💬 RevOps Discussions

JLow16
Teilnehmer/-in

Will importing product library overwrite existing line item

lösung

I have deals with line items in existing product library. If I do an import to update the existing product library, will it impact the existing line items?

0 Upvotes
2 Akzeptierte Lösungen
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Will importing product library overwrite existing line item

lösung

Hi @JLow16,

 

You can change the product library without impacting line items on deals/quotes. See this note from the products knowledge base article:

Line items: when you associate a product with a deal record, quote, invoice, or payment link, you are associating one instance of that product as a unique line item. The line item is no longer connected to the product, and any updates to the original product's information in the product library will not apply to the line items that are already associated with your records. 

 

Josh


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
JLow16
Lösung
Teilnehmer/-in

Will importing product library overwrite existing line item

lösung

Great! Thanks for the info, Josh!

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
2 Antworten
JLow16
Lösung
Teilnehmer/-in

Will importing product library overwrite existing line item

lösung

Great! Thanks for the info, Josh!

0 Upvotes
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Will importing product library overwrite existing line item

lösung

Hi @JLow16,

 

You can change the product library without impacting line items on deals/quotes. See this note from the products knowledge base article:

Line items: when you associate a product with a deal record, quote, invoice, or payment link, you are associating one instance of that product as a unique line item. The line item is no longer connected to the product, and any updates to the original product's information in the product library will not apply to the line items that are already associated with your records. 

 

Josh


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

0 Upvotes