Our Opportunity Import allows you to import Opportunities in bulk from an Excel spreadsheet, helping you store all of your data in one place. To learn how to use the Opportunity Import tool, check out this article.
The following guide will provide help when filling out the Opportunity Import Excel template.
Please note: If you need to import to fields that are not listed below, then please reach out to our team here to learn about our custom Opportunity import services.
Mandatory Fields
All the fields included in this section are compulsory to fill in when importing data into the CRM.
Opportunity Contact ID: Every contact within your CRM will have a unique ID number. You can find the contact ID on the contact record as highlighted in the below screenshot. Please note: this means the contacts need to be created in the CRM before importing your Opportunities. Click here to learn more about our Company & Contact importer.
Status Description: The status represents the stage at which the opportunity is at within the Pipeline. For example, your starting status within the pipeline may be 'Unqualified' and the final status may be either Lost or Won. Click here to learn how to configure your Opportunity Statuses.
Opportunity Estimated Close: This is the date where you're expecting to close your opportunity. You can change this on the opportunity once imported.
Opportunity Guttometer: The Guttometer is used to record how likely you think the Opportunity is to be successfully completed. A value from 0 – 100% can be entered, this can then be used within reports.
Source Name: These are very useful options to record where the Opportunity originally came from. Options could include an Exhibition, a Mail Shot, generated from a Salesperson visit or by visiting your Website. Click here to learn how to configure these.
Salesperson Email Address: This would be the email address of the staff member who takes overall responsibility of the Opportunity. Please note: they need to be setup within CRM as a user to be able to assign these opportunities to the sales person.
Recommended Fields
All fields included in this section are optional when importing data into the CRM.
Contact Email: This will be the email address of the contact that the opportunity is for.
Opportunity Description: When entering the description, remember that this is what will be displayed when you are looking under the parent record; therefore, it should have a relevant name.
Pipeline Description: The Sales Opportunity Pipeline should represent the steps that your sales Opportunity would take from start to finish. For example, your starting status within the pipeline may be 'Unqualified' and the final status may be either Lost or Won. Please note, you can have multiple Sales Opportunity Pipelines configured, this would be the name of the Pipeline you wish to use. Click here to learn more about how to configure your Pipelines.
Status Detail Description: Status Detail can be helpful when further clarifying the current status. For example, a status of 'Lost' doesn't really explain why this Opportunity fell through, so you may have a Status Detail options including 'Lost to Competitor', 'Lost due to price' etc.
Type Description: The Opportunity Type should help categorise the sales Opportunity. The Type can be selected from a drop-down and this is configurable if you have the correct level of authority within the CRM. E.g. Coffee Machines vs Coffee Beans Supply. Click here to learn more about how to configure your Opportunity Types.
Opportunity Summary: The summary field should be used to provide a general overview of what this Sales Opportunity entails.
Note: - Any notes entered here will go into the activity notes section of your opportunity. Great idea would be to input any current situations into this column.
Task Date: If you wish to assign a task to a member of staff, enter the date of when you'd like the task to be set to. E.g. 20/02/2025.
Opportunity Value: The Opportunity Value is a value field to enter how much we expect this opportunity to be. E.g. £100 or $500. The currency will default to your home currency in your CRM.
Now that you've populated the Data Import Template, click here to see how you can import your data into the CRM.