Allowing users to decide the criteria for de-duplication of Deals
Hi,
Hubspot has the feature of creating "Deals". My company wants to exploit this feature better but is currently facing a big issue with "Importing Deals". Our company gets a lot of projects on a daily basis and we maintain the records via excel sheets. Each day new records are created and occasionally, old records are updated (for example: The revenue earned out of a deal might change, depending on the status of the deal).
We'd like to import the same excel sheet everyday to create newdeals and update existing deals. But here is a problem:
If we import a sheet and import it again the next day with a few changes, the second import will create new deals instead of updating the existing deals because Hubspot de-duplicates existing deals on the basis of the Deal ID. Each import assigns new Deal IDs to every entry regardless of other information in each entry. Now, our company assigns a Project ID (PID) to each project. Once assigned, the PID will not change for a project. SO THE SOLUTION I PROPOSE is that Hubspot should allow the user to set the property for the de-duplication process. That way, for my company's case, we can select the PID as the criteria for de-duplication and allows us to simply update entries to the same excel sheet and import it whenever required.
THE SOLUTION AS ON DATE is cumbersome and has potential for errors. We would have to first import a sheet, then export the same sheet once Hubspot has created a Deal ID for each entry. Hence forth, each time changes need to be made, we will have to first export the excel sheet from Hubspot which contains the Deal ID and then make changes.
Please look into the matter and see if the solution is viable.
This is definitely a problem that we see a lot at Insycle. HubSpot's deduplication features are great but there are some limitations regarding the field that you can use to dedupe and that is present across all data types. I don't think there is an exact way to solve your problem currently using HubSpot's base feature set.
Using Insycle, you can merge duplicate deals using any data field including Deal ID, deal name, description, owner, and stage. You should be able to identify and bulk merge duplicates using a Project ID field as well without issue.
I agree with Ishmeet, I wanted to do a nightly bulk upsert of Deals via CSV, using the HubSpot API, but the deduplication for Deals is limited so I had to abandon using CSV. As a workaround I use API calls, in a loop, for each Deal instead.
