Step-by-Step Guide to Import Deals into HubSpot (2024)

How to Import Deals into HubSpot

Importing deals into HubSpot can streamline your sales process and ensure that your CRM reflects all potential and ongoing transactions accurately. This guide provides a comprehensive overview of the steps and considerations for importing deals into HubSpot, including associating deals with companies and contacts.

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Set Up Your Import Files

Before initiating the import process, it's crucial to prepare your import files correctly. Your import file must be in .csv, .xlsx, or .xls format, contain only one sheet, and include a header row where each column header corresponds to a property in HubSpot. Ensure that your file is UTF-8 encoded, especially if it contains foreign language characters. The file should not exceed 1000 columns and must adhere to specific property requirements for successful import.

When setting up your import file, identify the CRM objects you're importing, such as contacts, companies, deals, tickets, and custom objects. Each row in your file should represent one object record, and if you're importing multiple objects in one file, each row will represent records associated with each other. Use unique identifiers like email addresses, company domain names, or Record IDs to avoid creating duplicate records and to associate different records correctly. For deals, including properties such as 'Deal name', 'Pipeline', and 'Deal stage' is essential.

Import Records and Activities

To import deals into HubSpot:

1. Click 'Import' in the top right of any object home page in your HubSpot account, or navigate to 'Settings' > 'Import & Export' > 'Go to import'.
2. On the 'Imports' page, click 'Start an import'.
3. Select 'File from computer' and click 'Next'. You can also choose 'Repeat a past import' for similar future imports.
4. Select the type of import: 'One file' for a single object or activity import, 'One file' with 'Multiple objects' for importing multiple objects and activities in one file, or 'Multiple files with associations' for importing two objects or an object and an activity in two separate files.
5. For each object or activity, click 'choose a file' and select your import file.
6. Choose how to import your data: 'Create and update records/activities', 'Create new records/activities only', or 'Update existing records/activities only'.
7. Map your columns to the corresponding HubSpot properties. HubSpot will attempt to match the columns in your file to the selected object or activity's properties based on the header, the header language, and the property name.
8. If updating existing records or avoiding duplicates while associating cross-object records, ensure you've mapped the correct unique identifier.

If you're importing deals and need to associate them with companies, include a common column in both your deal and company import files, such as 'Company name' or 'Company domain name'. This common column will serve as the link between the deals and the companies during the import process.

After mapping your columns and ensuring all required properties are included, review your import for any errors and make necessary adjustments. Once satisfied, proceed with the import. HubSpot will process your file, create new records, update existing ones, and associate deals with the corresponding companies based on the information provided in your import file.

Discover how to seamlessly integrate HubSpot with Salesforce, LinkedIn, and Slack to enhance your sales and marketing efforts.

Importing deals into HubSpot can significantly enhance your sales management and forecasting accuracy. While manual imports are straightforward, automating this process using Bardeen can save time and reduce errors, ensuring your sales data remains synchronized across your tech stack. Here are some powerful automations you can set up with Bardeen:

1. Sync New HubSpot Deal to Salesforce: This automation ensures that whenever a new deal is created in HubSpot, it's automatically updated in Salesforce. It's perfect for maintaining consistent sales data across both platforms.
2. Copy all HubSpot deals to Airtable: For organizations using Airtable to manage their sales pipeline, this automation transfers all HubSpot deal details into an Airtable base, streamlining workflow and data accessibility.
3. Sync HubSpot Deals to Salesforce Notes: Keep your sales teams aligned by automatically creating a Salesforce note for each new deal added in HubSpot, ensuring seamless communication and tracking.

Embrace these automations to maximize efficiency and accuracy in your sales processes. Get started by downloading the Bardeen app.