Custom properties for products and line items

SOLVE
oriyudilevich
Participant

Hi,

 

We would like to add a custom property to products called "catalog number" and one to line items called "extra info". After I do this, I am then planning migrate our current list of products into hubspot, i.e. write a script (that uses the hubspot API) that uploads our product list from outside hubspot into hubspot, with the aim that our sales people will then start managing our product list via hubspot.

 

I have a few small questions related to this:

 

1. Is it possible to add these custom properties via the hubspot UI? (e.g. by going to settings -> properties -> create property). If it's still not possible, when do you expect this to be possible?

 

2. More importantly, if I create these custom properties (say, via the API if needed), will I be able to see them in UI (when going to settings -> sales -> products & quotes and selecting a product and when creating a quote and editing its list of products)?

 

3. And a bit of a side question - in the developers documentation, is there a page with the list of default properties for products and line items? I could only find this page: https://developers.hubspot.com/docs-beta/crm/properties, but it only has contacts, companies, deals and tickets.

 

Thanks in advance, Ori

1 Accepted solution

Accepted Solutions
IsaacTakushi
Solution
HubSpot Employee

Hi, @ArtelyeInc.

 

Sincere apologies for the delayed response.

 

Custom product properties were released to general production on April 10, 2020. These properties can be created and managed in-app like contact, company, deal, and ticket properties.

Isaac Takushi

Associate Certification Manager

View solution in original post

20 Replies 20
himanshurauthan
Recognized Expert | Platinum Partner

Hello @oriyudilevich 

 

Custom properties for Products and line items are yet not manageable via HubSpot UI though can be created and populated via Create a new object property .

 

The created properties will not be visible under HubSpot properties section but can be seen when creating contact lists into HubSpot ( but I think it needs access to paid sales plan ).
For default HubSpot product/line item properties, you can confirm it by trying creating contact lists in HubSpot. They are like this:

  Screenshot_2020-02-14 Lists.png

Screenshot_2020-02-14 Lists(1).png

 

Hope it will help.

Thanks.

Digital Marketing & Inbound Expert In Growth Hacking Technology
oriyudilevich
Participant

Dear @himanshurauthan ,

 

Thanks for your quick reply.

 

Is there any estimation as to when custom properties for products/line items will be visible in the UI? They would be very useful for us, mainly for adding these fields (like catalog number of a product or extra info of a line item) in the quote PDFs our sales people prepare for our clients using the hubspot UI.

 

Thanks again,

Ori

himanshurauthan
Recognized Expert | Platinum Partner

Hii @oriyudilevich 

 

Sorry for writing late. Honestly, I do not have any timeline for this. This was proposed in the community few months ago to have this feature included in UI. May be it could be in progress.

@IsaacTakushi any comments here?

 

Thanks.

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Upvotes
IsaacTakushi
HubSpot Employee

Thanks for looping me in, @himanshurauthan.

 

I'm seeking insight into this, @oriyudilevich. Thanks for your patience.

Isaac Takushi

Associate Certification Manager
IsaacTakushi
HubSpot Employee

Hi, @oriyudilevich.

 

The team is currently working on this functionality. They are aiming to have it released into beta sometime this quarter.

Isaac Takushi

Associate Certification Manager
oriyudilevich
Participant

Hi @himanshurauthan and @IsaacTakushi , thanks for the update. Looking forward for the release of this feature.

Best, Ori

RustamA
Participant

Hi @IsaacTakushi , is there any update on that?

0 Upvotes
IsaacTakushi
HubSpot Employee

Hi, @RustamA.

 

Yes, beta support for custom product an line item properties was added last week.

 

If you are beta tolerant and willing to give feedback, I'd be happy to request that you be given access. Are you interested?

Isaac Takushi

Associate Certification Manager
RustamA
Participant

@IsaacTakushi yes, absolutely. I've 2 different HubSpot accounts associated with this account. Can I get beta on both of those?

0 Upvotes
IsaacTakushi
HubSpot Employee

Hey, @RustamA.

 

I will certainly try. Can you direct message me the Hub IDs?

Isaac Takushi

Associate Certification Manager
0 Upvotes
jpsanchez
Top Contributor | Gold Partner

Hi @IsaacTakushi  Could you please also ADD our two portals.-  ID: 416379 and ID: 5890901 

 

thanks!

JP

 

0 Upvotes
IsaacTakushi
HubSpot Employee

Hi, @jpsanchez.

 

This feature has already been released, per the marked solution. No need to add those accounts to any beta!

Isaac Takushi

Associate Certification Manager
0 Upvotes
ArtelyeInc
Member

Hi @IsaacTakushi 

 

Can I be also included in Beta please

 

Thank you in advance

0 Upvotes
IsaacTakushi
Solution
HubSpot Employee

Hi, @ArtelyeInc.

 

Sincere apologies for the delayed response.

 

Custom product properties were released to general production on April 10, 2020. These properties can be created and managed in-app like contact, company, deal, and ticket properties.

Isaac Takushi

Associate Certification Manager

View solution in original post

Fee_Lee
Participant
I am facing the same issue that all newly added product properties on line item not displayed in quotation, please grant me beta access to fix this ASAP. Thanks in advance!!
0 Upvotes
VVilski1
Participant

How can we be in the beta testing? We really need this for our company!!

0 Upvotes
DarrenSimons
Member

Although I can create a custom property for a product, is there a way for this to be accessible to a deal calculation.  My scenario is:

- I have added a flag to a product as I want to track certain product types

- I then create a custom property for the deal which is a calculation using SUM of ARR items which have line items with that flag above set.  However, I cannot select that flag from the dropdown when I do the COUNT.  

 

Is there a way to do this?  Even having NAME in the dropdown would be fine as I could put the text in the name and use that.

 

Thanks

0 Upvotes
Fee_Lee
Participant
I would like to have beta access to fix those newly added properties on line item to be displayed in quotation. Please help, thanks!!
0 Upvotes
MM2
Member

We need this as well: We have many items that fall under a base category but that come in different flavours and this needs to show up in quotes and reporting.

0 Upvotes
IWebster
Participant

I'd like to add my voice to those asking for the ability to set custom properties on line items.

 

In my case I am syncing deals to a e-commerce basket structure, I map baskets to deals and basket items to line items, being able to have the basket item id as a custom field in line items will make my life much easier.

0 Upvotes