Import Your Data

Written By Adtaria Support

Last updated About 1 month ago

Import records using CSV files.

  • Upload a CSV file

  • Map columns to fields

  • Review import

  • Start import

  • Records are created automatically

Imports do not overwrite data unless explicitly mapped.

Before You Import

  • Download the CSV template

  • Make sure each row = one deal

  • Include clear column headers (example: Deal Name, Company, Value, Stage, Owner, Priority, Follow-up Date, Close Date)

  • If you’re importing dates, use a consistent format (MM/DD/YY works well)

Importing via CSV

  1. Go to the Pipeline page

  2. Click Import (or Import CSV) in the Pipeline action bar

  3. Upload your .csv file

  4. Map your CSV columns to the correct deal fields

  5. Choose how to handle Stages:

    • Map to an existing Stage, or

    • Create new Stages

  6. Review the import preview

  7. Click Start Import

Import will apply automatically once confirmed

Note: If any rows fail, fix the CSV and re-import only the failed rows (or download the error report if available).

Common Issues

  • Stage not found → stage name doesn’t match exactly

  • Invalid date → date format is inconsistent

  • Value not importing → includes symbols/commas or is stored as text

Use Cases

  • Move deals over from another CRM

  • Bulk-add leads from an event list

  • Upload a backlog of opportunities into a new pipeline

  • Standardize your Pipeline by importing clean, structured data