How to import deals into OnePageCRM

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

You can import the following fields:

Email address	Commission %	Deal stage
Deal name	Commission amount	Notes
Amount	Deal created	Deal Custom Fields
Number of months	Expected close date
Cost	Close date

Note: Deal Custom Fields must be created in OnePageCRM before performing the import.

Go to your User/Profile icon (top right-hand corner) → Import and Export → Deals Import from file.

Import & Export Page, click on Deals Import from file.

Under Import deals from file → click Select file to upload → choose the CSV file you wish to import.

Select file format (column separator) from the options below:

, (comma)
; (semicolon)

Click Upload & Next.

Select file, file format and click Upload & Next.

Under Step 1 Map Fields → map the columns from your uploaded file with OnePageCRM fields and tick the Ignore checkbox for fields you don't want to import → click Next.

Map fields

Note: Each deal needs a Contact name and Deal name to be imported.

Under Step 2 Preferences you can select the Pipeline you wish to import these deals to, in case you have multiple Pipelines → click Next.

Note: If there is only one pipeline, this will be already selected.

Select Pipeline

Under Step 3 Import review the details of your import → click Import now.

Once the import is successful you will receive an email confirmation to notify you that the import is ready.

Start import button

Notes:

Deal Custom Fields must be created in OnePageCRM before performing the import.
The maximum number of deals you can import at one time is 4,999. If your file is larger you will 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 complete it. Go to the Import & Export page → scroll down to the Import / Export history section and click Undo import.