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
changed 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
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! 

changed 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.

73 Commentaires
Nouveau contributeur

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

Contributeur occasionnel

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

Thanks

Contributeur régulier

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!

Nouveau contributeur

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

Modérateur HubSpot
Modérateur HubSpot

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! 

Contributeur régulier

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! 

Contributeur régulier

we also need this feature. thanks.

Équipe de développement de HubSpot
Équipe de développement de HubSpot
Statut mis à jour : In Beta
 
Contributeur occasionnel

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.

Modérateur HubSpot
Modérateur HubSpot
Contributeur occasionnel

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

Contributeur régulier

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

 

Équipe de développement de HubSpot
Équipe de développement de HubSpot
Statut mis à jour : Delivered

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