Sales Hub Tools

DKahlon
Participant

Line Item import without Unit price

SOLVE

Question, Is there a way to import line items when we don’t have unit price but only net prices? I’ve experimented with formulas in spreadsheets, but I’m looking for a more efficient solution within HubSpot without modifying the spreadsheet. Any insights or thoughts would be greatly appreciated!

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Line Item import without Unit price

SOLVE

Hi @DKahlon,

 

When you import line items, the following are required and there isn't any way to work around that:

 

Name, Quantity, Price, and the associated deals' Record ID or Deal name. Include the product's Product ID if you're also associating the line item with a product, which will be mapped as a line item property during the import.

 

See here: https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#required-properties

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Line Item import without Unit price

SOLVE

Hi @DKahlon,

 

When you import line items, the following are required and there isn't any way to work around that:

 

Name, Quantity, Price, and the associated deals' Record ID or Deal name. Include the product's Product ID if you're also associating the line item with a product, which will be mapped as a line item property during the import.

 

See here: https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#required-properties

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Shubham_Sharma
Top Contributor

Line Item import without Unit price

SOLVE

Hey @DKahlon 

 

As witten in this article i can see that when importing line items with deals, the import will not update the deal amount. To update update the associated deal amount, you can manually edit the line items or associate the line items with a deal in HubSpot. 

 

Kindly go through this : https://knowledge.hubspot.com/import-and-export/set-up-your-import-file 

Shubham_Sharma_0-1718684243685.png

 

Let me know if this worked for you?

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