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
02-20-2019

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: 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
02-20-2019

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 Moderator
Re: CRM Deal Import - Automatically Associate with Contacts
02-20-2019
CRM Deal Import - Automatically Associate with ContactsHubSpot Product Team
changed to: In Beta
02-20-2019

73 Replies
davidrevis
Regular Contributor

I've been using the Import2Wizard from https://www.import2.com

It's really good, you can import deals associated with contacts and companies very easily. You can even import notes onto the timeline on contacts companies and deals. Free for under 100 records at any one time and then something like $100 for 25,000 credits for large imports (where one record = a credit).

markkofman
Top Contributor

@davidrevis FYI Import2 Wizard free tier allows you to import into HubSpot up to 1,000 rows per day, so you will be able to do much more without any purchase. 

PedroVV
Occasional Contributor

Any news?

PaulB
Occasional Contributor

Any update on this?

MannyO
New Contributor

Absolutely agree. We have hundreds of deals in our system & are planning to import lots more. When deals are exported, there are columns for associated deals and contacts, so naturally, it makes sense to have those fields in import (or at least the ability to map them). Not sure how HubSpot missed this

marshah
Regular Contributor

Are they going to update this functionality or do we just continue to be frustrated? If I tell my sales team they cannot associate deals with contacts and companies except by manually editing them they are going to revolt!

Prague_Bill
New Contributor

Ok, here's a relatively simple way to do this with some scripting:

1) Create ContactID property for all users (use API to copy internal unique "vid" for Contact to visible unique "hsid" property)

    Automate this with a cronjob to update every 5 or 15 or 60 minutes or once a day as makes sense.

    (I created a SmartList to return blank hsid's so I wouldn't recopy existing id's).

    There's some PHP code on internet, but I rewrote simpler in Python.  ("requests" & "json" libraries are your friend)

2) Do the same for internal dealId (note capital in varname) to visible "hsdealid" property

3) Write a script that searches for your Deal Name to fetch hsdealid, and hsid for your Contact's email address.

     Then call the Deal API associate_deal method that associates that dealId (hsdealid) to that email's vid (hsid)

4) Lather, rinse, repeat (i.e. loop over csv, or over spreadsheet using Pandas, or....)

     You can also use Webhooks, et al, but may be dangerous if you're sending unverified emails to update.

mcanady
New Contributor

Just another note to say this is an important feature that should be available in Hubspot CRM.

PMike
New Contributor

+1. I'm surpised this was first mentioned 16 months ago. If you want to do a transition from another CRM and you have so many leads and history, being ablo to import this is evidently crucial.

jewsbur0
Regular Contributor

Really surprised that this was supposed to be looked at over a year ago according to Andy Pitre's message from ‎04-04-2017 and still not resolved. Really disapointing from Hubspot