> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-importing-opportunities.md).

# CRM - Importing Opportunities

Opportunity import allows you to quickly create 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>" %}

***

### 📥 How to Import Opportunities

Follow the step-by-step instructions below:

1️⃣ Access the CRM through:\
**Menu > General > CRM**\
or type **CRM** in the field **Find services**.

2️⃣ Click on the **Settings** ⚙️

3️⃣ Define the **funnel**\
Select which funnel 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 from the spreadsheet will be created automatically, if they do not already exist in the system.

#### 📌 Spreadsheet structure

* Use the provided standard template
* **Remove empty rows**, as they may affect the mapping
* The column **Title 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&amp;token=32ded121-0444-405b-b55f-917d4abf0415" alt=""><figcaption></figcaption></figure>

***

### System Mappings

#### 1. Funnel 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 funnel**

***

#### 2. Opportunity Status

Use the following values:

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

Invalid values will be considered as **open**

***

#### 3. Responsible

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

***

#### 4. Win or Loss Reason

* 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 IDs

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

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

<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&amp;token=acb2c9c7-d974-4582-951c-4f80f3d5f795" alt=""><figcaption></figcaption></figure>

***

### ✅ 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
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## 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, and the optional `goal` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-importing-opportunities.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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.