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
Supported File Types
File Preparation Requirements
Structuring Your File
Monitoring Import Progress
Viewing Import Statistics
Additional Tips
Frequently Asked Questions
Need Help

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

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.