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

73 Replies
sockclub_custom
Occasional Contributor

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

Evans4316
Regular Contributor

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

 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

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