topic Re: making a list of hubspot deal record ids in Tips, Tricks & Best Practices

making a list of hubspot deal record ids

liamkelman — Thu, 07 Dec 2023 15:30:00 GMT

Hi there,

Can you create a list of deals based off the record id property. You can do this for emails.

I have a list of hubspot deal id's on a spreadsheet and want to find them in the CRM. Is it possible?

Thanks for the help in advance.

Best,

Liam

Re: making a list of hubspot deal record ids

karstenkoehler — Thu, 07 Dec 2023 15:34:03 GMT

Hi @liamkelman,

Yes, under Menu > Contacts > Lists > Create list, you can create a deal-based list. When you filter for Deal properties, you should find the record ID.

Once the filter shows, you can copy/paste the IDs from your Excel file by following these steps: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p/592391

Let me know if you have any follow-up questions!

Re: making a list of hubspot deal record ids

liamkelman — Thu, 07 Dec 2023 16:09:02 GMT

Thank you for the reply, but should I be able to bulk upload the deal id's? Doesn't seem to work?

Re: making a list of hubspot deal record ids

karstenkoehler — Thu, 07 Dec 2023 16:10:27 GMT

Hi @liamkelman,

What exactly doesn't work? Have you reviewed the link I shared that walks through how to copy from an Excel file and paste into a list filter?

Re: making a list of hubspot deal record ids

liamkelman — Thu, 07 Dec 2023 16:12:18 GMT

I've tried to upload multiple records at once, splitting them with a semicolon, the exact same track as multiple email addresses, but it doesn't let me do this for the record id.

Looks like it can only be one record id at a time.

Re: making a list of hubspot deal record ids

karstenkoehler — Thu, 07 Dec 2023 16:22:45 GMT

Ha, you're right, @liamkelman, this doesn't work for the record ID field. Bummer.

In that case, I'd try importing your list of deal IDs the old-fashioned way, through the import wizard. This should work with your import file just containing the record ID column.

During the mapping process, make sure to map the record ID. By doing so, you're effectively not importing anything, just associating the deals with an empty import:

After importing, you can identify these deals by going to Menu > Sales > Deals, clicking on Advanced filters (0) and setting an Import filter.

Best regards!

Re: making a list of hubspot deal record ids

liamkelman — Thu, 07 Dec 2023 17:29:46 GMT

Thank you, all sorted.