HubSpot Ideas

ALabovitch7

Bulk import of invoices

We currently use Google sheets to create and send invoices. We plan to start using Hubspot. It would be great if there was a functionality to bulk import old invoices into the invoice object that we can then connect to deals, so we have all historical and present invoicing data in one place.

5 Replies
james-portant
Contributor

Hi @ALabovitch7,

This sounds really interesting and useful. Would you be up for a quick call to explain to me how you'd like the feature to work. We do some stuff in this space and might be able to collaborate on a solution if you'd like?

Happy to message here or you can send me an email james@portant.co

Cheers,


James 

ALabovitch7
Member
Hey James,

Sure, happy to chat about what we would like this feature to do. Feel free
to send me some availability.

Amelia
james-portant
Contributor

Awesome! 

JFord77
Member

@ALabovitch7 did you figure out how to do this? Would love to know! 

CHarrison0
Member

I second the need for this.  I have a large number of clients with repetitive invoices, and it would be great to be able to do all the math in a spreadsheet and import it to create the invoices in Hubspot.