Importing Contacts and Opportunities via CSV (Coming Soon)

Step 1: Access Import Option

• Navigate to the Opportunities section and click on the three dots (options menu).

• Choose the Import option to begin the process.

Step 2: Select Objects to Import

• In the import screen, select both Contacts and Opportunities as the objects you want to import and click on "Next".

Step 3: Upload CSV File

• Upload a CSV file containing details for both Contacts and Opportunities.

• Decide for each object whether you want to Create, Update, or Create & Update records during the import.

• If an Opportunity ID is provided in the CSV, the opportunity will be updated. If not, a new opportunity will be created.

• Click on "Next"

Contact de-duplication settings will be automatically fetched from the global settings and cannot be updated during the import process

Step 4: Map fields

• Map fields from the CSV to the correct object fields.

• Ensure you are selecting the right object (Contacts or Opportunities) when mapping each field to avoid errors.

• This feature also allows the creation of contacts with multiple email addresses and phone numbers. These additional details will be added automatically during the import process.

• If Contacts and Opportunities are on the same line in the CSV, they will be automatically mapped to each other.

Step 5: Verify and Import

• Review your mappings, then confirm and proceed with the import.

• You can also choose to create a smartlist, add contacts to a workflow or add a new tag to the imported contacts.

Step 6: Monitor Import Status

• You can monitor the progress and status of the import via the Contacts and Opportunities Bulk Actions Pages.

• Both contacts and opportunities imports will appear in the same place under Bulk Actions.

• Click on the "Show Stats" button to view Stats of the import - you can also download the error log and view further details about the error and how to fix them in the "Error" tab