CSV Import Opportunities is Live!
New Feature Alert: Bulk Import for Opportunities
We are excited to announce a new feature that enhances the efficiency of managing your opportunities. You can now perform a bulk import using CSV files. This update simplifies the process, making it more streamlined and user-friendly. Below, we break down the steps and key aspects of this feature.
Key Features
CSV File Import: Effortlessly import opportunities using CSV files.
Field Mapping: Map over all your fields easily during the import process.
Add Tags: Option to add tags to opportunities upon import for better organization.
Error Handling: Get detailed feedback on any import errors and success rates.
Migration Support: Simplifies migrating opportunities from other systems.
How to Use the New Bulk Import Feature
Step-by-Step Instructions
Access the Opportunities Page:
Navigate to the opportunities page within your account.
Upload CSV File:
Drag and drop your CSV file containing the opportunities.
Field Mapping:
Map your fields to ensure all data aligns correctly.
Review the mappings and adjust as necessary.
Handle Unmapped Columns:
Identify and decide whether to import columns that aren't mapped.
Add Tags:
Optionally, add tags to the opportunities to categorize them effectively.
Start the Import:
Hit the import button to begin the process.
Review Import Status:
Check for any errors and review success rates post-import.
Address any issues such as invalid contacts as indicated.
Migration Made Easy:
Easily migrate opportunities from other systems, simplifying the transition.
Benefits
Efficiency: Save time with bulk import capabilities.
Accuracy: Ensure data accuracy with field mapping.
Organization: Improve data management with tagging.
Ease of Use: User-friendly interface simplifies the import process.
This new feature is a game-changer for managing opportunities within your system, ensuring a smoother, more efficient workflow.
