Import & Export Tools

Opportunity Import Details

Use the Opportunity Import to update multiple existing auto-match or apply-to only opportunities at the same time (new dates, updated descriptions, etc.).

To update multiple existing auto-match or apply-to opportunities:

Go to Site, Settings, Import & Export Tools.
Under Opportunity Import CSV, select Export Current Opportunities.
Go to Site, Files, Files to access the report.
Make changes as needed while following these guidelines in the downloaded report:
- Don't change the id column, name column, portfolio_id column, or the first row of column headings
- Don't insert new columns or rows
- For text fields, avoid foreign language characters or paragraph breaks
- For number fields, avoid currency symbols, decimals, or commas
- For dates, format as MM/DD/YYYY
- Delete all rows that contain renewal opportunities.
Save your updated file in a .CSV UTF-8 format.
Under Opportunity Import Details, select Choose File and select the file from your computer.
Select Update Settings.

Note: Depending on the amount of changes, you may not see your changes for an hour or more.

Note: The user who uploaded the file receives an email with the status if there are any issues.