HubSpot Ideas

ybn

Import deals with line items

It should be possible to import deals with line items

67 Replies
ethankopit
HubSpot Product Team

Hey team - thanks for the patience. Here is a knowledge base article covering how to import objects into the CRM, including Line Items: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file

 

We don't have a specific KB on Line Items, they are just called out (e.g. here in property requirements) among the other objects. If you're having trouble or experience any sort of error, I'd recommend placing a support ticket because then (1) our support team can get back to you ASAP and (2) if there is a bug, it will be triaged to our engineering team immediately. Thank you!

GJadhav6
Member

Hello, Is this available now?

MarkusHue
Contributor
DFenton
Participant

How about importing multiple different line items with one deal?

It would be so much easier if we are able to import multiple different line items with one deal. Right now it's so time consuming because if one contact orders 2 different products/services from us, then I have to manually sift through the excel to find those contacts and enter those deals manually and separately before importing the contacts that only ordered 1 product/service from us in bulk. 

VCheung
Contributor

The issue I'm finding amongst the many basic features missing is I have to manually update all the line items to all previous deals which is just unrealistic.

 

The current import function can only create new line items but not update existing line items "associated" to deals which makes the import pretty much useless.

froettgen
HubSpot Employee

Upvoting for a customer who needs to import multiple line items to their existing deals. With the current solutions this is a lot of manual work and they'd love to have the ability to bulk import multilple line items. 

LWiart1
Participant

Hi @ethankopit,

 

Do you know if it is possible to 

 

Hi @agirard,

 

Do you know if it is possible to import a CSV with 1 deal per line and several products / Line items for the deal?

 

Example product library :

Product 1 with ID 1803331234

Product 2 with ID 1803331235

Product 3 with ID 1803331236

 

And CSV to Import :

Deal name | Line items

Deal 1         | 1803331234; 1803331235; 1803331236

 

 

I know it is possible to import several values for property "multiple checkbox" by having a semi-column separated list of items for the property.

So I hope it is in some way possible for a Deal with several Products / Line items.

 

Thanks