Exchange of the values of one property in all data records

Smart CRM & Sales Hub CRM
1

Hi, due to a mistake we need to exchange the value „deal amount“ in most deals. We have an excel file with the correct deal amount and the unique value „deal name“. I’ve tried to find a description on how to proceed, but did not find a fitting one.
I’d appreciate if someone could help, thanks!

Another question would be what amount of time you would estimate for an experienced person here.

2

Hi @CRMlerin,

If you’ve some experience in Excel or Google Sheets, it shouldn’t be too bad. Here’s what you would do:

  1. Export your deals: Export your records
  2. In this file, feel free to remove anything but the Record ID column and the Deal name column
  3. Find your other Excel file with the correct deal amounts
  4. Use VLOOKUP or INDEXMATCH based on the deal name to put the correct deal amount next to the deal name in the newly exported file – the result should be three columns: record ID, deal name, amount
  5. Re-import this combined file (two columns only: record ID and amount) Format import files
  6. Upon import, make sure to map the Record ID and Amount (and ignore deal name)

The reasons these steps are needed is that (unless you’ve created other identifiers) HubSpot needs the record ID to update a deal via import. So you need to export your deals first to obtain that ID, then merge your file with the correct amounts and the just exported file, then re-import it based on the record ID.

This shouldn’t take longer than 20-30 minutes if you’re doing this for the first time, have done HubSpot exports/imports before and know your way around VLOOKUP / INDEXMATCH.

Best regards!

3

Hi @karstenkoehler,

thank you very much for the prompt reply and links.

Very helpful :slightly_smiling_face:

4

Good question! I’m unclear whether you meant exchange (as in change foreign exchange rate) or simply update to new values for Amount field, but in either case, this should be super easy since you already have the data in Excel.
I would recommend opening the free Coefficient HubSpot extension for Excel/Sheets. Then you simply need to do a VLOOKUP to get each Deal Name’s DealID, and then send the writeback to HubSpot. All-in should be less than 5 mins.