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
Status updated to: Delivered
Feb 20, 2019

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

Re: CRM Deal Import - Automatically Associate with Contacts
Sep 13, 2018
Re: CRM Deal Import - Automatically Associate with Contacts - changed to: In Beta
Sep 11, 2018

Re: CRM Deal Import - Automatically Associate with Contacts
Aug 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! 

Status updated to: In Planning
Apr 4, 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.

74 Replies
New Contributor

uh, I think it's resolved with my comment if you have someone who can do some easy Python API programming.

Occasional Contributor

Hi! Tha's a very important thing, particularly as we've started pitching Hubspot to ecommerce clients

Thanks

Regular Contributor

So this is over a year old and no action yet.  Any update?  It really shouldn't be that difficult.  This seems pretty basic.

 

I shouldn't have to bug my programmer each time I want to upload deals and associate them with a contact.

 

Thanks!

New Contributor

Is there an update on this? This is a pretty old request and has been in "planning" for a while.

HubSpot Moderator

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! 

Regular Contributor

I have filled out the form and am really looking forward to having this capability!!  It's huge when you have 100-200 different deals to important. 

 

Thanks! 

Regular Contributor

we also need this feature. thanks.

Status updated to: In Beta
HubSpot Product Team
 
Occasional Contributor

Good to see that this feature is in beta, our organization is really hurting because we don't have the ability to import associations.  If it is possible, sign me up for the beta.  I want to help this feature release ASAP.

HubSpot Moderator
Occasional Contributor

We would love to beta test this!!! Please let us!!

Regular Contributor

This is now in Beta.  There is another similar post that has the information on how to get signed onto the Beta.

 

Status updated to: Delivered
HubSpot Product Team

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

Regular Contributor

We really need to automatically associate new contacts with deals that are related to the company their email domain matches.