• Live group demo of Marketing Hub + Data Agent

    Standardize reporting, reduce manual work, and introduce AI without cleanup

    Join us on March 12
  • Ready to build your local HubSpot community?

    HUG leaders host events, spark connections, and create spaces where people learn and grow together.

    Become a HUG Leader

Remove Line Item Records

OBetzalel
Top Contributor | Gold Partner
Top Contributor | Gold Partner

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!

0 Upvotes
1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

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


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

View solution in original post

0 Upvotes
4 Replies 4
OBetzalel
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Hi @KhushbooP11 ,

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

 

Thanks!

0 Upvotes
KhushbooP11
Participant

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



0 Upvotes
MStevens11
Participant

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.

DianaGomez
Solution
Community Manager
Community Manager

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


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

0 Upvotes