Import records
Bring real opportunity records into the CRM with strict validation. No sample rows are provided or created.
Opportunity CSV
The entire file is rejected if any row is invalid. Maximum 500 rows and 2 MB.
Required header
Use exact enum values already shown in the CRM forms. Leave genuinely unknown optional cells blank.
name,recordType,sourceChannel,sourceDetail,mandateFit,askDollars,keyNumberOne,keyNumberTwo,keyNumberThree,nextAction,nextActionDate,owner,notes
- recordType: BUSINESS, BUILDING, LAND, or PORTFOLIO
- mandateFit: NOT_RECORDED, YES, or NO
- Dates: YYYY-MM-DD
- Amounts: dollars without currency symbols