CRM

MarkusHue
Contributor

Importing deals (with line items) into HS, Deals

SOLVE

Hi all,

i´m going to import historical and current deals into HS. How can i identify and match line items to a certain deal and deals to contacts (contact ids). Which parameters and properties i have to use here?  We know some id´s like contactid, dealid. In the deal-api description i can read about these ids:

* from id
* to id
* type
* fromObjectType
* toObjectType

 

But cannot find any description of these ids?

 

Has somebody any assistance / guidance on this topic?

Best Regards

 

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

Importing deals (with line items) into HS, Deals

SOLVE

Hi @MarkusHue,

 

HubSpot is currently rolling out a feature to import line items:

 

karstenkoehler_0-1648618830292.png

 

 

More information in this update by Kyle Jepson in this LinkedIn post.

 

If this answers your original question, you can make it easier for others to find this information by accepting my post as a solution. I'd appreciate it!

 

Have a great day!

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.

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0 Upvotes
4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Importing deals (with line items) into HS, Deals

SOLVE

Hi @MarkusHue,

 

HubSpot is currently rolling out a feature to import line items:

 

karstenkoehler_0-1648618830292.png

 

 

More information in this update by Kyle Jepson in this LinkedIn post.

 

If this answers your original question, you can make it easier for others to find this information by accepting my post as a solution. I'd appreciate it!

 

Have a great day!

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
MarkusHue
Contributor

Importing deals (with line items) into HS, Deals

SOLVE

Hi @karstenkoehler 

yes, thanks. I´m already on it (do have several questions, already in contact with the support team to clarify). I´ve seen the video, too. Many thanks for info. Wish you a perfect day! BR Markus

0 Upvotes
LouiseGlover
Contributor | Partner
Contributor | Partner

Importing deals (with line items) into HS, Deals

SOLVE

Hi there! 

I'm unsure how to provide an exact answer to your problem, however, the below documentation should point you in the right direction. 

Here's a list of all contact properties https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties 

As well as the Developer Docs for the Properties API - https://developers.hubspot.com/docs/api/crm/properties?_ga=2.121624264.1398456154.1637626942-4181417...

Hope this helps!

PamCotton
Community Manager
Community Manager

Importing deals (with line items) into HS, Deals

SOLVE

Hello @MarkusHue thank you for providing details of what you are looking for! I wanted to invite you to this conversation @Dan1 @MiguelGalvis @LouiseGlover any recommendations to @MarkusHue topic?

 

Thank you,

Pam

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