20.3.15. Import/Export Opportunities

20.3.15.1. Importing Opportunities

This feature allows opportunities to be imported into OfficeClip from a CSV file.

  1. Click CRM > Opportunities > Import/Export.

  1. Click the Import accounts in comma separated (CSV) file link to import a CSV file.

  1. In the next screen, click Choose File. Select the file from the desired location and then click Import or click Cancel to exit.

  2. Select the fields in the imported CSV file that will be mapped to the OfficeClip fields. This ensures that fields in the CSV file are correctly matched to the OfficeClip fields.

  3. Click Ok. The opportunity import results will be displayed on the next screen.

[Note] Note

While importing an opportunity file using CSV file, you can also specify what actions to take if the file being imported has an opportunity that is already present in OfficeClip. The valid actions are Skip, Merge and Delete.

20.3.15.2. Exporting Opportunities

The Export feature allows an opportunity (or filtered opportunity) to be exported into the comma-separated values (CSV) format.

  1. Click CRM > Opportunities > Import/Export.

  1. To export opportunities in CSV format, click the link. Select the appropriate tab.

  2. Export all opportunities or export filtered opportunities.

  1. Select which fields from the OfficeClip database you want to have in the CSV file. You can move them up and down with the icons. These fields will appear as the first row in the CSV file after being exported.

  2. Click Export when finished mapping, or click Cancel to exit without taking any action. Depending on your browser settings, you can either see the excel worksheet on your screen or you will be presented with an Open or Save pop-up dialog box.

To Export filtered opportunities to a CSV file, click the link.

From the next screen, select the filter from the drop-down list and click Export. Depending on your browser settings, you can either see the excel worksheet on your screen or you will be presented with an Open or Save pop-up dialog box.