How to import Deals with a .CSV file?

Importing your deals into Base with a CSV file is a fast and easy process that makes sure your data gets populated just the way you want it.

Jump to:
Sample CSV template
Uploading your CSV
Mapping your CSV columns
Frequently asked questions

Preparing your CSV file

You'll want to make sure each of your CSV columns contains a header in the first row. This will help you identify what data you're mapping during the import.

Each Deal must be associated with a Contact, either a person contact or a company contact. If your deal is associated with a person contact, the contact must have a last name. If you are importing your contact's full name, the contact's name should be separated into two columns - first name and last name.

Importing a company name with your Contact is optional. If you do add a company name to your contact, two contact records will be created in your Base Contacts list - one for the person and one for the company.

If your deal's contact is already in your Base account, we'll merge your existing contact with the one in your CSV file and send you an email summary of your merged data.

You can back-date Deal creation dates by creating a Deal Added column in your spreadsheet. This column is mapped to the Date Added field of your deals. If you opt to not include a Date Added column in your CSV, the date of deal creation will default to the day that your import is completed. Keep the following guidelines in mind when creating your Date Added column:

• If your account uses the American date format with a 12hr time format, Base will only match the date when it is written as MM/DD/YYYY.

• If your account uses a European date format with a 24hr time format, Base will only match the date when it is written as DD/MM/YYYY.

Sample CSV template

If you don't have a CSV file already, or you want to start fresh, you can use our CSV template to populate your deals using a program like Excel.
 



Uploading your CSV

Once you've prepared your CSV file, head over to your account settings. Under the Preferences section, you'll find the import tool. In the CSV section, select your file and click Continue.

*If you do not see Import on the left hand side of your settings, you do not have permission from your Admin to import to Base. Please ask your admin to update you to Account Owner permissions if you'd like to import to Base.

Base will take a moment to read your file.

NOTE: You can have as many contacts as you want in your Base account. However we recommend that you do not exceed 3,000 contacts per import. So for example if you have 5,000 contacts in your CSV  file, it is best to divide it into two import batches.

Please note that you can import as many CSV files as you want.




Mapping your CSV columns

Once your file has been analyzed, it's time to start mapping your CSV by matching the menu of deal attributes to your corresponding columns. Keep the following in mind when mapping your columns:

• Each deal must have a deal name and associated deal contact.

• If one or more of your deals do not have a stage listed, it will be placed in your initial pipeline stage by default.

• Your column mapping options are divided into three categories:

Common - this category contains a list of common deal or contact attributes, i.e. deal name, deal value, deal stage, contact name, company name, etc.

Asset - the asset category contains options to add your column as tags or notes to either the deal, or the associated deal contact.

Custom - any custom fields you have created for your deals and contacts will be listed here. You can also create custom fields as you map by selecting the "Add a new custom field…" option.

Suggest - Base will suggest mapping options based on your column header name. 

To confirm your mapping selection, select it from the list or click the corresponding button. Only once your column turned green will your selection be confirmed. If you make a mistake, you can use the Edit button to change your selection. Use the Ignore button to omit a column from your import.



Mapping your Deal stages
To map your Deal stages from your CSV file, select the Common > Deal Stage option. A pop up window will appear for you to map the stages found in your CSV column to the stages you've set up in your Base account. 

Base will detect the various stages listed in your CSV column. Use drag and drop to associate each stage from your CSV with the stages in your sales pipeline.

You can map multiple stages from your CSV to a single stage in your Base account if you'd like.

If you need to create new stages, you must create them before beginning your import by navigating to Settings > Deals.



A list of how you mapped each stage will appear at the bottom of the pop up screen. If you make a mistake, you can use the Disconnect button to undo your mapping selection, and try again.



Importing notes to a deal
If you've created a notes column in your CSV file, select Add as Asset > Add as Note to the Deal to have your column content displayed in the activity feed of your deal.



Importing tags to a deal
You can add multiple tags to a deal by listing them in a Tags column in your CSV. Multiple tags can be added to a deal at one time, by separating them with commas in the same spreadsheet cell.

To add your tags to a deal, map your column using the Add as Asset > Add as Tags to Deal option.



Once you've mapped all of your columns, click the Complete Import button. Base will send you an email notification when the import is complete.



Importing from Salesforce? See our Salesforce import guide.

Importing from Highrise? See our Highrise import guide.

 

Frequently asked questions

How many Deals can I import at once?
You can have as many Deals as you want in your Base account (Starter plan and up). However, we recommend that you do not exceed 3,000 Deals per import. So for example if you have 5,000 Contacts in your CSV  file, it is best to divide it into two import batches.

Please note that you can import as many CSV files as you want.  

Can I assign Deals to a user in my account during the import?
No. The imported data will be assigned to the person who imports it. The data can be reassigned once the import is complete.

Can I undo an import?
Yes. You can revert an import from the import settings page. At the bottom of the page you will note a list of your completed imports according to date. Select Revert Import to remove the data form that import from your account.

When an import is reverted, your custom fields and tags created during the import are left intact in your account.

Note: if your import contained 1,000+ entries, it may take up to 10 minutes for all data to be removed from your account.