Import deals

Upload a CSV to bulk-create deals. Customer will be matched by name.

Expected columns

name *customer_namestagestatusamount_annualamount_totalcurrencyclose_datecontract_startcontract_end

name,customer_name,stage,status,amount_annual,currency,close_date
Acme Renewal 2026,Acme GmbH,negotiation,open,45000,EUR,2026-03-31