{"id":518,"date":"2026-03-09T11:29:42","date_gmt":"2026-03-09T11:29:42","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=518"},"modified":"2026-03-13T06:27:11","modified_gmt":"2026-03-13T06:27:11","password":"","slug":"importing-opportunities-using-a-csv-file","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/importing-opportunities-using-a-csv-file\/","title":{"rendered":"Importing Opportunities using a CSV file"},"content":{"rendered":"<h2 id=\"Importing-Opportunities-via-CSV\u00a0\" dir=\"ltr\" data-identifyelement=\"520\"><strong dir=\"ltr\">Importing Opportunities via CSV\u00a0<\/strong><\/h2>\n<p dir=\"ltr\" data-identifyelement=\"519\">Importing opportunities allows you to bulk add or update deals in your OneSystemCRM. This streamlines data entry when onboarding clients or transitioning from another CRM, ensuring pipeline stages are aligned and sales activity is tracked accurately.<\/p>\n<p data-identifyelement=\"521\">Efficiently managing opportunities through CSV imports helps keep your pipeline updated and your team aligned.<\/p>\n<ul data-identifyelement=\"522\" data-spread=\"false\">\n<li data-identifyelement=\"523\">\n<p data-identifyelement=\"524\"><strong data-identifyelement=\"525\">Save time:<\/strong> Upload dozens or hundreds of opportunities in one go.<\/p>\n<\/li>\n<li data-identifyelement=\"526\">\n<p data-identifyelement=\"527\"><strong data-identifyelement=\"528\">Maintain data accuracy:<\/strong> Structured fields prevent common errors.<\/p>\n<\/li>\n<li data-identifyelement=\"529\">\n<p data-identifyelement=\"530\"><strong data-identifyelement=\"531\">Improve consistency:<\/strong> Ensure pipeline stages and values follow a standard.<\/p>\n<\/li>\n<li data-identifyelement=\"532\">\n<p data-identifyelement=\"533\"><strong data-identifyelement=\"534\">Speed up onboarding:<\/strong> Quickly integrate leads from previous systems.<\/p>\n<\/li>\n<li data-identifyelement=\"535\">\n<p data-identifyelement=\"536\"><strong data-identifyelement=\"537\">Update existing deals:<\/strong>\u00a0Easily modify opportunity stages or values.<\/p>\n<\/li>\n<li data-identifyelement=\"538\">\n<p dir=\"ltr\" data-identifyelement=\"539\"><strong data-identifyelement=\"540\">Sync contacts and opportunities:<\/strong>\u00a0Ensure opportunity data links directly to contact records.<\/p>\n<\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"How-to-Import-Opportunities\" dir=\"ltr\" data-identifyelement=\"541\"><strong>How to Import Opportunities<\/strong><\/h2>\n<p dir=\"ltr\" data-pm-slice=\"1 1 []\">Importing opportunities involves a series of steps to ensure your sales data is accurately and efficiently entered into the CRM. From preparing your CSV file to mapping fields and confirming the import, this section walks you through everything you need to know to complete a successful import process. Follow these steps to successfully import opportunities into OneSystem using a CSV file.<\/p>\n<h3 id=\"Step-1:\u00a0Navigate-to-the-Opportunities-Tab\" dir=\"ltr\" data-identifyelement=\"590\"><strong><u>Step 1:\u00a0<\/u><\/strong><u dir=\"ltr\">Navigate to the Opportunities Tab<\/u><\/h3>\n<p>From the\u00a0<strong>Opportunities Tab<\/strong>, click on the\u00a0<strong>Import<\/strong>\u00a0button to get started.<img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-524 size-full\" src=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-scaled.png\" alt=\"\" width=\"2560\" height=\"1186\" srcset=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-scaled.png 2560w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-300x139.png 300w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-1024x474.png 1024w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-768x356.png 768w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-1536x711.png 1536w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-2048x948.png 2048w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/dmNghj-ZxoR9JhTKtXJ_qinPuZaG_v_tTw11-3-360x167.png 360w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3 id=\"Step-2:\u00a0Select-What-to-Import\" dir=\"ltr\" data-identifyelement=\"605\"><u><strong>Step 2:\u00a0<\/strong>Select What to Import<\/u><\/h3>\n<p dir=\"ltr\">Choose whether you\u2019re importing only Opportunities or both Contacts and Opportunities.