CRM

dougfairbro
Contributor | Diamond Partner
Contributor | Diamond Partner

How to bulk associate files with deals?

SOLVE

Apologies if this has been answered before but I couldn't find a definitive answer anywhere so thought I'd ask anyway.

 

I've migrated an associates CRM over to HubSpot all fine and dandy, however they want to bulk upload files and associate these with the relevant deals.

 

I've managed to get the files into HubSpot (approx. 1900). However, I can't seem to figure out how to automate/bulk assign files to their deals as attachments. There are approx 1,100 deals so I do not want to spend several days manually attaching the files as it's simply not productive however they need the files for their reference process.

 

Has anyone come across this challenge before? Managed to solve it? Any help would be greatly appreciated!!

 

Thanks

D

2 Accepted solutions
DarianVretenar
Solution
Participant | Elite Partner
Participant | Elite Partner

How to bulk associate files with deals?

SOLVE

Hi @dougfairbro 

 

I had a similar situatuon few weeks ago. 

 

I used Files API, Engagemnts API and Search API.

 

Let me know if I can help you with it: https://web.internetekspert.hr/meetings/vretenar

 

Kind regards,

Darian Vretenar

View solution in original post

SalesBrush
Solution
Contributor

How to bulk associate files with deals?

SOLVE

You're welcome! I've done a number of such migrations through Import2
It's a paid service, but they get the job done. 

View solution in original post

5 Replies 5
SalesBrush
Contributor

How to bulk associate files with deals?

SOLVE

Hi @dougfairbro !

The only way to do that is over API. If you do not want to spend your time on it - there are services that can help you bulk upload files and associate those to relevant contacts, deals. 

dougfairbro
Contributor | Diamond Partner
Contributor | Diamond Partner

How to bulk associate files with deals?

SOLVE

Thanks! I figured might be the case, haven't been able to find any services that you mention - do you happen to have any you would recommend? Thanks again!!

SalesBrush
Solution
Contributor

How to bulk associate files with deals?

SOLVE

You're welcome! I've done a number of such migrations through Import2
It's a paid service, but they get the job done. 

DarianVretenar
Solution
Participant | Elite Partner
Participant | Elite Partner

How to bulk associate files with deals?

SOLVE

Hi @dougfairbro 

 

I had a similar situatuon few weeks ago. 

 

I used Files API, Engagemnts API and Search API.

 

Let me know if I can help you with it: https://web.internetekspert.hr/meetings/vretenar

 

Kind regards,

Darian Vretenar

dougfairbro
Contributor | Diamond Partner
Contributor | Diamond Partner

How to bulk associate files with deals?

SOLVE

Thanks Darian, figured it'd be an API situation, I'll book some time with you now