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
Eumari
Regular Contributor

Definitly a must have! Doing one by one does not saves anyone's time which is the primary promise of hubspot. 

RyanRoberts
New Contributor

One would think that a "CRM" would allow you to associate deals with contacts automatically.  Basic database relationship.  Step it up Hubspot.

Hen
New Contributor

We need to bulk upload deals every month, but at the moment we have to attach the deals manually to each contact, as you can't upload emails onto the deals. This obviously takes a lot of time!

 

Is this something Husbpot would consider changing?

FTSunny
Visitor

We are also in need of this feature. It has been10months since the ticket was created. Any updates?

confidentmac
Regular Contributor

@FTSunny, see my previous replies regarding working with Import2.

Dustin-T
New Contributor

@confidentmac, Import2 starts out at $500 for only 10,000 records. This is not a viable option for me. Especially when I'm already paying for Hubspot and this is a very simple database relationship feature. Any update on when this will be available?

 

Thanks!

ashley_milne
Esteemed Contributor

@Dustin-T The Import2 Wizard has a different pricing structure than the full-service migration you refer to. It is only $100 for 25,000 credits (or free for smaller files!)

 

Feel free to reach out if you have any questions, we're happy to help

Julia8888
New Contributor

Hi all, same issue.

 

We have files with around 3000 contacts and 3000 deals. Ashley, I sent you an email at import2. The issue is the matching when the data is in hubspot of course, because we currently operate the data in excel and can have the deals and the contacts files ready (but which column would be used for the match ?). I don't know if Import2 or other tools can work directly in hubspot to merge the files.

 

best,

 

Julia

jennhh
Regular Contributor

This is a MUST for our business. I am having to manually assign deals and it's incredibly time-consuming and messing up our reporting. 

jmcallister925
New Contributor

This is total bull**bleep**. Hubspot has been telling me that they would have this "elementary CRM issue" good to go since 2015!!! Get it together Hubspot!! It's 2018 and we cant upload deals with associated contacts??? Unbelievable....