Importing deals using a CSV file

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5 Comments

  • Stephanie Moran

    Hi, I'm attempting to import deals and contacts - deals are only being created  for records where the data fields mapped are complete  - can you please advise if there is a workaround?

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  • Pavitra Lakshmana Balekai
    Zendesk Customer Care
    Hi Stephanie,
     
    Thanks for reaching out to us. It looks like you need more help with this. I'm going to create a ticket and email you on that. 
    0
  • Tess Weightman

    Hi, I am bulk-uploading contacts and deals to sell and wondering if it is possible to include the product in the data file. I am currently having to go add the product to each deal once uploaded in sell.

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  • Christine
    Zendesk Engineering
    Hi Tess,
     
    Have you tried to add a column on your CSV for the 'product' field?
     
    You can include a custom field as long as it is within the supported field types listed in our documentation here, then you should be able to map that custom field into the field values added into your CSV file.
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  • Hi

    The only way I know how to do this is via the API using the Deal > Orders > Line Items > Products Rest API endpoints.

    So you need to create a deal first and create any products you have.

    Create your Products
    Create a Deal
    Create an Order associated with the Deal (deal_id)
    Create line item(s) with the associated product id (product_id) and associate to the order (order_id)

    Remember when creating your line items, the value must calculate correctly (value and variations etc). For example I can't add a line item variation of -50% if the product discount allowed is only -25%. Same goes for the actual value calculation - it needs to add up with respect to the product value etc.

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