How to Import and Export Opportunities on Freshsales
Importing Opportunities
To import opportunities into Freshsales, follow these steps:
Prepare Your Data: Ensure your data is in a CSV file format. The file should include all necessary CRM mandatory fields such as opportunity(deal) name, stage, value, close date, etc.
Log in to Freshsales: Access your Freshsales account using your credentials.
Navigate to Opportunities: Go to the 'Opportunities' section from the main menu.
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Import Data:
- Click on the 'Import opportunities' button.
- Select the CSV file you prepared.
- Map the columns in your CSV file to the corresponding fields in Freshsales.
- Review the mapped fields and make any necessary adjustments.
- Click 'Import' to upload the data.
Verify Import: Once the import is complete, check the opportunities section to ensure all data has been imported correctly.
Exporting Opportunities
To export opportunities from Freshsales, follow these steps:
Log in to Freshsales: Access your Freshsales account using your credentials.
Navigate to Admin settings: Go to the 'Admin settings' on the menu tab > Account settings > Account settings
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Export Data:
- Click on the 'Export data' button.
- Select the time period. You can even choose your own customized period.
- Select the records you want to export, 'Opportunities'.
- Click 'Export' to download the file.
- Side note: Exported data will be sent as a ZIP file to your email.
Verify Export: Open the downloaded file to ensure all necessary data has been exported correctly.
By following these steps, users can efficiently import and export opportunities in Freshsales, ensuring their data is accurately managed and transferred.