How to import deals into Bigin?
You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.
A deal is created with a contact or company. So, before you import deals, ensure that the related Contact and Company records are already available in Bigin.
You must associate each deal to the right Contact or Company record during the import process by creating a column in the import file that will contain unique values associated with the Contacts or Companies module. These unique reference fields can be the Company Name, Company ID, Contact Name, Contact ID, or any other unique field.
To import deals
- Go to the Deals module.
- Click the +Deals dropdown and select Import Deals.
- Click Upload or drag and drop your file in the Upload your file stage.
- Click Next.
- In the Choose an Action section, select one of the following options:
- Add as New Record
- Update Existing Records Only
- Both
- Click Next.
- In the Map Your Data section, map the fields from your file to the fields in the Bigin account.
- Click Next.
- In the Additional Options stage, select the record owner and add tags, if required.
- Click Finish to start importing.
You can also import notes associated with the deal.
To import notes
- Go to the Deals module.
- Click the +Deals dropdown and select Import Notes.
- Click Upload or drag and drop your file in the Upload your file stage.
- Click Next.
- Map the fields in your import file to the fields in the Bigin account. Ensure you map a unique field as the Parent ID.
- Click Next.
- Click Finish to start importing.
The import process will run in the background. Once it is completed, you will receive a notification with an option to view a detailed summary of the import. You can also access the summary from the Import History section in the Data Administration settings.
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