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Import deals

💡 Good to know
Only Sales Platform Pro users can have more than 50 open deals at a time. You will not be able to create new deals on a Free plan if you reach that limit.

You can quickly add or update multiple deals by uploading a comma-separated value (CSV) file that contains new or ongoing deals, as well as their attributes.

If you only want to import one deal, you can easily create it from our deal form. To learn more, check our dedicated article Create a deal.

Before you start

  • Make sure you follow our formatting guidelines to prepare your import file before uploading it.
  • Note that you can only import one file at a time
  • If you plan on importing custom attributes for your deals, you can either create them before the import or while mapping the attributes during the import.
  • When importing new deals, you can associate them with existing contacts or companies. To do so, include the ID or email address of the existing contacts and the ID or name of the existing companies directly in your import file. To learn more, check our dedicated article Associate your companies, deals, and contacts.
  • If you are planning on updating existing deals, we recommend you check our dedicated article about updating your deals in bulk.

Once your import file is ready, you can start importing your deals. Note that you can only import one file at a time so, if you have several import files, you'll have to follow this procedure for each file.

📤 Step 1: Upload your file

  1. Go to Deals.
  2. Click Import deals.
  3. Select your import file or drag and drop it within the outlined area.
  4. Check that the deals and attributes are separated correctly in the preview of the data to be imported. The header row shown in the preview is the same as the one in your import file.
  5. Click Confirm your file.
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🗺️ Step 2: Mapping data

You will now indicate how we should match the data from your import file to your list of deals. If you have already created your custom attributes, we will attempt to correctly match the data from your file to an existing deal attribute.

Map data with an attributeCancel an importAdd a new attribute

If some data wasn't mapped to the right attribute or at all, you can map it manually:

  1. In the Deal attribute column, click the drop-down menu next to the data you want to map.
  2. Select the attribute that you want to map with your data.
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Once you are done with the mapping of your data, click Confirm mapping.

🏁 Step 3: Finalize your import

Based on the content of your import, you may have to confirm a few additional settings:

Use company name to update existing companies

If you associated your deals with existing companies during the import, and this option is enabled, the company name in your file will be used as an identifier, and the existing company with this name will be updated or created if it does not yet exist.
If
disabled, every line in your file will be handled as a new company to create, which might result in potential duplicates in your database if you didn't also include the Company ID field in your import file.

Import empty fields
💡 Good to know
This setting will only appear if you included the ID of your existing deals in your import file. The ID can be retrieved by exporting your existing deals. Learn more in our dedicated article about exporting your deals.

When importing existing deals, you can delete their attribute data by replacing the existing data in your file with empty fields and enabling the Import empty fields to erase existing attribute data option.

If you do not want to erase any existing data, keep the option disabled to keep the attributes unchanged, even if there are empty fields in your import file.

Associate objects

If you associated your deals with existing contacts or companies during the import, you'll have to choose if you want to link or unlink them. To learn more, check our dedicated article Associate your companies, deals, and contacts.

Once you are done, click Confirm your import to begin the import process. Note that large imports may take a few moments to process fully. Once your import is completed, you will be redirected to your Deals page.

Import report

In the confirmation banner, click See import report to access a report that summarizes the details of your import, including the number of imported and not imported deals, the number of new or updated deals, and the number of associated objects. 

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If a deal was not imported, you can download an error report with information about the deals that couldn't be imported and the reasons.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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