Importing Contacts and Opportunities via CSV

Modified on Fri, 1 Nov at 12:45 AM

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 the following files before importing both contacts and opportunities: Import Contacts and Import Opportunities.

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