Adding Transaction Data To Hubspot

[AValentine]

I am looking to add transaction data from our ERP to Hubspot through manual upload, but do not know the best way to go about it.

I have attached a screenshot of a sample file that we'll be uploading. At the highest of levels, I would like to be able to add all of this transaction data to a company profile, in a format that will work with the date picker in Hubspot.

So whether I do sum in excel, or use roll up and calculated fields, what is the best way to get this data into Hubspot, under the correct company, and rolled up so that we can use the date range picker to do by day, yesterday, this quarter, etc... in reports.

HELP!

[victoriahcw]

To get your ERP transaction data into HubSpot and make it reportable by date, the best approach is to use a custom object (e.g., "Transactions") linked to your company records. Make sure your data file includes the company domain or ID, a transaction date (formatted as YYYY-MM-DD), and the transaction value. Once set up, you can import the data via HubSpot’s import tool, map each transaction to the custom object, and associate it with the correct company. This will let you use the date range picker in reports for views like “Yesterday” or “This Quarter.”

If you plan to do this regularly, Coefficient can help you automate the process. It connects your spreadsheet directly to HubSpot, so you can sync transaction data in real time, roll up values, and keep everything up to date without manual uploads. It’s a fast, no-code solution that saves time and reduces data errors.

[RubenBurdin]

There are now additional options on how you can add this data into HubSpot, aside from Deals. You can import the data as Invoices and link it to companies. You can create custom invoice properties as needed, including calculated properties if you'd rather do the calculation in HubSpot.

There's also Payments, but these work if you can integrate HubSpot with Stripe, and then it would automatically pull all this data from Stripe for you.

If you need to automate the data transfer from your Google Sheets file or a database, you can use our product, Stacksync, a no-code tool with easy data mapping functionality that also allows you to automate your data flows with workflows and webhooks.

[Josh · Accepted solution]

Hi @AValentine,

I would import these transactions as Deals, potentially in a separate pipeline if your sales team is already using it for their efforts. Some of the columns you have in this table would correlate with existing deal properties, but you may need to create others. I would use "Close Date" for transaction date, but you could create a separate property if you'd like. For reporting, you may not need the transaction month and year, but you could add those if you'd prefer as well. You would definitely want to create a new property (if it doesn't exist) for C#, which I assume correlates with the transaction ID or Company ID in your ERP. 

Because you want to have these roll-up to the the appropriate company in HubSpot, they would have to exist as well. If your CRM is already populated, I would suggest adding a C# on the company side as a unique value so that you can use that when associating these deals with the company. If they do not exist in HubSpot already, you can add the company by domain name and add the C# at the same time, while also creating the association. 

Here's the knowledge base article.

Here's an article on setting up your import files.

Note, generally this is a fairly straightforward process when you're comfortable with it and understand the data in the CRM. The first few uploads might be a bit more challenging for you. I would recommend testing with a small amount of data before uploading all of your ERP transactions and companies.

As far as reporting goes, as long as your transactions (Deals) are associated with your company records, you would be able to create reports that can sum these transactions for you and associate with the company. You would have several options on how to do that and the types of reports that you can create.

If you have Pro, I would suggest using the Custom Report Builder with Company as your primary object and Deal as your additional object. Here's an article on the custom report builder.

Note, if you are using Deals already, when you create your transaction reports, you would want to filter by the specific pipeline that you uploaded these transactions to.

This may seem overwhelming when reading through this answer, but I assure you it's very possible and not overly complex once you do it. If you have any challenges, I can walk you through it...feel free to book a meeting with me using the link in my signature.

Hope this helps!

Josh