How to Use the Undo-Association Feature With Associ8

If the app associates more records than you intended, don’t worry! The undo-association feature can rewind the clock and remove them.

Undoing associations with Associ8 is as easy as checking off a list! A few quick things to note before we get started are:

  • This is an Associ8 - Enterprise feature.
  • This feature only works on associations made using Associ8. Associations made any other way will not be able to be undone through this feature.

Let’s get started!

  1. Start by logging into your hapily portal here.
  2. Click Associ8 > Summary in the left sidebar. This will pull up a list of the most recent associations made using the app.

    HubSpot How to undo associations

  3. Click the checkbox next to each association you would like to undo. Then click Unassociate Selected near the top of the association list.

    HubSpot How to bulk unassociate objects

  4. The associations will then be scheduled to be unassociated. All that’s left for you to do is kick back, relax, and let Associ8 work its magic!

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