Import deals

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

💡 To import Deals, each contact must have an email address to link the Deal.

💡 Use our import template to easily import deals to the CRM.

You can import the following fields:

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

Go to Import and Export → Deals Import from file.

Import and Export | Deals | Import from file

Click on Select file to upload → choose the CSV file you wish to import.

Import Deals | Select file

Select file format (column separator) → click on Upload & Next.

, (comma) - Use this when your file uses commas to separate values. This is the most common format.

; (semicolon) - Use this when your file uses semicolons to separate values. This is common in some Excel regional settings.

Import deals | Select file format

💡 Open your file in a text editor to check the separator.

Under Step 1, match your file columns to OnePageCRM fields → click Next.

Import deals | Map fields

💡 Each deal needs a Deal name and Email address to be imported into your CRM account.

💡 Tick Ignore for fields you don’t want to import

Import deals | Ignore fields

Under Step 2, select the Pipeline to import these deals into and the deal owner → click Next.

Import Deals | Preferences

💡 To assign different Deal owners, split the import file into separate batches for each user.

Under Step 3, review the details of your import → click Start import.

Import Deals | Start import

💡 Deal Custom Fields must be created before importing.

💡 You can import up to 4,999 Deals or 16 MB at a time. Split larger files into smaller files.

💡 Deal Items can’t be imported through this process. Use Make.com to import or update them.

💡 Undo a Deal import within 24 hours. Go to the Import / Export history → Undo import.

Import Deals | Undo import