Import Opportunities from a CSV File

Importing a batch is much faster than adding deals one by one.

File requirements

CSV only, under 30 MB, single sheet, header row required. Admin-level access required.

Required columns

Contact ID, Opportunity Name, Pipeline (must match an existing pipeline name). Opportunity Value is optional. Include Opportunity ID if updating existing records.

Steps

1. Go to Opportunities, click Import.
2. Choose opportunities alone, or with new contacts.
3. Upload CSV, choose new import or update.
4. Map columns — a green checkmark confirms correct mapping.
5. Confirm required fields are mapped, add tags if useful, click Start Bulk Import.

Before you click import

Can't be undone — review contact IDs, pipeline names, and value formatting first. Test with a handful of rows if unsure.