The Bulk Opportunity Uploader allows you to quickly import pipeline data using a CSV or spreadsheet file. This is ideal for onboarding existing pipelines, migrating from another CRM, or importing GovWin opportunity exports.
NextStage will guide you through mapping fields, validating your data, and reviewing records before completing the upload.
Prerequisites
Before importing opportunities, ensure the following are configured:
Pipeline is created
Pipeline stages are configured
Custom fields are created (if needed)
Capture Teams are created (if applicable)
You have Admin or appropriate permissions
This ensures your data maps correctly during upload.
Step 1: Open the Bulk Upload Tool
Navigate to your pipeline.
Click + Add Opportunity in the top right.
In the Add Opportunity modal, click:
Bulk upload opportunities
This opens the Bulk Add Opportunities page.
Step 2: Upload Your CSV File
Click: Upload data from file
.csv
.tsv
.xls
.xlsx
.xml
.txt
Your file must contain one opportunity per row.
Step 3: Confirm Header Row
NextStage will automatically detect your header row.
You will see a prompt asking:
Does the selected row contain column headers?
Click:
Yes if correct
Select another row if incorrect
No header row if your file has no headers
Step 4: Map Your Fields
NextStage will attempt to automatically match your CSV columns to NextStage fields.
You will see a mapping interface showing each column and its matched field.
For each column:
Click Confirm mapping if correct
Or select a different field from the dropdown
Or click Ignore this column to exclude it
Example mappings:
Program Name → Opportunity Name
Status → Stage Name
Customer → Client
GovWin ID → GovWin ID
Required fields:
Opportunity Name
Stage Name
These fields must be mapped before continuing.
Step 5: Review Your Data
Click Review in the bottom right.
You will see a preview of your imported opportunities.
NextStage will highlight issues such as:
Missing required fields
Unrecognized organizations
Invalid values
If an organization does not exist, NextStage will automatically create it during import.
You can also enable:
Only show rows with problems
To quickly identify and fix errors.
Step 6: Complete the Import
Once your data looks correct, click: Continue
Then confirm to complete the upload.
Your opportunities will now appear in your pipeline.
Supported Field Formats
Multiple Values
Use double ampersands (&&) to separate values:
Tags
Tag 1 && Tag 2
Incumbent Subs
Sub 1 && Sub 2
Dates
Supported date formats include:
MM-DD-YYYY
MM-DD-YY
YYYY-MM-DD
MM/DD/YYYY
MM/DD/YY
M/D/YYYY
YYYY/MM/DD
Award ID
Use one of the following:
NextStage Award ID
Example: usaspending-FA877112D1008-0001
Or
FPDS Award ID
This allows NextStage to match your opportunity to existing contract records.
Upload Limits
NextStage supports CSV uploads of up to: 5,000 opportunities per file
For larger imports, contact NextStage support.
Best Practices
For best results:
Ensure Opportunity Name and Stage Name are populated
Verify stage names exactly match your pipeline stages
Clean and normalize organization names before upload
Export a sample pipeline from NextStage to use as a template
Troubleshooting
Issue: Stage Name not recognized
Ensure the stage exists in your pipeline and spelling matches exactly.
Issue: Organization not recognized
NextStage will create a new organization automatically.
Issue: Field not mapping correctly
Use the dropdown to manually map the field.
Need Help?
If you need assistance importing opportunities, contact NextStage support via Intercom or email hello@nextstage.ai.