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Update Deals via CSV File

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  • Moni

    Hello Patrick,

    Our team has updated you in the chat, but let me reshare the steps to achieve your requirement if you have missed them.

    Updating deals are possible using CSV import. But for that, you will require to pass the deal IDs in the import sheet. Please follow these steps to perform your import.

    To download deals data that you already have in the system, please follow these steps:

    1. Goto Setup >> Export >> Deals
    2. Select the view (deal list) which you want to export
    3. Check the Deal Id column while exporting the data.
    4. Hit Export

     

     

    You will get a notification when the export finishes. Download the file, make all required changes and upload back the file inside the system. To import the file you can follow these steps.

     

    1. Goto Setup >> Import >> Choose import via CSV / Excel
    2. Import your file (detailed help)
    3. Map required columns
    4. Please map the ID field with the Deal's id fild.
    5. Select the checkbox that you want to perform bulk update operation.

     

    With this, you can update deals in bulk. In case if you require any further help, then feel free to buzz us over the chat.

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