Within Teamwork CRM, you can import deals into your site via CSV and need to follow the format of the sample file provided. 

Click your profile icon in the top right of your site and select Settings from the dropdown menu.

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In the Settings area, select the Import option in the left pane.

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Note: Before importing, all pipelines, stages and users referenced in your import file must be added to Teamwork CRM first. 

Click the Import button to the right to get started with importing your deals. 

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On the import page, you will have an option at the top to download the sample CSV file so you can see the column format that is required:

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To start your import, you can either drag the file into the import area or use the Select from computer option to browse for the file.

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Once you have added the file, click the Import button in the bottom right of the screen.

Import format requirements

  • Dates in your import file must be in YYYY-MM-DD layout and text format. During the import these will automatically be converted to date format.
  • Comma separator/delimiter:
    • When Excel opens a .csv file, it uses the current default data format settings to interpret how to import each column of data.
    • In order for the import to work, you will need to make sure that the selected separator/delimiter option is comma.
    • In Excel, this can be changed via the text import wizard. If you are opening a .txt file, the wizard will launch automatically. If you are using a .csv file, go to the Data tab and under Get & Transform Data, click From Text/CSV.
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  • Special characters
    • When using Excel to convert your import to CSV, your file type must be saved as CSV UTF-8 (comma Delimited). This can be selected from Save as type
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The import will run in the background, so you can continue working on your site.

Any duplicate contacts and companies found during the import will be merged to the existing ones on your site. 

You can view a history of all previous imports to your site in the History tab.

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For more information, see: Viewing Import History