# 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.

{% embed url="<https://youtu.be/LiwNa1ZAQoM>" %}

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### 📥 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

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### ⚠️ 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)

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FOIvvb2hkF1j4HSLvse6h%2Fimage.png?alt=media&#x26;token=32ded121-0444-405b-b55f-917d4abf0415" alt=""><figcaption></figcaption></figure>

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### 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**

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#### 2. Opportunity Status

Use the following values:

* **0** → Open opportunity
* **1** → Won opportunity
* **2** → Lost opportunity

Invalid values will be considered as **open**

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#### 3. Owner

* Must be informed by the **user ID**
* If it does not match a valid user, the **lead owner**

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#### 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**.

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### 🔍 How to View the IDs

To correctly identify the IDs for **Stages**, **Users** and **Reason for Win or Loss**:&#x20;

* Click the option **“View IDs”** within the import screen
* The IDs will be displayed to make filling out the spreadsheet easier

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FXUa2ZLMdhbA0GtKA1bLG%2Fimage.png?alt=media&#x26;token=acb2c9c7-d974-4582-951c-4f80f3d5f795" alt=""><figcaption></figcaption></figure>

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### ✅ Completion

After completing the mapping and confirming the import, your spreadsheet will be processed and the opportunities will be available in the CRM.