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: 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.

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
09-13-2018
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
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! 

73 Replies
ashley_milne
Esteemed Contributor

@Julia8888 Thanks for your email, looking forward to connecting with you! To answer for others here, yes, we can update existing data in Hubspot using your .csv file(s). As long as there is some unique identifier in your file (i.e. name, ID, email, phone, etc.) we can use whichever you need to match to your existing data and update those records for you.

 

Hope this helps! 

Leiter
New Contributor

Well...this feature is really a must. I didn't even think the premium CRM tool didn't asociated companies with deals. 

There is no way this is acceptable in any way. It's like having a car without one wheel. You still can sit in the car, but not going anywhere.

mas2124
New Contributor

I'm brand new to Hubspot and only using it becuase it is free because I work for a small company with limited resources. The fact that you can't associate Deals (equivalent of Salesforce Opportunities) to Companies (Salesforce Accounts) on import is ridiculous. This should be foundational to any CRM. If I had the resources to use the Hubspot API's, I probably wouldn't nee d a free service.

tkulyk
New Contributor

@AndyPitre

What is going on with this!?

This feature is an absolute must!

Please advise what is going on with this.

Clearly this is a major pain for your exisiting user base.

dtwing1
Occasional Contributor

This is not just a nice to have. It is absolutely mandatory capability, and quite ridiculous that it does not already exist. This should be a high priority. What gives that this is still not possible?

IvanKarp
Regular Contributor

Hi there!

 

As I pointed before, you may take a loot at Data2CRM. This service offers a CRM data import across different systems directly to HubSpot CRM together with the relations. Moreover, it provides the free demo import (allows to migrate some part of you data), users and module mapping, as well as possibility to restart migration over. 

 

Hope, my comment will be useful, thanks!

With repsect!

tkulyk
New Contributor

Hi there!

 

Isn't it ironic that HubSpot forces users to access another 3rd party service to provide a service that is standard for most other CRM's?

Bruamico Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

Gents

The beta update (copy contact do deal property and set deal property in workflows) is now rolled out for all accounts. For me, now it´s doing the trick and will save a lot of time!

Anyone else saw it?

 

Best,

tkulyk
New Contributor

Thanks @Bruamico

But that doesn't really help with the Deal Values directly. 

If it does, any help on how would be amazing!

Bruamico Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

@tkulyk, for me, it was hard to set and/or copy contact properties to deals. For example, if i want to set a deal origin per channel (ex:form page or social), or copy some form field into the deal, i couldn´t do it. With this upgrade, this is better now.

 

What is exactly your issue?