Add line items automatically from an Excel

CRM & Sales Sales Hub Tools
1

Hi there!

We are a company that sells heating systems with a lot of components.

To calculate we use a tool in Excel, which gives a list with the quantity, SKU, name and price of all the products needed.

Does anyone know wheter it would be possible to add line items from an external list / excel / other calculation tool to a deal?

2

Hi @WvanderGarde, yes this should be possible. Check out this help doc.

On there it says this:

"

  • Line items: Name, Quantity, Price, and the associated deals’ Record ID or Deal name. Include the product’s Product ID if you’re also associating the line item with a product, which will be mapped as a line item property during the import."

So as long as you can include that data on the spreadsheet, you shouldn’t have an issue.

3

hey @WvanderGarde - there are a couple of ways.
you can import directly with the in-built functionality. check out this help doc for that.
you can also use hubspot certified apps like Superjoin (it has a free version) to push data into hubspot. they have a neat 2-way sync, so you can push from excel/google sheets into hubspot.

4

Hi @WvanderGarde You can use Coefficient Excel Add-in to automate the whole thing directly from Excel. You can push and pull data between Excel and HubSpot, setup email alerts conditionally, setup auto-refreshes.