Import deals
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:
Deal Custom Fields must be created in OnePageCRM before performing the CRM import.
Select from the following options:
- , (comma)
- ; (semicolon)
Each deal needs a Contact name and a Deal name to be imported into your CRM account.
If there is only one pipeline, this will already be selected.
Once the import is successful you will receive an email confirmation to notify you that the import is ready.
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.