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Import a CSV of Deals

Article author
Apollo Team
Updated

Overview

You can import a CSV file of deals from an external CRM to manage them in Apollo. This allows your team to simplify and consolidate deal management in one place.

Check out the following sections to learn how to import deals via CSV.

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Getting Started

Before you start importing deals from a CSV file, make sure that an Apollo admin has built at least one deal pipeline with stages in Settings > Objects, fields, stages > Deal fields & stages.

If you're an admin, check out Set Up Deals to learn more about configuring deal pipelines and other important deal settings.

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Format Your CSV

Your CSV must include the following required columns:

  • Deal name
  • Amount
  • Account
  • Account domain
  • Closed date

It's a best practice to include Deal pipeline and Deal stage columns in your CSV, so you can map imported deals to the correct pipelines and stages in Apollo.

You can also include columns to map additional deals data to Apollo fields, including Deal description, Deal contact first name, Deal contact last name, Deal contact email, Owner, or custom deal fields.

You can import up to 10,000 deal records at at time. However, Apollo doesn't support uploading files larger than 50MB. If your CSV is larger than this, split it into multiple files and upload them separately.

 
Need Help?

Download this sample CSV file with required columns to help you get started.

With your CSV formatted, you're ready to upload your CSV and import deals.

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Upload Your CSV

To upload a CSV of deals:

  1. Launch Apollo and go to Deals.
  2. Click Import CSV.
 
Sync Deals from Salesforce or HubSpot

Don't see the option to import a CSV? This means your team integrated a third-party CRM such as Salesforce or HubSpot, and you can sync the deals directly from your CRM without uploading a CSV file. Learn how to sync deals data from Salesforce or HubSpot in Apollo.

Import CSV button highlighted

  1. Click Select CSV File, then choose a file to upload.

Upload a CSV file

  1. Map your CSV column headers to their corresponding Apollo fields. Apollo automatically maps columns when possible. Use the dropdowns to select an Apollo field for unmapped columns or, if needed, select a different field for auto-mapped columns.

Map column headers to fields.

  1. Scroll down to Set import defaults for missing columns or values to configure the following default settings for missing info:
    • If Deal pipeline is empty for a deal, add it to: Select a pipeline for deals missing a pipeline value in your CSV.
    • If Deal owner is empty, assign deals to: Assign a user from your team to any deals without an owner.
    • If there is no value for Deal role , set role to: Set a default contact role, such as Decision Maker or Evaluator, when a deal is missing this value.
    • Use this value if Deal name is missing: Assign a default name for deals with no deal name in your CSV.
    • If Deal stage is empty for a deal, set it to: Select a deal stage for deals missing a stage value in your CSV.

Configure defaults for missing values

  1. Click Import to upload your deals.
 
Wait For It 🕰

Imports typically finish in a few minutes, but larger CSVs may take a few hours.

To check the status of your upload, go to Settings > Imports and exports > Deals Import.

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Access Imported Deals

Once you've uploaded your CSV of deals, you can find and manage imported deals on the Deals page.

To access your imported deals:

  1. Launch Apollo and go to Deals.
  2. Apply the Deal CSV Import filter to review your imported deals. If you've uploaded multiple CSVs, use the checkboxes to select which upload you want to use in the filter.

Filter based on imported deals

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Troubleshoot CSV Import Errors

Check out the following troubleshooting recommendations for common issues with uploading deal CSVs:

Error Guidance
Missing required column A required column is missing from your CSV. Review the required columns from Format Your CSV, add any missing columns to your file, then re-upload.
Invalid option value An upload option has an invalid value. For example, you selected a default pipeline, but that pipeline is no longer available. Review the import default settings in Step 5 of Upload Your CSV.
Missing required default value You need to select a default deal role for contacts in your upload. When you map first_name, last_name, or email columns in your CSV to contacts, you must also select a default deal role when uploading your file.
Owner validation You mapped a column to the owner field but included a value that doesn’t match any users in your Apollo account. Review the values the owners column of your CSV and make sure they match existing Apollo users.
Invalid column value This error can appear in several situations, including:
  • You mapped a column mapped to a pipeline, but a row in your file has an empty value for pipeline and you haven’t selected a default pipeline.
  • You mapped a column to a stage, but a row in your file has an empty value for stage and you haven’t selected a default stage.
  • You mapped a column mapped to owners, but a row has an empty value for owner and you haven’t selected a default owner.
  • You mapped columns to pipelines or stages, but included invalid values for them.
  • You mapped a column to stages, but a row has a value that either doesn’t belong to the corresponding pipeline or your choice for the default pipeline.
Invalid custom field You mapped a column to a custom field but included an invalid value. This can happen due to mismatches in:
  • Type: The custom field is numeric, but the provided value is a string.
  • Format: The custom field is a date/time, but the date format is not valid.
  • Value: The custom field is bound to specific values, but the values in the CSV do not match those specific values. For example, picklist custom fields.

In addition, these issues could also impact your ability to upload deal CSVs:

  • Your file exceeded the limit of 10,000 deals.
  • You don’t have permission to upload a CSV file.
  • Your attachment wasn’t found or was deleted.

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Next Steps

Ready to make your deal management even smoother? Check out these next steps to keep building deal momentum in Apollo.

Deals Overview Get a complete picture of how deals work in Apollo.
Set Up Deals Lay the groundwork for success when you set up your deal settings and stages to match your sales process.
Create a Deal Quickly create new deals in Apollo to keep opportunities flowing and your pipeline organized.
Access and Manage Deals Stay on top of every opportunity when you view and manage deals directly from your Deals workspace in Apollo.
Report on Deals Get insights that matter by tracking and reporting on your deals to measure performance and forecast growth.

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