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HazelJohnson
参加者

HubSpot Invoices - Bulk Updating

解決

The invoices module in HubSpot has been live for almost a year now. 


I'm working with several HubSpot clients that have a requirement to use the invoices function either natively in HubSpot or via an integration with Xero, NetSuite or QuickBooks. 

 

Every time i run into issues, primarily because there is no way to bulk update invoices through any of the normal methods:

 

  • The API does not allow for editing invoices, there are no endpoints for this. 
  • Workflows for invoices don't have any of the standard object functions such as 'Set Property Value'
  • There is currently no way to bulk import/bulk update invoices
  • There isn't a bulk way to edit properties from the invoice record view when selecting multiple invoices. 

 

This is really causing issues, has anyone come across ways to bulk update invoice properties? 

 

1件の承認済みベストアンサー
danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

HubSpot Invoices - Bulk Updating

解決

Thanks for the tag @janek - and hello @HazelJohnson. While I don't have a workaround for this, I would suggest adding your copy from here to an idea here and having folks upvote and comment for attention. Product manager monitor that forum and may consider an update if it's not already in the works. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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3件の返信
JordanNZ
参加者

HubSpot Invoices - Bulk Updating

解決

Leaving a message here to get a reminder if there are any updates on this.

We are setting up three sales teams in different regions and have integrated Xero and HubSpot to facilitate invoicing. We have run into a similar issue as there is no way for us to use Workflows to update invoice properties which means our sales teams must do this manually...

0 いいね!
danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

HubSpot Invoices - Bulk Updating

解決

Thanks for the tag @janek - and hello @HazelJohnson. While I don't have a workaround for this, I would suggest adding your copy from here to an idea here and having folks upvote and comment for attention. Product manager monitor that forum and may consider an update if it's not already in the works. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
janek
HubSpot進行役
HubSpot進行役

HubSpot Invoices - Bulk Updating

解決

Hi @HazelJohnson 

 

Thanks for reaching out to the Community!

 

I wanted to invite our subject matter experts to this conversation to see if they have advice.

Hi @Jnix284 @danmoyle @Alex_Elborn - Do you have any insight or recommendations for @HazelJohnson?

Thank you!

 

Best,

Jan