Deal Importing and Updating


#1

I am not a developer but my company would like to import orders into hubspot.
Is there a way to automate the deal import and update without having one of our programmers
develop an API? We currently work with another company for processing order quotes and we send them a file daily to there ftp site which uploads to their system and updates existing orders.
Is there a similar option with Hubspot?


#2

Hi @DerekE

We do support importing CSV files, but you’d need to do the import from inside the HubSpot app. We don’t have a way to import a file through an FTP upload.

If you’re specifically looking to update deals, you would need to use the Deals API, as the import does not have a way to deduplicate to existing deals.


#3

ok! thanks for the info, appreciate it!