Unmatching a company disconnects the HubSpot company record from the Creditsafe company it was previously linked to. This is useful when:
- The wrong company was matched
- The data needs to be rematched
- You are cleaning or correcting records
Step-by-Step: How to Unmatch a Company
1. Open the Company Record
Go to CRM → Companies, then open the company whose match you want to remove.
(This must be a record already matched to Creditsafe.)
2. Open the Creditsafe Actions Menu
On the right-hand Creditsafe panel, click Actions.
This menu includes several Creditsafe-specific functions such as Update, Monitor, Full Report, and Unmatch.
3. Select “Unmatch”
From the Actions list, choose:
Unmatch (may appear in French as Dissocier)
This removes the Creditsafe match and resets the Creditsafe data fields.
4. Refresh the Page
After unmatching:
- The Creditsafe ID will be cleared
- Creditsafe-enriched fields will revert or empty
- The Creditsafe panel will return to search mode
You can now rematch the company if needed using Search Companies.
What Happens After You Unmatch?
Once unmatching is complete:
- All previously enriched Creditsafe data is removed
- The company is no longer monitored
- The connector returns to “search” mode so you can match the correct company