Import deals

Upload deal CSVs, map fields, and review import history.

6 min readUpdated July 2026

Before you begin

  • Admin or import permission required
  • Prepare amount, stage, owner email, close date, and linked contact/lead fields
Video walkthrough placeholder for importing deals from CSV.
Video: Import deals
Video walkthrough placeholder for importing deals from CSV.

Import steps

  • Open Deals import
  • Upload CSV
  • Map columns
  • Review duplicate and validation warnings
  • Confirm import
Deals import page with CSV upload area.
Deals import page with CSV upload area.
Deal CSV mapping screen with amount, stage, owner, close date, and linked record fields.
Deal CSV mapping screen with amount, stage, owner, close date, and linked record fields.
Deal import history showing completed, failed, and skipped rows.
Deal import history showing completed, failed, and skipped rows.

What you should see

Imported deals should appear with mapped stage, amount, owner, and linked records where matches were found.

Common issues

  • Wrong owner — map owner email
  • Stage not found — align CSV values with deal stage settings
  • Linked record not found — import Contacts / Leads first

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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