making a list of hubspot deal record ids

[liamkelman]

Hi there,

Can you create a list of deals based off the record id property. You can do this for emails.

I have a list of hubspot deal id's on a spreadsheet and want to find them in the CRM. Is it possible?

Thanks for the help in advance.

Best,

Liam

[karstenkoehler]

Hi @liamkelman,

Yes, under Menu > Contacts > Lists > Create list, you can create a deal-based list. When you filter for Deal properties, you should find the record ID.

Once the filter shows, you can copy/paste the IDs from your Excel file by following these steps: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

Let me know if you have any follow-up questions!

[liamkelman]

Thank you for the reply, but should I be able to bulk upload the deal id's? Doesn't seem to work?

[karstenkoehler]

Hi @liamkelman,

What exactly doesn't work? Have you reviewed the link I shared that walks through how to copy from an Excel file and paste into a list filter?

[liamkelman]

I've tried to upload multiple records at once, splitting them with a semicolon, the exact same track as multiple email addresses, but it doesn't let me do this for the record id. 

Looks like it can only be one record id at a time.

[karstenkoehler · Accepted solution]

Ha, you're right, @liamkelman, this doesn't work for the record ID field. Bummer.

In that case, I'd try importing your list of deal IDs the old-fashioned way, through the import wizard. This should work with your import file just containing the record ID column.

During the mapping process, make sure to map the record ID. By doing so, you're effectively not importing anything, just associating the deals with an empty import:

After importing, you can identify these deals by going to Menu > Sales > Deals, clicking on Advanced filters (0) and setting an Import filter.

Best regards!

[liamkelman]

Thank you, all sorted.