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Benjamin Thomas
Written by Benjamin Thomas

Deals import via CSV file

Learn how to add Deals into your database via CSV file

Before you start

Prepare your CSV file with the following in mind:

  • Always include column headings.
  • If you are exporting a CSV file from Excel, make sure there no cells are left out.
  • Data format matches the data format of your attributes. So if you have an attribute, "Scoring", which should include an integer, it doesn't make sense to put its value as "Frank". If you are exporting from Excel, make sure that you set the correct data formats for each cell.
  • If you want to separate multiple options in CSV for one attribute, please use "|" between them.

Please, take note: the Deals CSV importer interprets the following columns:

  • name (string)
  • person (string) - custom id for your user, so user_id attribute value
  • company ID (integer)
  • assigned_to (string) - use his first_name + last_name (same as it's written in the Team management)
  • currency (string) - choose currency of value provided in deal - USD, PLN
  • value (integer)
  • stage (integer) ID stage that you can achieve via API Call
  • status (integer) {1 - In progress / 2 - Won / 3 - Lost / 4 - Archived}
  • deal ID - Unique ID of the Deal assigned by user

Deal_id will serve as a unique deal ID, and re-import of the existing deal containing this deal ID will update these deals.

How to do it

  1. Go to Settings -> Importers

2. Choose Import deals.

Next steps:

  1. Prepare your Deals list in .csv format, as in the example provided in every import section found on that page (deals, users, companies, events, etc.).
  2. You have the option to drag and drop or click on the box to upload your CSV.
  3. Specify Tags that you want to add to the Deals uploaded in this batch.
  4. Choose the Separator that you have used in your CSV.

6. Connect each Header (column 1) from your database with an existing Attribute (column 2). If your database contains attributes that don't yet exist in your app, you will need to create first the new "Custom attributes" - Settings -> App settings -> Deals -> Deal attributes.

7. Once all the columns from your database are matched with corresponding Deals attributes, click Import. Then the import process will begin, and your import will appear at the bottom of the list of imports.

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