It is my understanding that there is no way to through the API to batch create deals. Is that still correct?
From what I have read on here, the UI management side allows the import of a spreadsheet. If the UI side allows you to import a spreadsheet of deals, which will effectively batch create deals, why would the API impose a single-deal limitation on creates?
Is there a way to do a file import through the API? In other words, if I use my application to create a CSV file from the deals I need to import, can I use the API to import the document?
Thank you.
Hi @jwatts1980 , you are correct that it is not possible to batch create deals via API currently. Doing a file import via API is also not something we support right now. The best way to go about batch creating deals is to import them from the app UI import tool.
I found an idea submitted on this https://community.hubspot.com/t5/HubSpot-Ideas/Batch-Deals-API/idi-p/206605 if you would like you can upvote the idea!
I have upvoted the idea.
It is also interesting to me also that for the Line Items API you cannot set a property when creating a line item to associate the line item with a deal. It says right in the definition of a line item (Accounts Dashboard | HubSpot) that is meant to be associated with a deal.
- “Line items link products, along with specific information about the sale of a product, to your HubSpot deals.”
Likewise, there is a not an association property on the deal create/update that allows linking to a line item. So in order to create a deal with line items, which is all in one form in the UI, I must create each deal individually, store off the HubSpot Deal Ids, then create the line items, store those HS IDs, then I must call the associations endpoint to link the deals to the line items.
It is possible, but very cumbersome.