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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s native import tools don’t support line item imports, forcing you to manually add each product to deals one by one. This becomes a nightmare when you’re working with complex product configurations calculated in Excel.
Here’s how to automate bulk line item creation and eliminate manual data entry entirely.
Automate deal line items with scheduled exports using Coefficient
CoefficientHubSpotsolves this problem by connecting your Excel calculations directly todeals. Instead of copying and pasting product data manually, you can push calculated line items in bulk with automatic field mapping and association management.
How to make it work
Step 1. Set up your Excel spreadsheet with calculated product data.
HubSpotCreate columns for SKU, quantity, price, and deal ID. Include any additional product details you need. Make sure your deal IDs match existing deals inso the line items get associated correctly.
Step 2. Configure Coefficient’s export feature to map Excel columns to HubSpot line item properties.
Use INSERT export actions to create new deal line items in bulk. Map your Excel columns to the corresponding HubSpot fields – SKU to product name, quantity to quantity, price to price, etc. Coefficient handles the data mapping automatically when working with HubSpot data.
Step 3. Set up scheduled exports to automatically push new calculations to HubSpot deals.
Configure automated exports on hourly, daily, or weekly schedules. You can also use conditional exports to only add line items when specific criteria are met – like when a calculation status column equals “Complete”.
Step 4. Leverage association management to link line items to deals automatically.
Coefficient automatically handles the relationship between line items and their parent deals. No need to worry about broken associations or orphaned line items that plague manual import processes.
Skip the manual work and scale your deal management
Get startedThis approach eliminates manual data entry while maintaining the accuracy of your Excel-based product calculations. Ready to automate your line item imports?with Coefficient today.
