Import deals and move from another tool

If you are moving from another tool or a spreadsheet, bring your people in first and your deals second, so each deal can be linked to the right client.

Choose how to bring data inCopy Anchor Link

• Contacts from any spreadsheet: see Import and export contacts.
• Deals from any spreadsheet: follow the steps below.
• From Dubsado, HoneyBook and other tools: use the importers in Settings › Apps, which already know how those tools lay out their files. See Imports.

Prepare your deals fileCopy Anchor Link

Save a CSV file with one deal per row. Agiled can fill the deal's Name (required), Value, Currency, Status, Pipeline, Stage and Expected close date.

• Create your pipelines and stages in Agiled first, and use the same stage names in your file.
• Use plain numbers for value, without currency symbols or thousands separators.

Import dealsCopy Anchor Link

1. Open CRM › Deals.
2. Choose More › Import.
3. Upload your CSV file.
4. Match each column to an Agiled field, or choose Ignore Column.
5. Check the Preview and fix any rows marked Needs correction.
6. Select Import Rows.

You're done when the summary shows the rows created, and your deals appear on the Kanban board in the right stages.

Good to knowCopy Anchor Link

• Try a few rows from each pipeline first, so you can check stages and values before importing everything.
• If many rows fail for the same reason, fix the file once and import only the failed rows again.
• Old won and lost deals are useful for reports. Make sure their status says so, or they will sit in your open pipeline.

RelatedCopy Anchor Link

• Track deals in your pipeline
• Manage CRM pipelines
• Import failures