Deals in HubSpot track potential revenue as opportunities move through your sales process.
With ExtendInsights Data Management for HubSpot, you can prepare Deal data in Excel and create multiple Deal records in HubSpot at once. This is especially useful when importing a list of new opportunities or creating Deals from data maintained in another spreadsheet.
How to Create Deals
Step 1: Prepare Your Deal Data
Before creating an ExtendInsights template, prepare the Deal data you want to upload to HubSpot.
For example, your spreadsheet might include:
Deal Name
Pipeline
Deal Stage
Amount
Close Date
Deal Type
Deal Owner
The properties you need depend on your HubSpot configuration and business process.
Before proceeding, review your HubSpot configuration and identify any required or custom Deal properties that need to be populated when creating a Deal.
Step 2: Open ExtendInsights
Open Microsoft Excel.
Launch the ExtendInsights app.
Select HubSpot from the available data sources.
Step 3: Create a Template
Click Create a Template.
Select an existing HubSpot connection or create a new connection.
Open the Configure section.
Select Deals as the object.
Select the HubSpot properties you want to include in your template.
Click Add when you are finished selecting properties.
Include all properties your organization requires when creating Deals.
The template layout should be similar to the data you prepared in Step 1.
Step 4: Review the Template Layout
Arrange your template to match the structure of your prepared Deal data.
You can:
Drag and drop fields to rearrange their order.
Hover over a field and select the pencil icon to update its configuration.
Select the trash icon to remove fields you do not need.
If you plan to copy data from an existing spreadsheet, matching the ExtendInsights template layout to your source data can make copying and pasting large datasets easier.
When the template is ready:
Click Proceed to load the template into Excel.
Save the workbook if you plan to reuse the template.
Step 5: Add Your Deal Data
Add the Deals you want to create to the generated template.
You can:
Enter Deal information manually.
Copy and paste data from another spreadsheet.
Use available ExtendInsights cell operations to populate supported property values.
For HubSpot properties with predefined values, such as Pipeline or Deal Stage, use the values available through ExtendInsights. Depending on the property, you can select a value from the available cell options or use type-ahead functionality.
This helps ensure that the values you upload match the options configured in HubSpot.
For HubSpot properties that use predefined values, use the available values provided by ExtendInsights. You can select a value from the cell options or use type-ahead where available.
Step 6: Upload the Deals to HubSpot
After entering and reviewing your Deal data:
Select the rows you want to create.
Click Upload.
Review the upload results in Excel.
Correct any rows that return an error, then upload those rows again.
ExtendInsights creates the successfully uploaded rows as Deal records in HubSpot.
Verification
After the upload completes:
Review the upload status in ExtendInsights and confirm that the rows were successfully created.
Open HubSpot and locate the newly created Deals.
Confirm that key properties such as Deal Name, Pipeline, Deal Stage, Amount, and Close Date contain the expected values.
If some rows fail while others succeed, review the error returned for each unsuccessful row before retrying the upload.
Best Practices
Confirm required HubSpot Deal properties before preparing your template.
Include custom properties when your HubSpot configuration requires them.
Use the available ExtendInsights values for properties such as Pipeline and Deal Stage instead of manually entering values when possible.
Keep your source data and ExtendInsights template columns in the same order when working with large datasets.
Test with a small number of Deals before performing a large bulk creation.
Review your data before uploading to avoid creating duplicate Deals.
Need Help?
If you encounter an error while creating or uploading HubSpot records, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com
Include the following details:
The HubSpot object you are working with
A screenshot of the error
The affected field or fields, if applicable
A sample of the data that could not be uploaded