The "Import Contacts and Opportunities" feature allows you to efficiently import both contacts and opportunities from a CSV file. You can map fields, create or update records, and monitor the import process seamlessly, ensuring accurate data entry and time-saving for bulk actions.


Do check out this file before importing both contacts and opportunities: Import Opportunities.


TABLE OF CONTENTS

Step 1: Access Import Option

  • Navigate to the Opportunities section and click on the three dots (options menu).
  • Choose the Import option to begin the process.

Step 2: Select Objects to Import

  • In the import screen, select both Contacts and Opportunities as the objects you want to import and click on "Next".


Step 3: Upload CSV File

  • Upload a CSV file containing details for both Contacts and Opportunities.
  • Decide for each object whether you want to Create, Update, or Create & Update records during the import.
  • If an Opportunity ID is provided in the CSV, the opportunity will be updated. If not, a new opportunity will be created.
  • Click on "Next"
Contact de-duplication settings will be automatically fetched from the global settings and cannot be updated during the import process


Step 4: Map fields

  • Map fields from the CSV to the correct object fields.
  • Ensure you are selecting the right object (Contacts or Opportunities) when mapping each field to avoid errors.
  • This feature also allows the creation of contacts with multiple email addresses and phone numbers. These additional details will be added automatically during the import process.
  • If Contacts and Opportunities are on the same line in the CSV, they will be automatically mapped to each other.

Step 5: Verify and Import

  • Review your mappings, then confirm and proceed with the import.
  • You can also choose to create a smartlist, add contacts to a workflow or add a new tag to the imported contacts.

Step 6: Monitor Import Status

  • You can monitor the progress and status of the import via the Contacts and Opportunities Bulk Actions Pages.
  • Both contacts and opportunities imports will appear in the same place under Bulk Actions.
  • Click on the "Show Stats" button to view Stats of the import - you can also download the error log and view further details about the error and how to fix them in the "Error" tab