Deal mass import, and long term updates work flow
Mar 12, 2019 10:43 AM - edited Mar 12, 2019 10:44 AM
I am tasked with importing 15k transactions into deals. Our structure is typical I believe, 1 Sales pipeline, ~7 stages, and various properties per stage. Our deals are attached to contacts only, 1 contact -> N deals. After the initial import there will be ~100-150 deals per day.
Q: I have no way of knowing if a contact/vid exist for a customer, should I first hit the API and search for the email address and look for a potential contact, save the vid and then import the record? I'm thinking I would first just search for the 15k contacts ( chunked ) and store the vids locally keyed to email address. And then local lookup/match during import as each Deal/transaction does have an email address in the record.
Q: The update endpoint for a deal requires knowing the deal id, not a shocker, though it does infer that I need local storage to save all known deal ids after they are created. Is there any way around storing this data that doesn't amount to hundreds of search calls? There is no automagic create or update for a deal correct?
Q: Long term, it appears that I will need to be storing all Deal ids and all Contact ids locally. This seems like a lot of duplication, and I truly want no part of doubling up data, storage maintenance, etc...
Are any of these assumptions wrong?
Trust me, I am happy to be wrong on any or all of these points if there is a better strategy to long term Deal management over the API. No human is ever going to touch these in HubSpot fyi, so everything has to be automated ( API wise ). I do know the initial import is going to have to bleed into HS slowly ( no batch for create deal I believe ).
Is there a better way to do any/all of this, in both the initial import and long term creation and updating of Deals via the API.