# 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="" %} *** ### 📥 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. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-importing-opportunities.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.