Bulk importing opportunities allows you to quickly create or update multiple opportunity records at once using a CSV file. This process helps save time, reduces manual data entry, and ensures your sales pipeline remains accurate and up to date.


By preparing your file correctly and following the import steps outlined below, you can upload large datasets and manage opportunities efficiently.

TABLE OF CONTENTS

Prepare Your Data


Before importing opportunities, prepare your spreadsheet so it aligns with the required structure and formatting rules.


Proper preparation ensures that the system can correctly recognize each column and map the information to the correct opportunity fields.

Supported File Types


Only the following file format is supported for opportunity imports:


CSV (.csv)


Make sure your spreadsheet is exported as a CSV file before uploading.

File Preparation Requirements


To ensure the import process works correctly, your file must meet these requirements:

  • The file must contain only one sheet

  • File size must be smaller than 30 MB

  • The first row must contain column headers

  • At least one column must match a system field


Following these requirements helps prevent upload failures or mapping errors.

Mandatory Fields


Certain fields must be included depending on whether you are creating or updating opportunities.


Required Fields for Creating Opportunities


When creating new opportunities, your file must include:

  • Contact ID

  • Opportunity Name

  • Pipeline ID or Pipeline Name


Default Values Applied Automatically


If some optional fields are missing, the system will apply default values:

  • Stage → Defaults to the first stage in the selected pipeline

  • Opportunity Value → Defaults to 0

  • Opportunity Status → Defaults to Open

  • Lost Reason → If a valid lost reason is provided, status updates to Lost automatically


Where to Find Required IDs


Some values may need to be exported first:

  • Opportunity ID, Pipeline ID, and Stage ID can be retrieved by exporting opportunities

  • Contact ID can be retrieved by exporting contacts


Required Fields for Updating Opportunities


To update existing opportunities, include:

  • Opportunity ID

Understanding Import Options


During import, you will choose how the uploaded records should be handled.


Create Opportunities


Uploads only new opportunity records.


Update Opportunities


Updates existing records using the Opportunity ID.


Create and Update Opportunities


Creates new opportunities while updating existing ones within the same import.

Structuring Your File


Ensure each column follows the correct formatting rules.


Field Formatting Guidelines


Date Fields


Accepted formats:

  • mm/dd/yyyy

  • yyyy/mm/dd

  • mm-dd-yyyy

  • yyyy-mm-dd


Example: 10/28/2020 or 2020-10-28


Multiple Choice or Checkbox Fields


Values should be separated by commas, semicolons, or periods.


Example:


Blue, Yellow, Green


Single Option Fields


Only one value should be present.


Example:


Blue


Opportunity Owner


Use the format:


FirstName LastName


Example:


Logan Paul


Tags


Separate multiple tags using commas or semicolons.


Example:


Lead, Follow-up, VIP


Phone Numbers


Recommended format:


+1 1234567890


For US numbers, these formats also work:


123-456-7890

(123) 456-7890


Numeric Values


Accepted formats:


1.23

1234

.123


Monetary Values


Accepted formats:


1234

1,234,234.33


Opportunity Followers


Multiple names should be separated by commas.


Example:


Adam Smith, David Lee

Importing Your File


Follow these steps to upload and import opportunities.


Access the Opportunities Section



This screenshot shows the navigation area where opportunities can be accessed.

Open the Opportunities section to manage your opportunity pipeline.


Open the Import Option



This screenshot shows the options menu where the import action is available.

Click the menu icon and select Import to begin the import process.


Select the Opportunities Object



This screen allows you to select the type of data you want to import.

Select Opportunities and continue to the next step.


Upload Your CSV File



Upload the CSV file containing your opportunity data.

After uploading the file, choose whether to:

  • Create opportunities

  • Update opportunities

  • Create and update opportunities


Then proceed to the mapping stage.


Map Your Fields



This screen displays the columns from your CSV file and allows you to map them to opportunity fields.


Review each column and confirm it is mapped to the correct field.


Important notes:

  • Required fields must be mapped

  • Unmapped columns can be ignored if necessary

  • Empty values can be skipped using the Don’t update empty values option


Review and Confirm the Import



This screen allows you to review the imported file and confirm your mappings.


Before starting the import:

  • Confirm all mappings are correct

  • Select any tags you want applied to contacts or opportunities

  • Check the required confirmation box


Then click Start Bulk Import.

Monitoring Import Progress


After starting the import, you can monitor the results.



The bulk actions page displays the history of import jobs.

Each import shows the status, completion time, and available statistics.

Viewing Import Statistics



Selecting Show Stats opens a detailed report showing:

  • Total records processed

  • Successful imports

  • Warnings

  • Errors


Warnings usually affect optional fields, while errors prevent specific rows from importing.

Troubleshooting Common Errors


Invalid Option for Multi-Select Fields


Check that the value in your file matches an existing option exactly.


Invalid Contact ID


Ensure the Contact ID exists in the system or remove the value if creating a new record.


Date Format Error


Make sure date values follow one of the accepted formats.


Duplicate Unique Property Value


Ensure unique fields such as identifiers do not contain duplicate values.


File Not Found


Confirm the uploaded file is a valid CSV and that the file path is correct.


Missing Required Fields


Ensure all mandatory fields such as Opportunity Name, Contact ID, and Pipeline ID are included.


Additional Tips

  • Review your file carefully before importing

  • Ensure column headers match existing fields where possible

  • Test imports with a smaller dataset first

  • Always verify mapping before confirming the import


Following these tips will help prevent errors and improve the accuracy of your data.

Frequently Asked Questions


Q: Can I update existing opportunities using a CSV file?

Yes. Include the Opportunity ID in your file and choose the update option during import.


Q: What happens if a stage is not included in the file?

If a stage is not provided, the opportunity will automatically be assigned to the first stage in the selected pipeline.


Q: Can I import both new and existing opportunities at the same time?

Yes. Choose the Create and Update option during import.


Q: Why did some rows fail to import?

Rows may fail if required fields are missing, IDs are invalid, or data formatting does not match accepted formats.


Q: Can I add tags during the import process?

Yes. Tags can be applied to contacts or opportunities during the confirmation step before starting the import.

Need Help


If your opportunity import fails or produces unexpected results:

  • Review your CSV file structure and formatting

  • Confirm that required fields are included

  • Verify that IDs such as Contact ID and Pipeline ID exist

  • Check the import statistics page to identify errors


If issues continue, gather your CSV file and import details and contact support for assistance.