Import Opportunities into Salesforce (from CSV file)

Published 17 June 2019

Description

Add opportunities into Salesforce from a CSV file. Easily map the links to their related Accounts and Contacts without the need for ID's.

1. Connect your Salesforce account

2. Upload your CSV file with opportunities data

3. Map the fields for each column of opportunity data you wish to include

4. Click start, and see the results in Salesforce

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Business Data Glossary
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