CRM Deal Import - automatically associate products

Products is new - but data entry for products takes a lot of time - especially when we have excel lists of partners who purchased X products during Y month. With the products feature, the CRM will now automatically calculate the value of the products, instead of having to compare them with a price list.

 

Please add the ability to associate products with a deal in a CRM deal import.

 

Of course, I would expect deal imports to attach companies/contacts before this idea would be developed. 

15 Replies
Top Contributor

I would like to see a way to import the relevant products to deals.

We've created products so those will be used going forward, but we need to update existing deals with these products and it would have been way easier to do it on a spreadsheet and then import @hroberts

HubSpot Product Team
HubSpot Product Team
updated to: In Planning
 
Regular Contributor

I agree

Occasional Contributor

Need this option too

Visitor

Make it happen. This seems like it should have been updated last year...

New Contributor

Calling for this option. Please share the timeline if there is.

Regular Contributor

Yes, this would be an amazing feature to have for switching historical deals from a custom property of Product to using this awesome new Products tool.

New Contributor

Still waiting @hroberts for import the relevant products to existing deals. Please have a look and let us know if its possible. Will be really useful 🙂

HubSpot Product Team
HubSpot Product Team
updated to: Idea Submitted

Hi all - I'm going to set this back to Idea Submitted. Our CRM team did build and release the ability to associate objects upon import, but unfortunately, Products were not included as part of that. I'll continue to advocate for this and update here when there is news!

New Contributor

Thanks @hroberts

Regular Contributor

Definitely need the ability to associate products to deals during import, surely must be a basic requirement for most migrations. Major headache otherwise having to add them afterwards.

HubSpot Employee
HubSpot Employee

Upvoting this on behalf of a customer!

 

They're excited to use more reporting in 2020, and had wanted to associate existing deals with existing products in their portal. I do know that it's possible to associate deals and products using APIs (Line Items API https://developers.hubspot.com/docs/methods/line-items/line-items-overview). However, it'll be real sweet if it's possible to associate them through imports, workflows or using the "bulk edit" option on the Deals homepage. 

Occasional Contributor

Yes would love for this to be prioritized. Without this option, we are unable to use the Products feature (as we will need to update 2k+ Deal cards with associated products)

Occasional Contributor

I would love to see this as a HubSpot feature on an upcoming release, it would save me a lot of time

Regular Contributor

How has this not been fixed? It is a major gap for any migration and even more so now that:

i) there are new ACV, TCV, MRR properties calculated automatically for deals based off the associated products

ii) the new reporting enables seeing evolution of total pipeline value (which is derived from individua deal value which  is derived from the associated products)