CRM

APierre8
Participant

Uploading a list of deals by Hubspot ID to enrich the data

SOLVE

I have a Google Sheet of deals from Hubspot that we want to do some analysis on but are missing some key bits of information like days since last activity.

 

I'm trying to find a way to upload this list of deals back into Hubspot so I can then add more fields to the list and then export the list again.

 

Is there a way to import this list not to change or update the records in Hubspot but just to simply view the list of deals and hopefully add additional context to them? 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Uploading a list of deals by Hubspot ID to enrich the data

SOLVE

Hi @APierre8,

 

Yes, if you have the Record ID in your import file, there is a step during the import process where you can map it. HubSpot will then only update records where it can find this Record ID:

 

karstenkoehler_0-1699507697552.png

 

 

My screenshot shows the option for contacts but it's the same for deals.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Uploading a list of deals by Hubspot ID to enrich the data

SOLVE

Hi @APierre8,

 

Yes, if you have the Record ID in your import file, there is a step during the import process where you can map it. HubSpot will then only update records where it can find this Record ID:

 

karstenkoehler_0-1699507697552.png

 

 

My screenshot shows the option for contacts but it's the same for deals.

 

Best regards!

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.