How to import deals into OnePageCRM

You can import multiple deals into OnePageCRM once your file is saved in a . CSV (coma separated value) file format.

You can import the following fields: Email address, Deal name, Amount, Number of months, Cost, Commission %, Commission amount, Deal created, Expected close date, Close date, Deal stage, Notes along with any Deal Custom Fields you've created.

1
Go to your User Profile (top right)     Import and Export under   IMPORT FROM FILE  →Select  Deals.
 
2
Select file → choose the .CSV file you wish to import. 
3
Select your preferred .CSV file format: , comma or ; semicolon and select  Upload & Next.
4
In step  MAP FIELDS → map the columns from your uploaded file with OnePageCRM fields → Select  Next.  Note: Each deal needs to have a contact name and deal name in order for it to be imported.
5
Select the pipeline you wish to import these deals to (if only one pipeline, this will be already selected) and click on  Next. 

6
Review the details of your import →  Import now.  

7
Once the import is successful, the following message will appear:  "Success! Your import has been queued. You will be emailed when it is completed. Go back to the Import and Export Page to see its progress."

    NOTES
    • You must create deal custom fields in OnePageCRM prior to doing your import.
    • The maximum number of deals you can import at one time is 4,999. If your file is larger then you'll need to split it into smaller files.
    • You cannot import deal items
    • The default column separator for .csv file is the , (comma) character. 
    • There is an option to undo your deal import for 24 hours after you completed it. Go to the Import & Export page and scroll down to the Import / Export history section and click Undo import.

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