Opportunities
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      Importing Opportunities

      Learn how to create and update opportunities with CSV file importing!

      • CSV File Import: Easily create and update opportunities by importing data from a CSV file.
        • Sample File for importing or updating opportunities: Sample file
      • Seamless Integration: Bring in your opportunities from any platform effortlessly.
      • Tagging: Add tags to your imported opportunities for better organization and tracking.
      • Bulk Actions Page: Check the status of your imported opportunities on a brand-new bulk actions page.
      • Clean Stats & Error Resolution: View detailed stats on the number of imported opportunities, success rates, and errors. Follow clear error resolution steps for a hassle-free import experience.

      Please note that Opportunity import is not a reversible action

       

      Benefits:

      • Effortless Migration: Transition opportunities from different platforms smoothly and efficiently.
      • Customizable Import: Ensure all your important data is accurately captured by mapping custom fields.
      • Enhanced Organization: Use tags to categorize and manage imported opportunities effectively.
      • Real-Time Monitoring: Track the progress and success of your imports in real-time, with comprehensive stats and easy error resolution.

       

      How to use:

      • Go to Opportunities > and under the kebab menu (3 dots menu) find the option to "Import"

      IO1

      • Once you start Importing, select "Opportunities" and "Contacts" OR only "Opportunities" and move to the next step
        • Opportunities and contacts checked: You're importing both new and existing contacts with associated opportunities to your account
        • Opportunities checked: You are only  importing opportunities to associate with existing contacts
        • Should you need to only import contacts please see: Importing Contacts

      IO2

      • In the next step, upload the file and select whether you'd like to
        • create and/or update opportunities.
        • create and/or update contacts.
        • How to find existing contacts

      IO3

      Be sure to adjust your duplication settings in the "General" section of your Business Profile

      • Map all the columns in the CSV file to the corresponding columns in your file.

      Please ensure that your CSV file has all the correct fields.

      IO4

      IO 4

      • Review the mapping and confirm bulk action. You can add tags to the contacts associated with these opportunities here.

      IO 5

      • Under Bulk Actions in Opportunities, monitor your import and check their status
      • Click on "Show Stats" to see more details about your import; You can check the information about Success and Errors and also find steps to resolve such issues.

      Troubleshooting Common Errors

      • Error: Invalid option selected for multiselect or dropdown field
        Solution: Check your import file for incorrect values in multiselect or dropdown fields by comparing them with the options in the system. Update the value in your file to match an existing option or add it as a custom option in the system. Then re-import the file.
      • Error: Invalid Contact ID
        Solution: Verify that the Contact ID exists in the system or remove the ID if not updating an existing contact.
      • Error: Could Not Parse Date
        Solution: Ensure date fields are in one of the acceptable formats: mm/dd/yyyy, yyyy/mm/dd, mm-dd-yyyy, yyyy-mm-dd.
      • Error: Duplicate Unique Property Value
        Solution: Ensure there are no duplicate values in fields marked as unique, such as emails or IDs.
      • Error: File Not Found
        Solution: Verify that your file is the correct type and format. Re-upload the file.
      • Error: Required Fields Missing
        Solution: Ensure all mandatory fields (e.g., Opportunity Name for opportunities, Email/Phone/Name for contacts) are included and correctly formatted.