Infinity3 Help Centre

Bring deal records into your pipeline or update existing opportunities using a CSV file.

Before you start

Create the required pipelines, stages and Opportunity custom fields. Start with a small sample; completed imports do not have a one-click undo.

For an Opportunities-only import, every row needs a valid Contact ID, Opportunity Name and Pipeline. Include Opportunity ID when updating an existing deal.

Import the file

1. Open Opportunities and select Import.
2. Choose Opportunities, or Contacts + Opportunities if contacts also need importing.
3. Upload the CSV.
4. Choose the intended create or update behaviour.
5. Map identifiers, pipeline and other required fields.
6. Map optional stage, status, value and custom fields.
7. Review blank-value handling and exclude unwanted columns.
8. Check the settings and start the import.

Use Don’t update Empty Values when blank cells should preserve existing values.

Check the results

Open Bulk Actions and inspect the import statistics and errors. Review sample deals, including their linked contacts, stages and values.

Correct failed rows before importing them again.

Things to know

• An incorrect or missing Opportunity ID can create another deal instead of updating one.
• Opportunity custom fields are separate from Contact custom fields.
• Review workflows before importing records that may trigger follow-up.

Contact Infinity3 with the import reference and errors if the results are unclear.