How to update existing opportunities via Import?

Updated on April 26, 2021 07:12AM by Admin

You can create Opportunities individually or you can import the list of opportunities through imports with a CSV spreadsheet file.

Steps to Upload Opportunities from a CSV File

  • Log in and access Opportunities App from your universal navigation menu.
  • Click on the More(...) icon and select Import.

  • Before uploading your file, verify that you don’t make any common errors.
  • Click on the Import button.

  • You can import the files using two different options.
  • If you choose New Import, you can import a completely new .csv file.
  • If you select Update Existing records, you can update the existing Opportunities based on any specification.
  • You need to Browse and choose a .csv file and click on Next.
Update Existing Record

  • You will have an added field called Uniqueness Check. Click to check the opportunities based on criteria and then click on Import.
  • Map Opportunities fields to respective CSV fields as shown in the below instance. Make sure to map the custom mandatory fields.
  • After mapping all fields as shown in the below instance, hit the Import button to import records.
Uniqueness Check

  • Once you are done with mapping, click Proceed on each validation.

  • Finally, the page will show the number of #of Records, #deleted records, and #of ignored records and click on Start Import.
start Import

  • Here we go, the import is done successfully and the log will display the totals of imported records, failed, and etc.

Import Done