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CRM - Importing Opportunities
Importing opportunities allows you to quickly register multiple records through spreadsheets.
During this process, it is important to know that the leads and companies mentioned in the spreadsheet will be created automatically in the system, if they do not already exist.
📥 How to Import Opportunities
Follow the step-by-step instructions below:
1️⃣ Access the CRM through:
Menu > General > CRM
or type CRM in the Find services.
2️⃣ Click the Settings ⚙️
3️⃣ Define the pipeline
Select which pipeline the opportunities will be imported into.
4️⃣ Click on Import Opportunities
5️⃣ Select the template and the spreadsheet
Choose the file you want to import.
6️⃣ Perform the field mapping
Match the spreadsheet columns with the system fields.
7️⃣ Click on Import opportunities to finish
⚠️ Important Notes
📌 Automatic creation
Contacts and companies in the spreadsheet will be created automatically if they do not exist in the system.
📌 Spreadsheet structure
Use the standard template provided
Remove empty rows, as they may interfere with the mapping
The Title column is required (without it, it will not be possible to import)
System Mappings
1. Pipeline Stages
Each stage has a unique ID
The stage column in the spreadsheet must contain this ID
If the value does not match a valid stage, the opportunity will be added to the first stage of the pipeline
2. Opportunity Status
Use the following values:
0 → Open opportunity
1 → Won opportunity
2 → Lost opportunity
Invalid values will be considered as open
3. Owner
Must be informed by the user ID
If it does not match a valid user, the lead owner
4. Reason for Win or Loss
The reason column must contain the reason ID registered in the system.
If the value does not match a valid reason, the field will be imported blank.
🔍 How to View the IDs
To correctly identify the IDs for Stages, Users and Reason for Win or Loss:
Click the option “View IDs” within the import screen
The IDs will be displayed to make filling out the spreadsheet easier
✅ Completion
After completing the mapping and confirming the import, your spreadsheet will be processed and the opportunities will be available in the CRM.
