Adding a full list of sales from one platform to another can be quite the manual task. Between ensuring the company names are correct, the values of the sales are accurate and all of the proper fields are brought over properly, a lot can go wrong during the transfer process. For Accelo users, this process is simple via the Import Sales CSV functionality.
Ensure that the Sales List is properly saved as a .CSV file.
Also, for the best results, ensure to align to similar Field terminology provided by Accelo. The list below are some examples of terminology utilized in Accelo:
- Company Name
- Prospect Name
- Progress %
- Prospect Won Date
- Prospect Lost Date
- Prospect Status
In your deployment, click on the Configurations gear to be directed to the Configurations page.
On the Configurations Page, find the Imports & Exports tab, then select Import Data.
On the Import Data screen, scroll down to the CSV Import: Sale option, then click the Import button.
To import the CSV, click the Upload CSV File button.
The following screen will show the Fields listed in the CSV on the left-hand side. Here, you can decide which fields you would like to bring into Accelo. This way, if certain fields contain no data or aren’t as critical for the import, they can be ignored.
To choose the Fields you wish to bring into Accelo, simply drag and drop them into the Sale section.
Repeat the same process for the Company and Contact sections.
NOTE: It is suggested to drag the Company Name field into the Company section, and the First/Last names of contacts into the Contact section.
Click Next when completed.
On the Sales Fields page, you have the opportunity to align the terminology of the CSV fields with the corresponding fields in Accelo. Simply click the dropdowns next to each CSV field to select a corresponding field when the import is complete.
On the following page, you will have the opportunity to choose your Matching & Merge options:
Matching Sale: Find an existing sale if the imported data matches the chosen fields
Matching Company: Find an existing company if the imported data exactly matches the chosen fields
Matching Contact: Find an existing contact if the imported data exactly matches the chosen fields
Here, you can also choose the action to be taken when a match is found:
Do nothing – Skip: Ignores the match
Do not overwrite – Only update empty fields: If a match is found, only empty fields will be filled in
Overwrite – Update all fields: If a match is found, completely overwrite the match with the newly-imported data.
Also, you can choose options when multiple matches are found:Next, in the Mandatory & Manual Fields section, add Fallback Values to any field where it is required.
Match most recently created
Match first created
Match most recently edited
NOTE: A Fallback Value is the value that will be set on import when there is no value found in the provided CSV.
This will bring you to a Preview screen, where you will be able to ensure the Fields/Values being brought over are correct. If everything looks good, click the Complete button.
When the Import is complete, a notification email will be sent. The new sales will then appear in your Sales list in the Sales module.