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Aneta Koreba
Written by Aneta Koreba

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 are no cells 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 1 attribute, please use "|" between them.

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

  • name (string)
  • person (integer) - Unique ID provided in user model - user_id
  • company ID (integer)
  • assigned_to (integer) - Unique ID provided in agent group model - agent_id
  • restricted_to (integer) - Unique ID provided in agent group model - agenta_id
  • 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 > Import Deals.
  2. 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.).
  3. You have the option to drag and drop or click the box to upload your CSV.
  4. Specify Tags that you want to add to the Deals uploaded in this batch.
  5. 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 which don't yet exist in your app, you will need to first create 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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