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!
@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.
@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.
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.
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.
Hey folks - my name is Ethan and I'm the product manager for the Products and Line Items team. I just wanted to let you know that this is on our roadmap for this quarter and, while I can't give you an exact timeline for release, I would expect that sometime next quarter (Q2'22) you will be able to import Deals into HubSpot with Line Items.
This particular feature probably won't have a wide beta. We'll test it it with a dozen or so teams, then we'll just roll it out to everyone on a percentage basis. I'll update this thread when we begin the percentage rollout.
As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.
I won't be doing this for everyidea, but most ideas above 25 kudos will get that treatment. Looking forward to getting this feature into your hands!
We have Deals for annual service contracts which have many line items which we need to import from our previous quotation system (Quotewerks). Currently it takes 10-20 times longer to generate a quotation in HubSpot due to the need to input line items afresh compared to updating an old quotation in Quotewerks ... so the service-team users really loathe using HubSpot for this purpose... an import of Line Items into a HubSpot Deal would be most welcome !!!!
We are new to Hubspot and as a media company need to import 12+ years of CRM data with thousands of line items. Even one new order can contain 100 line items! Very surprised this feature is not standard, as it is a necessity for so many businesses. Status update here? This thread has been going for over a year.
we were struggling with this as well. However, I actually found a pretty simple solution to it. Actually, 2 solutions:.
First of all, import all deals with Hubspot's deal import. Associate the deals with the correct company and contact person. Import all your products After that, export alle deals (in order to get the deal ID) and products (in order to get the ProductID). Create an google sheet / excel where at least the following information is found: line item description, price of the line item, deal id, product id.
After that
1. Solution based on Zapier (easier but more expensive one):
Create a zap that does the same as picture below. So you connect a Google sheet where all the line items are, including the items as stated above. AFter that, you create a line item in hubspot, where you connect all items of the line item with the correct items in the zap. After that, you use the ID that is created in step 2 (Create Line_Item in Hubspot) to create an associations with the deal. You can test and run the script, and after that it's just waiting for Zapier to fill your deals with line-items
2. Solution based on Integromat. (more difficult, but cheaper)
Create an scenario as stated below, where you use the Google sheet again.
The first HTTP request is a post HTTP request, where you create your line item with the items of GOogle Sheet. After that, you make an PUT Http request where you associate the create line item with an deal.
I know it's not ideal, but at least we can work with this CRM now 🙂
Yes rodericks thank you! I will dig in to this. Hate that we have to have this kind of workaround with what we're spending on Hubspot, but very thankful for you sharing this!
Thanks @rodericks - that Zapier workaround you suggested makes so much sense! We already use Zapier and HubSpot together, but I'd never thought of importing line items with a Zap. 10/10 to you for finding a solution - thank you and happy new year!
Hey folks - my name is Ethan and I'm the product manager for the Products and Line Items team. I just wanted to let you know that this is on our roadmap for this quarter and, while I can't give you an exact timeline for release, I would expect that sometime next quarter (Q2'22) you will be able to import Deals into HubSpot with Line Items.
This particular feature probably won't have a wide beta. We'll test it it with a dozen or so teams, then we'll just roll it out to everyone on a percentage basis. I'll update this thread when we begin the percentage rollout.
As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.
I won't be doing this for everyidea, but most ideas above 25 kudos will get that treatment. Looking forward to getting this feature into your hands!
