Loading New Products into HubSpot

Import process

1. Prepare the new Products by exporting this Product Table view to use as a template. See columns meaning cheat sheet below.
2. Create new products. For the Name, please name new products using the format described below.
   1. For NY: UTILITYCommodityZoneDate. Examples:
      1. NATGRIDElectricityB05-2025
      2. KEYNYNaturalGas04-2025
   2. For PA: UTILITYCommodity[CustomerTypeLetter]Date. Examples:
      1. COLGASNaturalGasR11-2025 --> "R" for Residential
      2. METEDElectricityC11-2025 --> "C" for Commercial
3. Please note: the capitalization of the name must be exact, or the Deals in HubSpot will not match to the correct products. 
4. All of the fields that have data in the export need to be filled in for the newly created Products by state. 
   1. The SKU field needs to be filled identical to the Name.
   2. “Rate” and “Unit price” both need to be filled in.
5. Once your CSV or Excel file is prepared, import it here. https://app.hubspot.com/import/40211458
   1. Click “Import a file.”
   2. Click “Start import.”
   3. Select “Products.”
   4. If the file you are importing only contains new Products that do not exist yet, then please select “Create new Products only.” We recommend this method.

1. Add dates to Name/SKU and use new SKU for new date so that prices for Products and Deals align after Product Price changes.
2. Please enter the rate into both the “Unit Price,” and “Rate” fields just like with NY. “Rate” will copy into “First Month Variable Rate” on the Deal.
3. We need “Sold from Date” and "Sold to Date" entered so that the correct Product is selected with Line item association. Agway will use the day the new first month price goes into effect.
4. Just leave a column blank if it is not relevant to PA.

Product columns cheat sheet

1. Name: Use formats below.
   
   1. For NY: UTILITYCommodityZoneDate. Examples:
      1. NATGRIDElectricityB05-2025
      2. KEYNYNaturalGas04-2025
   2. For PA: UTILITYCommodity[CustomerTypeLetter]Date. Examples:
      1. COLGASNaturalGasR11-2025 --> "R" for Residential
      2. METEDElectricityC11-2025 --> "C" for Commercial
2. SKU: Must be unique. Same as "Name."
   1. Gets copied to "SKU" on the Deal. 
3. Unit Price: Rate. HubSpot will add a dollar sign. 
4. Utility: Abbreviated, all caps
5. Commodity: Capitalized
6. Customer Type: "Residential," "Commercial," or "Both"
7. Zone: leave blank if no Zone
8. Rate: Same as "Unit price."
   1. It gets copied to "Renewal Rate" on Pending/Renewal Deals.
   2. It gets copied to "Current Rate" on Signup/Active Deals. 
   3. Enter the value without a dollar sign.  
9. Contract Type: Several options. All products moving forward will be "FIXED."
   1. Gets copied to "Contract Type" on the Deal. 
10. Contract Term: Leave blank for FIXED contracts
11. Rate Class: Leave blank for FIXED contracts
12. Product Start Date: Date the Product becomes active. 
    1. Gets copied to "Product Release Date" on the Deal. 
    2. Used for matching Pending/Renewal Deals. Chooses Product Start Date furthest in the future. 
13. Product End Date: Date the Product is no longer active. 
    1. Gets copied to "Contract End Date" on the Deal.
14. Respond by Date: 
    1. Gets copied to "Respond by Date" on the Deal.
15. Sold from Date: Date that Product can first be sold
    1. Does not copy anywhere
    2. Used for matching Signup/Active Deals
16. Sold to Date: Date that Product will last be sold
    1. Does not copy anywhere
    2. Used for matching Signup/Active Deals
17. Create Date: Populated by HubSpot

1. Program Code New : This is the code we need to send to the TPV API when this product is a new Signup. 
2. Program Code Renewal: This is the code we need to send to the TPV API when this product is a Renewal. 
3. Program Code Cancellation: This is the code we need to send to the TPV API when this product is a Cancellation.