Import Deals
Bring deal records into CRM from a CSV file.
Use deal imports when moving opportunities from a spreadsheet or another CRM.
Import contacts and accounts first so deals can link to the right companies and people.
Import Deals
- Open CRM > Deals.
- Select the import action.
- Upload the CSV file.
- Map CSV columns to deal fields.
- Confirm required fields such as deal name and pipeline details.
- Start the import.
- Review imported deals and fix failed rows.
Run the first import with a small sample from each pipeline when possible. This tests mapping, stage names, owners, values, and close dates before the full pipeline is affected.
Prepare the CSV
Before importing, clean these fields:
- Deal name.
- Value and currency.
- Pipeline and stage.
- Status.
- Probability.
- Expected close date.
- Account or company name.
- Contact names or emails.
- Owner or assigned user.
Create or clean up pipelines and stages before importing. Deal imports are much harder to review when the CSV contains stage names that do not exist in Agiled.
Also decide how to handle closed opportunities from the old system. Importing old won and lost deals can help historical reports, but it can also clutter the active pipeline if statuses and close dates are not mapped correctly.
Keep the original export as a backup, then clean a working copy. Remove formula columns, duplicate opportunity rows, old-system pipeline metadata you will not use, and test deals.
Use plain numeric values for deal amount and probability. Remove currency symbols, thousands separators, and formulas from the import copy so mapping is predictable.
After Import
Review imported deals in table view first. Check that stages, statuses, values, and owners are correct before relying on reports or pipeline forecasts.
Then spot-check deal detail pages to confirm linked contacts, accounts, notes, tasks, and custom fields landed where expected.
Review at least one deal from each pipeline and each status. Open the account and contact links from the deal detail page so you know the relationship import worked, not just the deal row.
Create saved views or filters for imported deals during cleanup. A temporary view by import date, owner, or pipeline makes it easier to spot bad mappings and close stale opportunities.
Forecast Checks
Before using imported deals in forecasts:
- confirm currency and value fields are numeric
- confirm expected close dates are in the correct format
- confirm probability is mapped only when it is trustworthy
- confirm won and lost deals are not sitting in open stages
- confirm owners match active team members
If the old CRM used different probability rules, use Agiled pipeline stages and probability settings as the source of truth after import.
Failed Rows
Fix only the failed rows and rerun those rows when possible. Do not rerun the entire original file unless you are sure duplicates will not be created.
If many rows fail for the same reason, stop and fix the CSV or settings once instead of correcting rows one by one. Common causes are missing deal names, unknown stage names, invalid owners, badly formatted dates, and currency values with symbols or commas that the import cannot parse.
Import Cleanup Checklist
After a successful import:
- review open pipeline totals
- check won and lost status mapping
- confirm owners are active users
- confirm expected close dates are realistic
- link missing contacts or accounts
- close or archive stale opportunities
- compare one report with the original source file