<img decoding=\"async\" class=\"alignnone wp-image-525 size-full\" src=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-scaled.png\" alt=\"\" width=\"2560\" height=\"1235\" srcset=\"https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-scaled.png 2560w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-300x145.png 300w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-1024x494.png 1024w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-768x371.png 768w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-1536x741.png 1536w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-2048x988.png 2048w, https:\/\/onesystemcrm.com\/help\/wp-content\/uploads\/2026\/03\/gB0nH9yhrsJcbDs1ccI61Se_uwwrNLUlkQ11-360x174.png 360w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p dir=\"ltr\">\n<h3 id=\"Step-3:\u00a0Upload-Your-CSV-File\" dir=\"ltr\" data-identifyelement=\"621\"><strong><u>Step 3:\u00a0<\/u><\/strong><u>Upload Your CSV File<\/u><\/h3>\n<p dir=\"ltr\" data-identifyelement=\"627\">After selecting to<strong>\u00a0Import Opportunities<\/strong>, click Next, then upload your CSV file and select the correct import type depending on whether you\u2019re adding new contacts or updating existing ones.<\/p>\n<p dir=\"ltr\" data-identifyelement=\"627\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155045398892\/original\/qm1aXwlk4hODcM2__8teU7ZgUUYUANY32w.gif?1745247178\" data-attachment=\"[object Object]\" data-id=\"155045398892\" data-index=\"2\" \/><\/p>\n<h3 id=\"Step-4:\u00a0Mapping-Column-to-Fields\" dir=\"ltr\" data-identifyelement=\"651\"><strong><u>Step 4:\u00a0<\/u><\/strong><u>Mapping Column to Fields<\/u><\/h3>\n<p dir=\"ltr\" data-identifyelement=\"657\">Ensure each column in your file is correctly mapped to the corresponding field in the system. A few things to note:<\/p>\n<ol data-identifyelement=\"687\">\n<li dir=\"ltr\" data-identifyelement=\"688\">Checking the &#8220;Don&#8217;t update Empty Values&#8221; checkbox will not update any field if the imported file has empty values and the field does have some value for the opportunity.<br \/>\n<br data-identifyelement=\"690\" \/><\/li>\n<li dir=\"ltr\" data-identifyelement=\"691\">If you decide not to import a certain field, you can choose to keep it unmapped and check the box on the bottom to proceed. -&#8220;Please ensure all mandatory fields are mapped. To proceed, either map all fields or choose Don&#8217;t import data for unmapped columns.&#8221;<br \/>\n<br data-identifyelement=\"660\" \/><\/li>\n<li dir=\"ltr\" data-identifyelement=\"661\">If Contacts and Opportunities are on the same line in the CSV, they will be automatically mapped to each other.<\/li>\n<li dir=\"ltr\" data-identifyelement=\"661\">Match your CSV columns to the required onesystem fields:<\/li>\n<\/ol>\n<ul data-spread=\"false\">\n<li><strong>Contact ID<\/strong>\u00a0(required)<\/li>\n<li><strong>Opportunity Name<\/strong>\u00a0(required)<\/li>\n<li><strong>Pipeline<\/strong>\u00a0(required)<\/li>\n<li><strong>Other fields<\/strong>: Opportunity Value, Opportunity ID (if updating)<\/li>\n<\/ul>\n<p dir=\"ltr\">Mapped fields with correct values will show green checkmarks. If a field is missing or incorrect, a yellow warning triangle will appear.<\/p>\n<p dir=\"ltr\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155045399088\/original\/i83vv5109onZK191E1UJ32Vt-Xa4dvoCew.gif?1745247525\" data-attachment=\"[object Object]\" data-id=\"155045399088\" data-index=\"3\" \/><\/p>\n<pre class=\"fd-callout fd-callout--idea\"><strong>Tip<\/strong>: When all required fields are mapped successfully, all indicators will turn green.<\/pre>\n<h3 id=\"Step-5:\u00a0Verify,-Confirm,-and-Finalize-Selection\" dir=\"ltr\" data-identifyelement=\"670\"><strong><u>Step 5:\u00a0<\/u><\/strong><u>Verify, Confirm, and Finalize Selection<\/u><\/h3>\n<p dir=\"ltr\">Finalize the setup by reviewing your preferences, checking field mappings, and confirming consent before starting the import. This final step ensures that contacts are correctly tagged, sorted, and added to workflows, with your data fully verified. In the final step, you can:<\/p>\n<ul data-identifyelement=\"601\" data-spread=\"false\">\n<li data-identifyelement=\"602\">\n<p data-identifyelement=\"603\">Add tags to imported contacts (optional)<\/p>\n<\/li>\n<li data-identifyelement=\"604\">\n<p data-identifyelement=\"605\">Review the document name and mapped fields<\/p>\n<\/li>\n<li data-identifyelement=\"606\">\n<p dir=\"ltr\" data-identifyelement=\"607\">Click\u00a0<strong data-identifyelement=\"608\">Start Bulk Import<\/strong>\u00a0to complete the process<\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-identifyelement=\"607\">Review your Field Mapping. Make sure all mandatory fields are correctly mapped. Confirm that custom fields are assigned as intended. Optional: Unmapped columns will be ignored automatically.