Manualy importing deals and products

[gautemercell]

Hi, 

We are moving from all of our historical sales and new sales from an old CRM to HubSpot. The first move will be manual import and I want to associate deals with products. However, I can't seem to find a good way to do so. Do any of you have a way to solve this or have some tips or tricks to help me in the right direction?

Cheers, 

Gaute 

[sharonlicari · Accepted solution]

Hey @gautemercell 

In this case, we have 2 options ahead of us -

1. Manually associate a product(s) to each deal in HubSpot by following the step-by-step guide here.
2. Use the Associate CRM Objects API to bulk associate your products to deals. The definitionID in the API to associate line item (product) to deal would be 20.

I hope this helps.

Thank you,

Sharon 

[gautemercell]

Thanks @karstenkoehler ! I've already tried this new feature and it works quite alright. This is a feature I have been waiting for for a very long time!

[karstenkoehler · Accepted solution]

Hi @gautemercell,

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

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!

[ki392]

@Brianna_Maze we ended up going with a different CRM solution for other reasons, but check out Import2Wizard! unfortunately it's a paid product, and depending on how many records you need to associate it can get pricey. that was the only solution that we were able to find for this issue. good luck!

[Brianna_Maze]

Thank you!

[sharonlicari · Accepted solution]

Hey @gautemercell 

In this case, we have 2 options ahead of us -

1. Manually associate a product(s) to each deal in HubSpot by following the step-by-step guide here.
2. Use the Associate CRM Objects API to bulk associate your products to deals. The definitionID in the API to associate line item (product) to deal would be 20.

I hope this helps.

Thank you,

Sharon 

[gautemercell]

Hey @sharonlicari, 

Thanks for getting back! This helps a lot. We will hopefully be able to do what we need to do. 

Cheers, 

Gaute 

[kelseyingram392]

@gautemercell were you able to mass import your products and associate them with historical deals? looking to do the same thing and hoping it's more straightforward than it seems

[gautemercell]

@kelseyingram392 we were not able to do so. However, we set up a microservice to allocate products to historical deals. If you´re looking to do the same? Let me know and I can try to set you up with the team that made it possible. 

[kelseyingram392]

Hey @gautemercell that would be really helpful. We're importing historical data, and also need to figure out some integrations with other payment processing platforms going forward that would associate products with deals, so we need both a historical and ongoing solution. Feel free to private message me! 

[Brianna_Maze]

@kelseyingram392 and @gautemercell Would love to learn how your team did this! Looking to acomplish for a client.

[gautemercell]

Hi @Brianna_Maze , we ended up accociating deals with products throught the Associate CRM Objects API. That worked quite well. 

[Brianna_Maze]

Thank you!