HubSpot custom object vs deal object for importing ERP transaction data with multiple line items

using Coefficient excel Add-in (500k+ users)

Compare custom objects vs deal objects for ERP transaction imports. Learn which approach works best for multi-line item transaction data in HubSpot.

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Custom objects typically work better than deal objects for ERP transaction data with multiple line items because they provide unlimited custom properties and better data structure control without cluttering your sales pipeline.

Here’s how to choose the right approach and set up your transaction data structure for maximum flexibility.

Structure multi-line transactions with custom objects using Coefficient

Custom objects give you the flexibility to create transaction-specific data structures that match your ERP system. Coefficient enhances this by letting you restructure your ERP data in spreadsheets before pushing to HubSpot or HubSpot , making it easy to separate header-level transactions from line items.

How to make it work

Step 1. Import your ERP data and separate transaction levels.

Use Coefficient to pull your complete transaction data into your spreadsheet. Create separate tabs for transaction headers (invoice number, date, customer) and line items (product, quantity, price). This separation makes it easier to manage associations later.

Step 2. Create two custom objects in HubSpot.

Set up a “Transactions” custom object for header-level data and a “Transaction Line Items” custom object for individual products or services. Custom objects give you unlimited properties for transaction metadata that deal objects can’t accommodate.

Step 3. Push data with proper associations using Coefficient.

Export your transaction headers to the Transactions custom object first, then push line items to the Line Items object. Use Coefficient’s association features to automatically link line items to their parent transactions using transaction IDs or invoice numbers.

Step 4. Maintain company relationships through automated matching.

Use Coefficient to match transactions to existing company records based on domain, company ID, or name. This preserves the connection between your transaction data and customer records without manual association work.

Build the transaction structure that fits your business

Custom objects with proper associations give you the flexibility to handle complex transaction data while keeping your sales pipeline focused on actual deals. Set up your transaction structure today.

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