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Importing deals using a CSV file



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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6 comments

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 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. 

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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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Is it possible to import deals via CSV and include associated contacts?

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