Save time by uploading your Deals through a CSV file to FreeAgent CRM.
To import a CSV file for your Deals
Go to the Deals tab, click on 'Things You Can Do' to show the available options and click 'Import Deals.'
You will be presented with two options: 'Download CSV Template' or 'Upload CSV File.'
Choose 'Download CSV Template' and save the file on your computer.
The CSV template includes the default fields for Deals. Open the file and add all relevant information about your deals. Please note that not all fields of the CSV file are required, just fill in the information that you need.
Sample Deal CSV
IMPORTANT: Make sure that your file doesn't contain empty rows and that each cell includes only the requested information. Please don't change the columns' names included in the file. You can delete those you don't need.
Once you have all the data in the spreadsheet, save or export your file as a CSV.
Select the 'Upload CSV File' option and browse the files on your computer to upload the one you just created.
The file will be processed by FreeAgent CRM to create your Deals. Click on 'Done' to dismiss the message.
Your Deals will be created with the information of the file and will show up in the corresponding section as soon as the import process is complete.
If you create a deal for an account that you haven't added to FreeAgent CRM, the system will automatically generate the account for you.
Great! You have successfully imported your Deals to FreeAgent CRM.
It is also possible to import your Contacts and your Accounts. For more information, please visit the following tutorials: