Deal Registration: Bulk Upload, Now AI-Powered

Deal Registration: Bulk Upload, Now AI-Powered

Stop reformatting your deal lists. Now let Octavia do it.

Big news. AI Mapping is now live in Deal Registration. So whenever you upload your lists from HubSpot, Salesforce, or Excel, you no longer need to reshape everything to Microsoft's format. Just upload, and Octavia takes care of the field mapping. Less reformatting, more closing.

You know the drill. You export a deal list from HubSpot, Salesforce, or just a regular Excel and then you spend the next hour reshaping it to match what Microsoft expects. Wrong column names, wrong field values, wrong everything. By the time it's "ready," your coffee's cold and half your team is asking why bulk upload takes so long.

Not anymore.

Now you upload the file you already have. Octavia maps it for you.

Whatever format your deals come in — CRM export, internal sheet, custom template — our AI matches your columns and values to Microsoft's required fields. You review, tweak if needed, hit submit. Done.

What this means for you:

• Less time wrestling with templates, more time uploading and closing your deals
• Fewer formatting errors that block your bulk uploads
• Bring deals in a bulk straight from HubSpot, Salesforce, or Excel without extra effort

How it Works

1. Upload your file

Any format works  HubSpot export, Salesforce export, custom Excel, or your team's internal sheet. No template, no reformatting, no preparation. Just drop the file you already have.

2. Let Octavia map it

Octavia scans your file and matches your columns and values to Microsoft's required fields automatically. Customer name, deal value, currency, opportunity stage — all mapped in seconds, not hours.

3. Review and submit

Take a quick look at the mapping. Tweak anything that needs adjusting, then hit submit. Your deals go to Microsoft in bulk — no more uploading them one by one.

Other Launches

• 📨 Smoother email auth for PartnerReach (M365 + Google Workspace): PartnerReach is our feature that lets you run outreach campaigns to Marketplace buyers using your own work email. We rebuilt the M365 and Google Workspace connection flow and added clearer guidance when company security settings or admin approval block authentication in this feature so you connect faster and know exactly what to fix when something goes wrong, instead of hitting a dead end.
• ✅ Cleaner errors when publishing pricing plans: Publishing offers with custom dimensions (like "per API call" or "per user") used to fail silently in our platform when details were missing — you couldn't see an error, and had no clue what went wrong. Now you get a clear validation message pointing to the exact field that needs fixing, so you can publish in one sitting instead of having to open a support ticket.
• 🍞 Toast confirmations for deal actions: Deal Registration is how you submit closed deals for co-sell credit and incentives. We built a trigger now so that every time you create, update, or close (Won, Lost, Error) you get a confirmation toast, to get instant visual proof your action worked. No more refreshing the deal list to double-check.
• 📊 New "Type" column in Finance Earnings: The Finance Earnings table now shows whether each line is a Subscription or Usage-based charge, with meter name and consumption details on hover. Plus now you get more accurate dates and order IDs. Now your finance team can match Marketplace earnings to your books in seconds. no more digging through different views to figure out each line.
• 🔑 Update Finance credentials directly from the Finance tab : Publishing under a new Microsoft tenant requires updated Finance credentials to pull earnings correctly. Admins can now update them directly from the Finance tab in the WeTransact platform.

New to WeTransact and want to see these in action? Book your demo today.