Import of Line Items Issue

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,

I am trying to import Line item that is associated with a deal, It says that I have invalid record id reference, but I mapped everything correcrtly, I checked the record Id of the related product and deal and I found no issues. What can possibly be the issue? see the columns with the data:

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Thanks for any help! :grinning_face:

2

Hi @OBetzalel

My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here!
There is a sample import sheet for import deals, line items and products here .
Looking at it I think it means that the ‘Product ID’ is actually the Object ID of the line item.
In line two lof your mapping screenshot, you should change the ‘Import as’ vaue to ‘Record ID- Line Items’.
Could you try this and let me know if it worked?

3

@Olivia_Bagnall Hi Olivia, thank you for your assistance :grinning_face:

I changed it, but it seems it doesn’t work:

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What else can we try?

Thanks!

4

@Olivia_Bagnall The issue was with the Term (Months), why it was an issue if i just inserted “12”?:

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5

@OBetzalel Oh wierd. Term is a single line text property so it should really accept any value.

Did you manage to resolve this yet? If not, I would recommend reaching out to HS support with your import file attached and the error message you are getting. It could be an internal issue.

6

@Olivia_Bagnall Thanks for the help Olivia, Great to have you on linkedin! :grinning_face:

7

Was there a resolution to this? i am trying to import deals with line items and they fail when i add the term column. I am getting an unknown bad error and am unable to troubleshoot. i recently created a workflow for the Deal Amount to copy the TCV since that does not auto populate with imports. Would this have anything to do with the failed imports when i add the term column?

8

Hey @OBetzalel,

Blake here from BBD Boom, a HubSpot Elite partner!

I came across your issue with importing line items and associating them with a deal—this is a fairly common challenge!

How to Successfully Import Line Items and Associate Them with Deals

Import Setup

When setting up your import, make sure to select “Deals” and “Line Items” as your objects.
Also, ensure that “Create and update line items” is turned on. A common mistake is that many users confuse Products with Line Items and only select “Update Line Items”, thinking this will prevent new products from being created. However, Line Items are a separate object that reference product information rather than duplicating it. For the import to work, you must create line items on a deal.

Required Columns in Your Import File

Your CSV file should include the following columns:

  • Deal Record ID → Ensures line items are assigned to the correct deal.
  • Line Item Name → Name of the product you want to add to the deal.
  • Line Item Quantity → Number of products being added. If adding multiple of the same item, combine them into a single row—separate rows for identical items may cause import errors due to duplication.
  • Line Item Price → If the product has a unique price, enter it here. Otherwise, leave this blank to pull in the default product price from HubSpot.
  • Product ID (Product Record ID) → Associates the line item with an existing product in your HubSpot product library. Just copy the Product’s Record ID and sync it to Product ID in the import.

Why You’re Getting an Error with Product Record ID

This issue arises because you’re importing Line Items, not Products. Think of Line Items as a “wrapper” that holds product information inside them. If you try to import using the products Record ID alone, HubSpot will return an error because the system is looking for Line Item IDs instead. As no Line Items have that Record ID, it will not import.

Final Note

Once the import is complete, keep in mind that importing Line Items does not automatically update the Deal Amount. You’ll need to update it manually or generate a quote for the new total to reflect properly.

Hope this helps! Feel free to reach out to me should you have any other HubSpot issues!

9

Hi! I have the issue you describe in “Why You’re Getting an Error with Product Record ID”, since there are no other kind of ID records and the Products ID that I’m using are correct, how should I solve this? Do I need a workaround o I’m just skipping some steps? Thanks!!