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Importing Opportunities

Import File option helps import a large bulk of opportunity information into the opportunity list using the .csv file.

Example of opportunity bulk import template

ID Opportunity Name Expected Close Date Probability Budget Amount Budget Amount Currency Close Revenue Close Revenue Currency Status Id Contact First Name Contact Last Name
111 Henry Vining 15-12-2018 high 2000 USD 1500 USD won Jerry Coleman

To import a bulk of opportunity information:

  1. In the main menu, navigate to Sales > Opportunities. The opportunity list opens.

  2. Click Import File on the top right.

  3. In the Import dialog, click Choose File, select the .csv file you prepared, and then click Import File.

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  4. Click Export Template to download a sample .csv file with the necessary headers.

  5. Prepare data for import: Based on the downloaded file, create your bulk information in the .csv format. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

  6. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  7. Launch import: After successful validation, click Import File.

  8. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Note

See a short demo on how to export and import data, below.

Browse maintained versions:3.01.122.02.32.6

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