How do I import opportunities from CSV file?

1. Opportunities creation page
2. Import opportunities

To Import Opportunities from a CSV File

• Log in and access Opportunities App from your universal navigation menu bar.
• Click on the "More" icon and select “Import” located at the app header bar.
  
• Click on "Import" button.
  
• Click on "Browse" button and select CSV file from your computer and click on "Next".
  
• Map opportunities fields to respective CSV fields. Make sure to map "Close Date" and custom mandatory fields.
  
• Click on "Import" button to import records.
• You can view warning popup which alerts you for mapping common fields such as territory, segments, etc.
• In case of mandatory fields not having values, they are added to exceptions. If error records are added to exception, they will be ignored and available for download later.
• Click on the "Proceed" button for each step.
  
• After proceeding, the system will display the following counts:
• # of Records - Total count of contact records found in a file(CSV)
• # of Del Rec - Count of deleted records at the time of validating the contacts
• # of Ignored - Count of ignored records which are added to the exceptions at the time of mapping
  
• Once the reference data completes, click on the “Proceed” button to import records. You can view the number of records uploaded and failed, as shown below in the below image:
  

Related Links

Read more about:

• Opportunities can also be created manually one by one Create an opportunity
• Opportunities can be created with custom fields Create custom attributes
• Opportunities can be collected from emails.
• Opportunities can be created from leads.