Hanna CRM updates: August 16–31, 2026
In the second half of August, we expanded file storage and API capabilities, improved the mobile Hanna experience, and refined saved views and the import of product lines into Opportunities.
Import product lines into an Opportunity
Opportunity product lines can be imported from an Excel or CSV file. After upload, map the file columns to product code, name, quantity, price, VAT, discount, and other fields.
Related guide: Opportunity import, export, bulk actions, and reports
Store files in Google Drive
You can connect Google Drive to Hanna and choose which modules should store their files externally. Existing files from the selected modules can also be moved in one action.
Related guide: OneDrive and Google Drive File Storage
File management through API v4
API v4 can retrieve files attached to records in the main modules, upload and download files, and remove them.
Related guide: API and MCP Settings and Documentation
Improved mobile experience
The most important actions are now available from a bottom bar in record views. In sales documents, the bar also includes PDF and email actions.
Download several files at once
In a record’s Files section, you can select multiple files and download them as a single ZIP archive.
Related guide: File preview, visibility, sending, and deletion
Easier saved-view selection
When a list or report contains many saved views, Hanna shows them in a side panel grouped into personal, shared, and other employees’ views.
Updated system and table walkthroughs
We refreshed the System walkthrough and added walkthroughs for record views. The new Table walkthrough explains search, filters, saved views, export, and the actions available in module lists.