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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.”
CRMs make bulk line item additions difficult or impossible through native tools. You can’t easily add multiple products with different quantities to existing deals without manual entry for each item.
Here’s how to reference existing deals in Excel and bulk add multiple products with automatic quantity calculations.
Multi-product deal integration with quantity management using Coefficient
CoefficientHubSpotsolves the limitation where CRMs struggle with bulk line item additions. You can reference existingdeal IDs in Excel and add multiple products with variable quantities in single automated operations.
How to make it work
Step 1. Pull existing deal data from CRM into Excel using Coefficient imports.
HubSpotImport currentdeal information to get accurate deal IDs and existing line item data. This ensures you’re adding products to the right opportunities and avoiding duplicates.
Step 2. Add calculated product configurations with quantities in adjacent columns.
Set up your Excel sheet with deal IDs, product SKUs, calculated quantities, and prices. Use Formula Auto Fill Down to automatically apply quantity calculations when new product rows are added.
Step 3. Configure INSERT actions for batch line item creation.
Use Coefficient’s export feature to add multiple products to multiple deals simultaneously. The system handles the complex relationships between deals and their associated line items automatically.
Step 4. Leverage association management to link products to deals properly.
Coefficient maintains proper associations between line items and their parent deals during bulk operations. This prevents orphaned line items and broken relationships that plague manual import processes.
Scale your deal management beyond manual limitations
Scale your processThis approach handles complex product configurations where traditional CRM bulk tools fail, especially for relationships between deals and multiple associated line items. Ready to streamline your product additions?with Coefficient.