<\/p>\n<p><u dir=\"ltr\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155045399230\/original\/1FXu2Z7mvmnfEZkhLSHNqygn_K8_M9aPmQ.gif?1745247756\" data-attachment=\"[object Object]\" data-id=\"155045399230\" data-index=\"4\" \/><\/u><\/p>\n<hr \/>\n<h2 id=\"Optional:-Import-Contacts-&amp;-Opportunities\" dir=\"ltr\" data-identifyelement=\"700\"><strong>Optional: Import Contacts &amp; Opportunities<\/strong><\/h2>\n<p dir=\"ltr\" data-end=\"573\" data-identifyelement=\"704\" data-start=\"285\">If your CSV includes both contact and deal (opportunity) information, you can import both at once using the same flow. This is especially useful if you&#8217;re onboarding new leads directly into your sales pipeline and want to associate them with a stage or deal value during the import. The process remains exactly the same as importing contacts, the only difference is selecting both &#8220;Contacts&#8221; and &#8220;Opportunities&#8221; during the initial import setup.<\/p>\n<p dir=\"ltr\" data-end=\"867\" data-identifyelement=\"707\" data-start=\"761\">After clicking the\u00a0<strong>Import<\/strong>\u00a0button on the Contacts page, you\u2019ll be prompted to select objects to import. Simply check both and proceed with the same steps as stated above.<\/p>\n<h2 dir=\"ltr\" data-end=\"867\" data-identifyelement=\"707\" data-start=\"761\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155045399289\/original\/ee7wjJSlhAu6H2VG-HVe8r8PAXJhpnsw2g.jpeg?1745247905\" data-id=\"155045399289\" data-attachment=\"[object Object]\" data-index=\"5\" \/><\/h2>\n<hr \/>\n<h2 id=\"Frequently-Asked-Questions\" dir=\"ltr\" data-end=\"867\" data-identifyelement=\"707\" data-start=\"761\"><strong>Frequently Asked Questions<\/strong><\/h2>\n<p dir=\"ltr\" data-identifyelement=\"614\"><strong data-identifyelement=\"615\">Q: Can I import opportunities without contact data?<\/strong><\/p>\n<p dir=\"ltr\" data-identifyelement=\"614\">No, each opportunity must be linked to a valid\u00a0<strong data-identifyelement=\"616\">Contact ID<\/strong>\u00a0in your account.<\/p>\n<p dir=\"ltr\" data-identifyelement=\"617\"><strong data-identifyelement=\"618\">Q: What file format is required?<\/strong><\/p>\n<p dir=\"ltr\" data-identifyelement=\"617\">The file must be in\u00a0<strong data-identifyelement=\"619\">CSV format<\/strong>\u00a0(max 30MB).<\/p>\n<p dir=\"ltr\" data-identifyelement=\"620\"><strong data-identifyelement=\"621\">Q: Can I import opportunities into multiple pipelines?<\/strong><\/p>\n<p dir=\"ltr\" data-identifyelement=\"620\">Yes, as long as the\u00a0<strong data-identifyelement=\"622\">Pipeline<\/strong>\u00a0name matches one that already exists in your account.<\/p>\n<p dir=\"ltr\" data-identifyelement=\"623\"><strong data-identifyelement=\"624\">Q: What happens if fields are mapped incorrectly?<\/strong><\/p>\n<p dir=\"ltr\" data-identifyelement=\"623\">The import will fail or skip affected rows. Ensure all required fields are properly mapped and formatted.<\/p>\n<p dir=\"ltr\" data-identifyelement=\"625\"><strong data-identifyelement=\"626\">Q: Can I preview or undo an import?<\/strong><\/p>\n<p dir=\"ltr\" data-identifyelement=\"625\">Imports cannot be undone. Always double-check your data before importing. You can review past imports in\u00a0<strong data-identifyelement=\"627\">Bulk Actions<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Importing Opportunities via CSV\u00a0 Importing opportunities allows you to bulk add or update deals in your OneSystemCRM. This streamlines data [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[39,16],"doc_tag":[],"class_list":["post-518","docs","type-docs","status-publish","hentry","doc_category-getting-started-with-opportunities","doc_category-pipelines-opportunities"],"year_month":"2026-07","word_count":748,"total_views":"16","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Getting Started with Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/getting-started-with-opportunities\/"},{"term_name":"Pipelines &amp; Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/pipelines-opportunities\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/518","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=518"}],"version-history":[{"count":3,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/518\/revisions"}],"predecessor-version":[{"id":526,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/518\/revisions\/526"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=518"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=518"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}