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HubSpot · Excel Guide

Bulk-Create HubSpot Products and Line Items From a Pricing Workbook

The Scenario

You are a sales enablement lead. The new product line launches in three weeks. Reps need to start quoting immediately after launch, which means every product needs to be in HubSpot's product library before the kickoff call.

You have an Excel workbook with 50 products in the Pricing tab: name in column A, description in column B, unit price in column C, SKU in column D.

The slow version:

  • You open HubSpot's product library and click "Create product"
  • You fill in the four fields, save, and move to the next one
  • At ten products per hour, this takes five hours
  • By the time you are done, the pricing team has updated six of them
  • You go back through and correct the six manually.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI reads the Pricing tab and creates every HubSpot product in one pass, with product IDs written back per row.

Open the SheetXAI sidebar and type:

Create a HubSpot product for every row in the Pricing tab using name in column A, description in column B, unit price in column C, and SKU in column D. Write the created product ID to column E.

SheetXAI reads all 50 rows, calls the HubSpot product API for each, and writes the product ID back into column E.

What You Get

A workbook with column E populated in the Pricing tab and 50 products live in HubSpot's product library:

  • Product records — name, description, price, and SKU set per row
  • Product IDs in column E — to use in follow-up quoting operations
  • No manual HubSpot data entry

The product IDs in column E unlock the next step. Once you have them, you can create line items on deals: "For each deal ID in column A, create a line item using the product ID in column B and quantity in column C."

What If the Data Is Not Quite Ready

Pricing workbooks for launch are rarely in the exact format HubSpot expects.

When unit prices have currency symbols or commas

Column C has values like "$1,299.00" and HubSpot expects a plain number.

Clean the unit price values in column C of the Pricing tab: remove dollar signs and commas. Then create HubSpot products from all rows and write product IDs to column E.

When SKUs are missing for some rows

A few products do not have SKUs assigned yet.

Create HubSpot products for all rows in the Pricing tab. If column D is blank, create the product without a SKU and write "NO SKU" in column F alongside the product ID in column E.

When some products already exist and you want to update them

The workbook is a full catalog refresh. Some products are already in HubSpot.

For each row in the Pricing tab, check if a HubSpot product with the SKU in column D already exists. If it does, update the name, description, and price. If it does not, create it. Write the product ID to column E and "UPDATED" or "CREATED" to column F.

When you need products created and line items added to a deal in one pass

The sales team wants their first quote ready immediately after launch.

Create HubSpot products for every row in the Pricing tab using columns A through D. Write product IDs to column E. Then add each product as a line item on deal ID [DEAL_ID] with quantity 1. Write the line item ID to column F.

The pattern: the pricing workbook is both the source of truth and the audit trail.

Try It

Get the 7-day free trial of SheetXAI and open any Excel pricing workbook, then ask it to load the products into HubSpot. The HubSpot integration is included in every SheetXAI plan. For related workflows, see how to bulk-create HubSpot deals from an Excel workbook or the HubSpot in Excel overview.

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