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JLow16
参加者

Will importing product library overwrite existing line item

解決

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?

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Josh
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

Will importing product library overwrite existing line item

解決

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

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JLow16
解決策
参加者

Will importing product library overwrite existing line item

解決

Great! Thanks for the info, Josh!

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JLow16
解決策
参加者

Will importing product library overwrite existing line item

解決

Great! Thanks for the info, Josh!

0 いいね!
Josh
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

Will importing product library overwrite existing line item

解決

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

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