It would be great to be able to import deals with line items to update current deals with line items already in HubSpot, but also create new deals with line items.
Looking forward to hearing when this is available in Q2 '22.
It's good news that this would be available, but I am really shocked to find this is not yet implemented. I mean, what if you need to upload 200 deals on bulk, so you need to make their line items one by one? That seems insane...
Hey folks - as a heads up we're going to start rolling this feature out in the coming week. There's no beta or anything, it'll just be rolled out on a percentage basis to portals randomly. I'd recommend looking to see if you have it on Tuesday and trying it out. We should have it out to everyone by the end of the week after next week.
Does this also include exporting deals with line items to other programs? E.g. Connectwise? The Connectwise marketplace app already supports deals but not line items.
Hey folks - Ethan here again (PM for Products). I just wanted to let you know that you're now able to import Line Items along with Deals. The reason Line Items must be imported with Deals is that Line Items need an associated commerce object (e.g. Deals, Quotes, Payment Links, Subscriptions, Custom Objects) in order to make sense. Line Items only reflect what is being purchased and for how much, but not who made the purchase, when, etc.
Single object importissupported for Products, which imports Products into the Product Library. Those Products can then be used to generate Line Items on Deals, Quotes, Payment Links, etc.
At this time, we are only supporting Line Item <> Deal imports, because other commerce objects (e.g. Quotes, Subscriptions) do not currently support import. As those objects become available for import, Line Item import with those objects will come as well.
Head over to your portal and give Line Item import a try! If you have any questions or feedback, please comment here.
@MBHeffernan I don't have an example with fields/column headers, but I can tell you that the only required fields are Name, Quantity, and Price, which will be reflected in the KB docs soon. Our import manager has a pretty nifty UI for helping you match your fields to Line Item fields, so I'd just give it a shot and see how it goes. It's a pretty nice graphical interface - there's no unreadable red errors or something.
@IBrockschmidt the short answer is yes. Products and Line Items aren't actually formally associated, they're associated by Product ID. So, each Product has an ID property, and the Line Item has a field called "product_id" which is how you link Products <> Line Items.
@ethankopit Thanks for this feature. I'm trying to upload products with Term (in months) but I get this error. Property value '12' isn't valid (from column 'Term')
What values are expected for the Term field? Thanks.
EDIT: I was able to resolve this by putting in "P<Months>M" as the value.
@ethankopit, thanks so much for sharing the new workflow. I'm unfortunatley running into an issue when I try and import my line items. It looks like the Line Item Object is no longer valid in my account.
"'[ObjectCoordinates{portalId=******, objectTypeId=ObjectTypeId{legacyObjectType=LINE_ITEM}, objectId=**********}]' is not a valid LINE_ITEM ID (details: Failed to find objects with provided coordinates: [ObjectCoordinates{portalId=*******, objectTypeId=ObjectTypeId{legacyObjectType=LINE_ITEM}, objectId=**********}])"
GIven the comments and the difficulties importing line items with deals, it would make sense to have some sort of tutorial (or knowledgeabase) on how to do this now that it is available.
