Import an Opportunity

Hint

This section is part of the Data Import concept guide topic that provides guidelines on import operations in Oro applications.

You can import the bulk details of updated or processed opportunity information in the .csv format following the steps described below:

1. In the main menu, navigate to Sales > Opportunities.

2. Click Import File on the top right.

3. In the Import dialog, click Choose File, select the .csv file you prepared, and then click Import File.

4. Click Download Import Template to download a sample .csv file with the necessary headers.

5. Prepare data for import: Create your bulk information in the .csv format based on the downloaded file. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

6. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

7. Launch import: After successful validation, click Import File.

8. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. An email message with the import status is also delivered to your mailbox.

Example of opportunity bulk import template

ID	Opportunity Name	Expected Close Date	Probability	Budget Amount	Budget Amount Currency	Close Revenue	Close Revenue Currency	Status Id	Contact First Name	Contact Last Name
111	Henry Vining	15-12-2018	high	2000	USD	1500	USD	won	Jerry	Coleman