CRM Deal Import - Automatically Associate with Contacts

We need the ability to automatically associate deals with contacts/companies during the import process.

 

We have thousands of deals that have been completed for the current year.  Our service is provided on an annual basis.  We need the ability to create new deals that incorporate some properties from our completed deals in the prior year.  It appears this is easy, as we can export our completed deals, make the necessary changes in Excel, and them re-import into HubSpot.

 

However, there is not currently the ability to automatically associate the imported deals with their contacts/companies.  Doing this manually in not a viable option due to the high number of deals.  

HubSpot updates
CRM Deal Import - Automatically Associate with ContactsHubSpot Product Team
changed to: Delivered
02-20-2019

As of the end of 2018, this is live in all portals! Thanks to everyone for the feedback.

CRM Deal Import - Automatically Associate with ContactsHubSpot Moderator
Re: CRM Deal Import - Automatically Associate with Contacts
09-13-2018
CRM Deal Import - Automatically Associate with ContactsHubSpot Product Team
changed to: In Beta
09-11-2018

CRM Deal Import - Automatically Associate with ContactsHubSpot Moderator
Re: CRM Deal Import - Automatically Associate with Contacts
08-29-2018

Hi all,


Thank you very much for your patience on this issue. But, I'm excited to let you all know that the ability to associate objects on import is currently in a private beta. If you are interested in participating, please fill out this form to gain access to the beta and we will be in contact if our beta product is a good fit for you. Please provide as much detail as possible. 

 

Thank you! 

CRM Deal Import - Automatically Associate with ContactsHubSpot Product Team
changed to: In Planning
04-04-2017

We are planning several improvements to importing in HubSpot. One of the big ones is making it possible to associate contacts, companies, deals and activities (notes, emails, calls, meetings, tasks) to each other during import. This functionality is currenlty possible through HubSpot's APIs, but we want to make it easier for everyone to doas part of our import flow.

73 Replies
MiguelH
New Contributor

@AndyPitre What is the ETA for the automatic Deal->Contact association feature?

 

I'm loving Hubspot so far but this would save us literally hundreds of hours!

 

Looking forward to an update.

 

Thanks!

 

Miguel

 

confidentmac
Regular Contributor

Contact Ashley Milne at Import2 for help with this in the meantime.

Daniel3
Regular Contributor

I have the same issue. As much as Hubspot helps me to be more efficient, this missing feature takes it all off again. Another option or something related to this, is to automatically roll up deals that are associated to contacts to the higher hierarchy which would be the company.

confidentmac
Regular Contributor

Ashley Milne at Import2 reached out to me two weeks ago and offered to import my deals into Hubspot and associate them with Companies/Contacts using a new tool they're developing. I had 750 deals from the last few years that I wanted to import so I could start doing some analysis on my customers.

 

Import2 did a great job with this import! They even shared reporting errors that helped me resolve some inconsistencies with contact info in my database, and rolled back and reimported my lot after I'd corrected the errors.

 

I hope Hubspot is able to grow from a partnership with Import2, or if Import2 is open-sourcing the code, or by acquiring the tool, or some other scenario that improves the lives of its customers.

jstahl
Occasional Contributor

Certainly a feature that is needed in the system. Would save a lot of time!

datafreak
Visitor

Just spent three hours creating a database and adding properties and was ready to import.

Finding out that I can't import Companies and Contacts at the same time is a deal breaker for me.

I was hoping to bring on 5-10 users to start off but doesn't look like that's happening.

Can't believe that in this day and age you don't have the ability to do that.

Salesforce it is 

confidentmac
Regular Contributor

@datafreak Did you see my post two before you? Are you needing to import deals regularly or just right now with your data archive?

azoreslabs
New Contributor

Any estimated time for having this working? It would be a huge help! Thanks.

confidentmac
Regular Contributor

Once again, contact Import2 for this service for now.

IvanKarp
Regular Contributor

Hi @azoreslabs I think you may also try to use Data2CRM service, it's worth to try! With respect!