your data integrity during large reallocations.
