Tips, Tricks & Best Practices

OBetzalel
Colaborador líder

Remove Line Item Records

resolver

Hi,

We have removed all deals records from the system, and we noticed that the line items records are still existing within the system. How can we delete them? It is affecting the reporting.

 

line items.png

 

Thanks!

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1 Soluciones aceptada
DianaGomez
Solución
Administrador de la comunidad
Administrador de la comunidad

Remove Line Item Records

resolver

Hi @MStevens11,

 

Thanks for reaching out to the community!

 

I understand that you would like to delete specific line items from certain deals. If you're looking to do this in bulk, you can bulk delete line items using this API endpoint, alternatively, you can delete them individually directly within the deal's record.

 

I hope this helps clarify!

 

Best,

Diana


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4 Respuestas 4
OBetzalel
Colaborador líder

Remove Line Item Records

resolver

Hi @KhushbooRevOps ,

How do i get to it within the setup? I can't find.

 

Thanks!

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KhushbooRevOps
Participante

Remove Line Item Records

resolver

Hi @OBetzalel,

To remove line item records in HubSpot, you can do this -

1. Navigate to the "Products & Line Items" section within HubSpot.


2. Use the bulk selection feature to select the line items you want to remove.


3. After selecting, click on the "Delete" option.


Note: Ensure you have proper permissions to delete line items, and be cautious as this action can impact reporting or other data linked to those line items.


This will help clean up your reporting and remove any unnecessary records.

 

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website



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MStevens11
Participante

Remove Line Item Records

resolver

Where is this "Products and Line Items" section I just have my product library, I want to delete all the line items associated with a certain type of deal.

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DianaGomez
Solución
Administrador de la comunidad
Administrador de la comunidad

Remove Line Item Records

resolver

Hi @MStevens11,

 

Thanks for reaching out to the community!

 

I understand that you would like to delete specific line items from certain deals. If you're looking to do this in bulk, you can bulk delete line items using this API endpoint, alternatively, you can delete them individually directly within the deal's record.

 

I hope this helps clarify!

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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