First, you need to create an Import Profile to use for the upload. Click here for more information on how to do this.
To import Opportunities to accessplanit, you will need to use the Opportunity Destination.
You will need to choose a unique field to use as your Key Column for the Opportunities Import Profile. This is mostly commonly 'Title' or 'DateCreated' as these will be unique fields for each sales opportunity you have.
The following fields are also mandatory for this import:
Then, you need to create your import file that you will use to upload the data. Below is a sample file showing you how to format it:
Opportunity Import Template File.xlsx
All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.
We always suggest running an Import Job on your test platform first, before you upload the data on live.
To learn how to complete an Import Job, click here.
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