APIs & Integrations

DerekE
Member

Deal Importing and Updating

I am not a developer but my company would like to import orders into hubspot.
Is there a way to automate the deal import and update without having one of our programmers
develop an API? We currently work with another company for processing order quotes and we send them a file daily to there ftp site which uploads to their system and updates existing orders.
Is there a similar option with Hubspot?

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2 Replies 2
Dadams
HubSpot Employee
HubSpot Employee

Deal Importing and Updating

Hi @DerekE

We do support importing CSV files, but you’d need to do the import from inside the HubSpot app. We don’t have a way to import a file through an FTP upload.

How do I import deals to the CRM?

Learn how you can add deals to the HubSpot CRM in bulk.

If you’re specifically looking to update deals, you would need to use the Deals API, as the import does not have a way to deduplicate to existing deals.

Update a Deal | Deals API

PUT /deals/v1/deal/:dealId - Updates the existing deal with the id :dealId with the properties as specified by JSON in the request body, using the same properties format as above. Returns JSON representing the updated deal.

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DerekE
Member

Deal Importing and Updating

ok! thanks for the info, appreciate it!

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