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

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Occasional Contributor

 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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Resident Expert

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


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

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Resident Expert

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

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Occasional Contributor

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. 


Reply
0 Upvotes
Highlighted
Resident Expert

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


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

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Occasional Contributor

Ok that is indeed quite a drawback.

Thanks for your reply!
Benjamin