Import Opportunities

Importing files into our system is straightforward if you follow the guidelines and steps outlined below. This document will help you ensure a smooth and successful import process.

Sample File for importing or updating opportunities: Sample file

Prepare Your Data

Supported File Types

Ensure your file is in .csv format.

File Preparation Requirements

Sheet: Only one

Size: Smaller than 30 MB

Headers: Include a header row with at least one column corresponding to a field in the system

Mandatory Fields

For Creating Opportunities: Contact ID, Opportunity name and Pipeline ID/name.

Default values:

If the Stage ID/name is absent, it defaults to the first stage under that pipeline.

If the Opportunity Value is absent, it defaults to If the Opportunity status is absent, it defaults to “Open”.

If the Opportunity lost reason is added and is valid, the Opportunity Status will be updated to "Lost"

For Updating Opportunities:Opportunity ID (can be fetched by exporting opportunities)

Understanding Import Options

When importing objects, you have three options to choose from:

Create Opportunities:Use this option to upload only new records into the system.

Update Opportunities:Select this option to update information for existing records.

Create and Update Opportunities:Choose this option for a combination of adding new records and updating existing ones.

Structuring Your File

Field Formatting

Date Picker:

Acceptable formats: mm/dd/yyyy (e.g., 10/28/2020), yyyy/mm/dd (e.g., 2020/10/28), mm-dd-yyyy (e.g., 10-28-2020), yyyy-mm-dd (e.g., 2020-10-28).

Multiple Options, Checkbox, Textbox List:

Acceptable formats: Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green). You can also use ; or . as separators.

Radio, Single Option:

Acceptable formats: Value 1 (e.g., Blue).

Opportunity Owner:

Format: FirstName LastName (e.g., Logan Paul).

Tags:

Acceptable formats: Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green). You can also use ; or . as separators.

Phone Number:

Format in E.164 (e.g., +1 1234567890). For US numbers, formats like 123-456-7890 or (123) 456-7890 are also acceptable.

Numerical:

Acceptable formats: 1.23, 1234, .Monetary:

Acceptable formats: 1234, 1,234,234.Opportunity Followers:

Acceptable format: FirstName LastName, FirstName2 LastName2 (e.g. Adam Smith, David Lee)

Importing Your File

Steps to Import:

Turn on Opportunities Import under "Labs" Subaccounts

Go to Opportunities

On the top right under 3 dots, click on "Import Opportunities"

Upload Your File: Click the 'Import' button and upload your file. Also select whether you would like to "Create", "Update" or "Create and Update"

Map Your Fields: Ensure each column in your file is correctly mapped to the corresponding field in the system. Adjust the mappings if necessary.

A few things to note:

Checking the "Don't update Empty Values" checkbox will not update any field if the imported file has empty values and the field does have some value for the opportunity

If you decide to not import certain field, you can choose to keep it unmapped and check the box on the bottom to proceed. -"Please ensure all mandatory fields are mapped. To proceed, either map all fields or choose Don't import data for unmapped columns"

Review and Confirm: Review the data preview to ensure everything looks correct. Confirm the import to proceed.

Note that it is mandatory to check the box on the bottom and accept the disclaimer to start importing.

You can also add tags to the corresponding contacts for these opportunities on this screen.

Monitor the Import: Check the import progress under Opportunities Bulk Actions. If any errors occur, refer to the error messages provided for guidance on fixing them.

Monitor stats, errors and warnings by clickin