1. Feature Overview
In addition to opportunities users add manually and via automations, you can also import opportunities into LeadSquared using a CSV file. This helps you create opportunities in bulk, such as for leads interested in term insurance, medical insurance, home insurance, automobile insurance, and accidental insurance.
2. How it Works
- On a CSV file, add opportunity fields with data, along with a lead or opportunity identifier field.
- Upload it to your LeadSquared account and map it to the relevant opportunity fields.
- Create opportunity import rules to define how the system handles duplicates.
- A Validation Report displays whether the import was successful.
- After a successful import, the opportunities are created in your account.
3. Upload the CSV File
- Navigate to Lead Management>Opportunities, and from the left-tab, select the Opportunity Type you want to import.
- Hover your cursor on the three dots menu on the top-right corner, and click Import Opportunity Type.
- On the Import Opportunity via CSV pop-up, under the Upload File tab, download the sample CSV file, and populate it with the relevant opportunity fields#.
- Alternatively, you can use a blank file and populate it with relevant data in the format available on the sample file.
- Once done, upload the file to LeadSquared and click Next.
Note:
- *The CSV file must include one unique lead field (such as email, phone number, etc.) or the Opportunity Auto ID.
- To obtain the Auto ID, use the Get an Opportunity by Id API.
- Only CSV file type files are supported.
- The maximum file size is 30MB, and the maximum number of rows allowed in the file is 25,000.
- You can add multiple opportunity fields in the same file, exceeding the eight fields available in the sample file.
4. Map Fields
On the Map Fields tab –
- Map the CSV fields (under the Field in CSV file column) to the LeadSquared opportunity fields (under Mapped With).
- The first row, marked in grey, is the lead identifier.
- Once you’re done, click Next.
Note:
- To map your CSV file rows to CFS fields, pass the data as <Activity Field Name> – <CFS Field Name>.
- For example, if the activity display name is “KYC Collection” and the CFS name is “Street Address Line 1”, name the CSV field as “KYC Collection – Street Address Line 1”.
- Ensure you choose the correct date format. If the date format does not match, the import fails.
5. Validation Report
A Validation Report is generated, and it displays the status of your field mapping.
- If there are errors, fix them in the file and re-upload it.
- Once there are no errors and all your rows are valid, click Next.
6. Opportunity Import Rules
Set import rules to handle duplicate opportunities –
- Ignore Duplicates – The system ignores duplicates in the file, and no new duplicate opportunities are created.
- Overwrite Duplicates – The system overwrites existing duplicates with data from the new opportunities.
- Do not update owner of existing opportunities – Updates existing opportunities without changing the opportunity owner.
- Do not create new opportunities – Overwrites duplicate opportunities but does not create new duplicate opportunities.
- Update empty fields of duplicates – The system ignores existing duplicate fields that contain data and updates only empty fields with data from the new opportunity.
- Post Duplicate Detected Activity – The system posts a duplicate detected activity on the Opportunity Details and Lead Details page when it detects a duplicate.
- Default Owner – Select a LeadSquared user as the default Opportunity Owner. If your CSV does not contain an Opportunity Owner, the system marks this user as the owner by default.
- Once you’re done, click Import.
- Then, you receive an email confirmation, and the system creates a new opportunity.
- You can also view the status from the Request History page.
- You can view the Opportunity Import Summary here, which shows the status of the fields imported.
- You can also download the summary as a CSV file.
- You can also view the status from the Request History page.
7. Troubleshooting
While importing opportunities, you may encounter the error “Creation of new opportunities is restricted” in the ‘Import Message’ column of the Opportunity Import Summary file. This error occurs when the system does not identify existing opportunities as duplicates during import. To update opportunities, ensure the system identifies them as duplicates by following the duplicate detection rules set for that opportunity type.
To fix this error:
- Ensure all fields used in the duplicate detection rules are included in the CSV file.
- Ensure the fields you want to update are included in the CSV file.
The import then processes successfully, and the system updates the opportunities.
Any Questions?
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