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Import opportunities

Bring opportunities from your old CRM or a spreadsheet into the right pipeline and stage with a CSV file.

3 min read

When you move to Squaremeters, you don't have to retype the buyer, seller and tenant enquiries you've kept in spreadsheets or an old system for years. With one CSV file you can bring hundreds of opportunities into the right pipeline and stage in one go.

Before you start

  • The first bulk import is usually done by the Squaremeters team during setup. For lists you want to add afterwards, follow this article or send the file to your consultant.
  • The target pipeline and stages must already exist. See Create a pipeline.
  • If the contacts aren't in the panel yet, the Contacts + Opportunities option creates the contact and the opportunity together. For contacts only, see Import contacts.
  • The file must be in CSV format.

Important

The people you import must have received a KVKK privacy notice. If you plan to have the assistant call them, İYS consent is required as well. See İYS and KVKK.

Prepare the CSV file

Squaremeters AI
atlas-buyers.csv
first_namephoneopportunity_namepipelinepipeline_stagevaluestatus
Ahmet+905•••••1234Ahmet Demir – Moda 3+1BuyersViewing done290000open
Mert+905•••••5678Mert Özkan – Ataşehir saleSellersValuation booked240000open
Ayşe+905•••••9012Ayşe Çelik – Kadıköy purchaseBuyersCompleted210000won

Pipeline and stage names must match the panel exactly.

A sample CSV: one opportunity per row; pipeline and stage names match the panel exactly.
ColumnRequired?Notes
Name, phoneYes**With Contacts + Opportunities, used to create or match the contact. If the contacts already exist, a Contact ID can be used.
Opportunity NameYesFor example Ahmet Demir – Moda 3+1
PipelineYesExactly the same as the pipeline name in the panel: Buyers.
Pipeline StageNoExactly the same as the stage name: Viewing done.
Opportunity ValueNoDigits only: 290000 (no ₺, dots or commas).
StatusNoopen, won, lost or abandoned.
Opportunity IDWhen updatingNeeded to update existing opportunities.

Heads up

Small differences in pipeline and stage names (an extra space, "Valuation Booked" instead of "Valuation booked") mean opportunities land in the wrong place or aren't imported at all. Copy the names from the panel and paste them.

Import steps

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Opportunities

Import1Add opportunity

Import

Opportunities

Contacts already exist

Contacts + Opportunities

Create the contacts too

2

atlas-buyers.csv

186 rows · 41 KB

3
Next4
The Import window: choosing the import type and uploading the CSV file.
  1. On the Opportunities screen, click Import at the top right.
  2. Choose the import type: Opportunities if the contacts already exist, Contacts + Opportunities if they should be created too.
  3. Drag and drop your CSV file or choose it.
  4. Click Next.
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Import · Map fields

BackStart import4
Create new opportunitiesUpdate existing opportunities
1
CSV columnSampleField
phone+90 5•• ••• 12 34
Phone
Mapped
opportunity_nameAhmet Demir – Moda 3+1
Opportunity Name
Mapped
pipelineBuyers
Pipeline
Mapped
pipeline_stageViewing done
Pipeline Stage
Mapped
value290000
Opportunity Value
Mapped
statusopen
Status
Mapped
old_notecalled twice
Don't import
Skip
2
Don't update Empty ValuesEmpty cells won't overwrite existing data
3
The field mapping screen: create or update, column mapping and the empty-values setting.
  1. Choose whether to create new opportunities or update existing ones.
  2. Map each CSV column to the matching field in the panel. Pick Don't import for columns you don't want. Custom fields such as "Area" and "Budget" are in the list too.
  3. When updating, keep Don't update Empty Values on, so empty cells in the CSV don't wipe information in the panel.
  4. Review the mapping and start the import.

The import runs in the background. When it finishes, the opportunities appear in the pipeline you chose; any failed rows are listed on the results screen.

Tip

Import a 5–10 row test file first. Once you've checked the cards land in the right stage with the right value, upload the full file.

Example

Your office keeps buyers in a spreadsheet; the "Status" column says things like "shown round", "made an offer", "bought", "dropped out". Map them to stages before importing:

  • "shown round" → Viewing done
  • "made an offer" → Offer
  • "bought" → Completed + Status won
  • "dropped out" → Status lost

Use find and replace to tidy the column, save as CSV UTF-8 and follow the steps above.

Troubleshooting

Turkish characters look broken. Save the file as CSV UTF-8.

Opportunities were created but the stage is empty. The stage name doesn't match the panel. Check the names and import again in update mode.

Values show ₺0. The value column may contain a currency symbol or thousands separator. Use digits only: 290000.

Didn't solve your problem?

Ask the assistant or message our support team.