How to Import Deals in Bulk

How to Import Deals in Bulk

When the team receives a large number of deals, manually adding the deal one after another will be a tedious task. So, Kylas CRM provides the option to upload the deals in Bulk using an .CSV file. This article covers the steps for uploading deals in bulk to the system from a CSV file.

Prerequisites:

  1. Permissions:  Any user with permission to Create Deal and Read access on Contact
  2. Product Plans: Embark/Elevate
  3. Activities to be Completed: None

Step by Step Process:

Step 1: Navigate to CRM Settings > Dashboard > Data Management



Step 1 (a): Click on Import Data button



Step 1 (b): Click on Import



Step 2: Choose "Deal" option from dropdown & Click on “Get Started” 


Note:- You can download sample file (Sample file consists of dummy import data for your reference).

Step 3: Click on Select file to choose a CSV file that consist your arranged deals data that needs to be imported.



Step 4: Please check box to select my file has a header if your file consists of a headers and click on next.



You can import a maximum of 10000 deals in a batch

Step 5: Now map your file columns with system fields provided



Map minimum required fields mapped for deals / no to proceed further

Step 6: You can choose to skip unmapped fields if all data in excel is not required to be uploaded in bulk 




Step 7: Last step, review the defined data to be imported & click on “Import Data” 



Please note: Importing of data cannot be paused and once imported, cannot be reversed
In case of wrong data input in excel file used, system throws an error & provide excel export with error reasons to rectify & re upload. 




Notes
  1. Only CSV files are supported to upload data in bulk
  2. Upon successful upload, status can be checked under All Imports > Import Status
  3. If status is "Draft" same can be used to edit & re upload


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