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

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: In Beta
02-20-2019

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: Delivered
02-20-2019

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

73 Replies
tkulyk
New Contributor

@Bruamico

Thanks for the clarity!

We're trying to pull deal data from the deal export and paste it into existing company profiles and vice versa.

We have been using HS for a while and just realized that the data is only contained in one area and not synced even with association.

 

Bruamico Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

@tkulyk i see. We should be able to import and export deals containing all the information, with contacts and companies associated. Well, i hope this is the next step to make HubSpot CRM more professional, but i´m happy with today´s update, i think they´re getting there!

 

Best,

tkulyk
New Contributor

@Bruamico

Totally agree! 

Unfortunately, we're considering our options now as this is a big time suck (to manually move the data over)....

Hope HS can get this functionality sooner than later.....

TashaDalBianco
Occasional Contributor

Really keen to see this as a feature - has anyone had success with the third party migrations applications? 

dtwing1
Occasional Contributor

I am migrating from SugarCRM. I was testing the migration  with on of the two online migration services. They do not associate contacts to deals unless you do a custom migration.

 

I have a developer integrating my website via APIs to create contacts from registration, deals from online sales, and log some other activity in a third pipeline. We already had the ability to link conacts and deals via these APIs, so I had him make the connections via the API from exported data from both Hubspot and SugarCRM. I would imagine he could do the same thing with exported deals from Hubspot and rather than import them back unlinked to Deals, write them back via the API and make the connection automatically.

 

Anyone interested, contact me. The developer is a contractor to me and very cost effective. 

 

Once we did this work, we were so close, we are now doing the entire migration through the APIs. We will wrap this up this week, so I would share the contact if you want to try this method.

Daniel3
Regular Contributor

For online sales, we did the Zapier integration and it works fine so far. I just can imagine if you have a huge number of deals coming in from a 3rd party in an excel sheet, that would be a nightmare especially when new data comes in on a daily or regular basis.

markkofman
Top Contributor

@dtwing1 You mention that you’ve tested third-party services. I wanted to clarify here that with Import2, the ability to associate Deals and Contacts is included in both of our products CSV Import Wizard and Data Migration) in both the free and paid options. There is no extra cost to be able to link your records together when importing.

Zapponi
New Contributor

Please, we need this right now

IvanKarp
Regular Contributor

@Zapponi hi! please contact data2crm techs, they are able to do it! Thanks

tkulyk
New Contributor

 @IvanKarp - I realize that it's likely your business model for HubSpot to not have this functionality, but for users / subscribers of Hubspot, this lack of functionality is highly suspect and frustrating....