Importing CRM Deals

CRM Deals is a Tier 3 (Nice to Have) data type. Importing your deal records allows you to bring your existing sales pipeline into AccuArk so that your team can continue managing opportunities without re-entering them manually.

Before You Begin

The CRM deals import relies on several types of reference data that must already exist in AccuArk. Complete the following setup steps before importing deals:

• Customers and contacts — Every deal that references a contact name must match an existing customer or contact record. Import your customer list first.
• Pipeline stages — The stage names used in your CSV must match the pipeline stages configured in your CRM settings. Open CRM > Settings > Pipeline Stages and verify that all stages referenced in your file exist.
• Employees — If your deals include an assigned employee, those employee records must already exist in AccuArk. Import your employee roster first if needed.

Without these records in place, rows that reference missing contacts, stages, or employees will fail validation.

Step-by-Step Import

1. Open the Data Exchange Center from the Business menu
2. Click Import on the CRM Deals card
3. Click Browse and select your CSV file
4. Click Next to proceed to column mapping
5. Ensure the following required field is mapped:
   • Deal Name — the name or title of the deal (required)
6. Map optional lookup and data fields as available:
   • Contact Name — must match an existing customer or contact
   • Stage — must match an existing pipeline stage name
   • Expected Value — the projected monetary value of the deal
   • Close Date — the expected or actual close date
   • Assigned To — must match an existing employee name
   • Notes — any additional notes about the deal
7. Click Next to validate
8. Review the validation results — check for lookup failures on contacts, stages, and employees
9. Click Import to create the deal records

Available Fields

How Deals Are Created

Each row in the CSV creates a new deal record in AccuArk. The import does not support upsert behavior — running the same file twice will create duplicate deals. Only import each file once.

For each row, AccuArk:

• Creates a new deal with the provided name
• Links the deal to the matched contact, if a contact name is provided
• Assigns the deal to the matched pipeline stage, if a stage is provided
• Sets the expected value and close date from the CSV values
• Assigns the deal to the matched employee, if an assigned-to name is provided

Lookup Behavior

Three fields in the CRM deals import use lookup matching:

• Contact Name is matched against your existing customer and contact records. The match is case-insensitive but must be an exact name match.
• Stage is matched against the pipeline stages configured in CRM > Settings > Pipeline Stages. The stage name must match exactly.
• Assigned To is matched against your employee roster by full name.

If a lookup value does not match any existing record, that row will be flagged during validation. You can choose to fix the data and re-validate, or skip the row.

Common Issues

"Contact not found" Error

The contact name in your CSV does not match any customer or contact in AccuArk. Verify spelling and formatting. Import your customer list before importing deals.

"Stage not found" Error

The stage name does not match any pipeline stage. Open CRM > Settings > Pipeline Stages and add any missing stages before re-importing.

"Employee not found" Error

The employee name in the Assigned To column does not match any employee record. Check for name variations (e.g., "John Smith" versus "John D. Smith"). Import your employee roster first if needed.

Tips

• Set up pipeline stages first — Before importing deals, configure all of your pipeline stages in CRM settings. This ensures that every deal is assigned to the correct stage during import.
• Import dependencies in order — Import customers and employees before importing CRM deals. This guarantees that all lookup fields can find their matching records.
• Use consistent names — Make sure contact names and employee names in your CSV match exactly how they appear in AccuArk. Even small differences like extra spaces or abbreviations will cause lookup failures.
• Verify after import — After importing, open the CRM deals view to confirm that deals appear with the correct contacts, stages, and assignments.