Insites Docs Instance PipelinesPipeline OpportunitiesImporting and Exporting Data for Pipeline Opportunities

Importing and Exporting Data for Pipeline Opportunities

Last updated on October 23, 2024.

Insites enables you to import pipeline opportunity data into your Instance, saving you time over manual bulk data entry and simplifying the data migration process.

The following topics are discussed in this article:

  • Importing Opportunities
  • Exporting Opportunities
  • Importing Opportunity Activities

Importing Opportunities

To import pipeline opportunities:

  1. Navigate to Pipelines from the main menu.
  2. Select Opportunities.
  3. Select the overflow menu (), then select Import Opportunities.
  4. Select the CSV Template link on the 'Import Opportunities' drawer to download the import template.
  5. Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, return to the 'Import Opportunities' drawer by executing steps #1 - #3.
  7. Use the clickable area on the drawer to upload your CSV file.
  8. Select IMPORT OPPORTUNITIES.

These are the input requirements and descriptions for importing pipeline opportunity data into the Instance:

Column HeaderTypeRequiredDescription
UUID String No Universal Unique Identifier (UUID) of the opportunity.
Opportunity Name String Yes Name or label of the opportunity.
Opportunity Owner UUID String Yes Universal Unique Identifier (UUID) of the opportunity owner.
Opportunity Owner String No Owner of the opportunity. Values are derived from the list of administrators on the Instance.
Lead Source UUID String No Universal Unique Identifier (UUID) of the lead source.
Lead Source String No Source of the lead. Values are populated from pipeline system fields.
Lead Referred By UUID String No Universal Unique Identifier (UUID) of the contact that referred the lead.
Lead Referred By String No Contact that referred the lead. Values are populated from CRM Contacts.
Target Conversion Date String Yes The date and time the sale or deal is expected to be finalized. This field is used for reporting.
Company UUID String No Universal Unique Identifier (UUID) of the CRM company associated with the opportunity.
Company String No CRM Company associated with the opportunity.
Contact UUID String No Universal Unique Identifier (UUID) of the CRM contact associated with the opportunity.
Contact String No CRM Contact associated with the opportunity.
Division UUID String No Universal Unique Identifier (UUID) of the division associated with the opportunity. Values are populated from pipeline system fields.
Division String No Division associated with the opportunity. Values are populated from pipeline system fields.
Pipeline UUID String Yes Universal Unique Identifier (UUID) of the pipeline that the opportunity belongs to.
Pipeline String No The pipeline that the opportunity belongs to.
Probability Float No The probability that the lead will result in a sale or deal.
Order Number No The ecommerce order to which you want to relate to the opportunity.
Form Submission - Database Item ID String No The ID of the database item to which you want to relate to the opportunity. Generally, this is the form submission of the inquiry.
Value Float Yes The projected monetary value of the opportunity.
Stage UUID String Yes Universal Unique Identifier (UUID) of the pipeline stage the opportunity belongs to.
Stage String No The pipeline stage associated with the opportunity.
Status String Yes

The status of the opportunity. Options include:

  • Open
  • Won
  • Lost
  • Withdrawn
Won Reason UUID String No Universal Unique Identifier (UUID) of the opportunity's 'won reason'
Won Reason String No The reason the opportunity was won. This field appears when 'Won' is selected in 'Status' and is populated from the pipeline system fields. You can require users to provide a 'won' reason via pipeline configurations. For more details, see: Requiring users to provide a 'won' or 'lost' reason for an opportunity
Lost Reason UUID String No Universal Unique Identifier (UUID) of the opportunity's 'lost reason'
Lost Reason String No The reason the opportunity was lost. This field appears when 'Lost' is selected in 'Status' and is populated from the pipeline system fields. You can require users to provide a 'lost' reason via pipeline configurations. For more details, see: Requiring users to provide a 'won' or 'lost' reason for an opportunity

Exporting Opportunities

To export pipeline opportunities:

  1. Navigate to Pipelines from the main menu.
  2. Select Opportunities.
  3. Select the overflow menu (), then select Export Opportunities.

Importing Opportunity Activities

To import opportunity activities:

  1. Navigate to Pipelines from the main menu.
  2. Select Opportunities.
  3. Select the overflow menu (), then select Import Activities.
  4. Select the CSV Template link on the 'Import Opportunity Activity' drawer to download the import template.
  5. Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
  6. When your CSV file is ready, return to the 'Import Opportunity Activity' drawer by executing steps #1 - #3.
  7. Use the clickable area on the drawer to upload your CSV file.
  8. Select IMPORT OPPORTUNITY ACTIVITY.

These are the input requirements and descriptions for importing pipeline opportunity activity data into the Instance:

Column HeaderTypeRequiredDescription
UUID String No Universal Unique Identifier (UUID) of the activity
Activity Type String Yes

The type of activity you want to associate with the opportunity. Options include the following:

  • Call
  • Chat
  • Email
  • Event
  • File Note
  • Meeting
  • SMS
  • Other
Start Date String No Date and time the activity was initiated.
End Date String No Date and time the activity was ended.
Related Administrator UUID String No Universal Unique Identifier (UUID) of the administrator with which the activity is associated.
Related Contact UUID String No Universal Unique Identifier (UUID) of the contact with which the activity is associated.
Subject String No Subject of the activity.
Message String No Message contained in the activity.
Notes String No Notes related to the activity.
Opportunity Name String No Name of the opportunity with which the activity is associated.
Opportunity UUID String No Universal Unique Identifier (UUID) of the opportunity with which the activity is associated.
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