CRM

jholee
Member

Having Errors Importing Despite Mapping Required Properties

SOLVE

Even though I've already mapped all properties in 'deal stage', it says 'not able to import'. I was wondering what I might be missing?  

jholee_0-1720401154198.png

jholee_1-1720401164704.png

 

 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Having Errors Importing Despite Mapping Required Properties

SOLVE

Hi @jholee,

 

The 'Deal stage' alone is not sufficient – you also need to map a 'Deal name' and 'Pipeline'. In your last screenshot, pay close attention to the 'Map all of'.

 

HubSpot cannot create a deal from the deal stage alone. A deal stage name might occur in multiple pipeline, hence the pipeline specialisation is needed. A name for a deal is required as, I assume, they're otherwise not distinguishable in the CRM.

 

Add columns for both in your import file, specify a name and the deal pipeline, and it should work.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Gaurav_Aggarwal
Key Advisor | Partner
Key Advisor | Partner

Having Errors Importing Despite Mapping Required Properties

SOLVE

Hey @jholee 

 

As I can see in this screenshot: 

 

truva_0-1720417519458.png

 

Until your properties don't map in the CRM there will be no successful import make sure you have added the deal name and pipeline column in your import file 

 

Further, you can go through this article here to understand how to troubleshoot most common import errors in HubSpot: https://knowledge.hubspot.com/import-and-export/troubleshoot-import-errors#:~:text=associated%20in%2...

 

If you found our post helpful in resolving your query kindly mark it as an accepted solution!

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Having Errors Importing Despite Mapping Required Properties

SOLVE

Hi @jholee,

 

The 'Deal stage' alone is not sufficient – you also need to map a 'Deal name' and 'Pipeline'. In your last screenshot, pay close attention to the 'Map all of'.

 

HubSpot cannot create a deal from the deal stage alone. A deal stage name might occur in multiple pipeline, hence the pipeline specialisation is needed. A name for a deal is required as, I assume, they're otherwise not distinguishable in the CRM.

 

Add columns for both in your import file, specify a name and the deal pipeline, and it should work.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes