Create products in the product library

Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you're selling to your customers. When you associate a product to a deal or quote, you are adding a line item, which is one instance of that product. Review the differences between a product and a line item:

• Product: a product represents a good or service that you sell. You can create and manage products in the product library.
• Line items: when you associate a product with a deal record, payment link, or quote, you are associating one instance of that product as a unique line item. The line item is no longer connected to the product, and any updates to the original product's information in the product library will not apply to the line items that are already associated with your deal records.

Please note: any user can view and edit line items on a deal or quote, but you must have Create custom line items permissions to create new custom line items.

To create and edit products in the product library, you must be a user with Manage product library permissions Learn more about viewing and editing line items in the line item editor.

Create a product

You can import multiple products, or create an individual product:

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Products.
• Click Create product.
• In the right panel, customize your product details:
  • Name: enter a name for the product or service.
  • SKU: if you use different SKUs to identify and track your products or services, enter a name for the SKU. Each product must have a unique SKU. 
  • Description: enter a description of the product, such as product features, additional options, or measurements.
  • Product Type: select a product type to categorize your product library. This field is especially crucial to ensure your products sync correctly with other apps, such as Netsuite.
    • Inventory: a physical product that you keep in-stock.
    • Non-inventory: a physical product that you don't keep in stock.
    • Service: a non-physical product.

• • Images: enter an image URL. The image itself will not render but you can include the link to the file for quick access. 
  • URL: if you store your products somewhere outside of HubSpot, such as Shopify, you can enter the page URL that links to that other location. 

• • Price [currency]: enter the product's value in your account's currency.
  • Billing frequency: select how often you will bill your contacts for the product or service.
  • Unit cost: enter the cost per unit, then HubSpot calculates the margin based on everything you sell. This lets you know how much money you're making per sale.
  • Multi currency prices: if you're using multiple currencies in your account, you will need to manually enter the price for each corresponding currency in the designated fields.
  • Term length: enter a term length in months or in years.
  • Other custom properties: in addition to the above default properties, any custom product properties that you've created will appear in the sidebar.
• Click Save, or click Save and add another to create an additional product.

Please note: you can add a discount value for your product from the line items editor.

Manage your products

In the product library, you can delete and restore products, or export your products from HubSpot.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Products.
• To sort products, click the respective column header.
• If you're using HubSpot's integration with Shopify, click the Source dropdown menu and select a store name to filter the products that are syncing with Shopify.
• To reorder the table, click and drag the columns to the desired location.

Export products

• To export your products:
  • Select the checkboxes next to the products to export, or select the checkbox next to the Name column heading to select all products.
  • At the top of the table, click Export.
  • In the dialog box, select a file format from the dropdown menu, then click Export.

Delete and restore products

• You can delete multiple products at once by selecting the checkboxes next to the products to delete, then at the top of the table, click Delete.
• To restore products that have been deleted within the past 90 days:
  • Click the Actions dropdown menu, then select Restore products.
    
    
    
    

• • On the next screen, select the checkboxes next to the deleted products you want to restore. To filter products by the date range they were deleted in, use the date pickers above the table.
  • Click Restore.
  • In the dialog box, enter the number of records you want to restore, then click Restore.
    
    
    
    

Learn more about restoring records.