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I can't import new deals in bulk (deals that don't have a Deal ID yet)

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 When importing multiple new deals that don't have a Deal ID yet, I get the error message '' is not a valid deal ID (from column 'Deal ID')
Should I just make up a new deal ID in order for the deals to be created, or is manual input the only way to create the deals? 

On another note,  for existing deals, if I try to update multiple deal stages through .csv import, hubspot errors with: "Can't process 'Commercial Proposal Sent' into an unambiguous enumeration option (from column 'dealstage')"

Can anybody help me with this?
Thanks!
Benjamin

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Gotcha. Here's the thing, your NEW 'imported' deals will not be auto-associated with any contacts or companies in HubSpot. As long as you're good with that, see Set up your import file and download the Deal Sample Spreadsheet [download].

(see image)hubspot-import-deals-new.png

 

 

 

You may wish to start by importing just a couple deals to see how it will work for you. The HubSpot NEW deal import process can be very time-consuming. (not recommended) Actually, just faster to create the deals directly in HubSpot, so they're properly associated with the corect contact/company entities. (important)

 

Hope that helps.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


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It would be helpful to know the original source of the Deals.csv. Where are these deals from?

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Not necessarely an export from another system, as it would be just written down in excel to be added more quickly into Hubspot than to input every deal separately. 


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Community Thought Leader

Gotcha. Here's the thing, your NEW 'imported' deals will not be auto-associated with any contacts or companies in HubSpot. As long as you're good with that, see Set up your import file and download the Deal Sample Spreadsheet [download].

(see image)hubspot-import-deals-new.png

 

 

 

You may wish to start by importing just a couple deals to see how it will work for you. The HubSpot NEW deal import process can be very time-consuming. (not recommended) Actually, just faster to create the deals directly in HubSpot, so they're properly associated with the corect contact/company entities. (important)

 

Hope that helps.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


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MFrankJohnson.com | Connect on LinkedIn

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Ok that is indeed quite a drawback.

Thanks for your reply!
Benjamin

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Q: Can we import notes into HubSpot contact records? Can I associate Deals?

 

Short A: Yes.

 

Longer A:

Beginning in December, the ability to import notes into HubSpot is now built-in fuctionality. AND you can now associate deals with contacts.

- see Everything You Need to Know About the New HubSpot Import

hubspot-import-notes-14-dec-2018.png14-Dec-2018: HubSpot Import Notes 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author "Perfect HubSpot" Series


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There is a possibility to associate deals to existing contacts while importing from a CSV with a third-party solution Import2 Wizard.

Once you upload a CSV with deals, on a mapping step you can map the link to contacts. Here is a quick video overview of how it works: https://youtu.be/t43LluoZI0I.

 

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