The Opportunity Bulk Uploader lets you import your pipeline data into a CSV.
Prerequisites
Create your Pipeline
Add your Pipeline Stages
Create Custom Fields
Create Custom Capture Teams
Admin permissions
Workflow:
Download your pipeline data to a CSV file.
Upload the CSV to NextStage by clicking the + Add Opportunity button on the top right of your desired pipeline page.
Click the Bulk upload opportunities link in the bottom right of the Add Opportunities modal to upload your CSV.
Select the correct pipeline from the dropdown and click Upload file.
Next you will land on the Bulk add Opportunities page. On this page you can upload your CSV file, or manually enter your data.
The Opportunity Name and Stage Name fields are marked with a * indicating that they are mandatory fields.
In the Teams tab you will need to add your custom Capture Teams before you upload your .csv file. Here are the instructions for creating custom Capture Teams. Once you have created your custom team(s) you will be able to map your teams to them during the upload.
Click Upload data from file to locate and upload your CSV file.
6. Once you have selected your CSV and uploaded it, you will be asked to confirm which row has your headers. You will see an arrow pointing to the row that NextStage believes to contain your headers. If that row is correct, click Yes. Otherwise, you can Select another row or click No header row.
7. Next you will be asked to confirm how your fields will be mapped. If your
uploaded data field matches the desired value, click Confirm
mapping.
8. If you have uploaded a field that NextStage is not 100% sure of, it will ask you to
Lookup matching fields. In the example below, our CSV used the header
"Program Name" which we will want to map to "Opportunity Name." Once you
have mapped your entry to the desired field - you will click Confirm mapping.
9. Similarly, in the example below, we will be Mapping "Status" to "Stage Name."
10. Once you have clicked "Stage Name" you will need to confirm Your values with
Our values. Once you have matched the values, click Confirm mapping.
11. If you have a column that you don't want to include in your pipeline,
click Ignore this column. In the example below, we will be ignoring the "Test
Numbers" column.
12. Once you have mapped all of your fields, click the Review button on the
bottom right. This will take you to the Review page. Here you will be able to
review your data and check for errors. In the screenshot below, you can see
Incumbent Prime column's entries are marked orange. This means that
NextStage was not able to match your entry to an organization within your
NextStage workspace.
- NextStage will create a new organization for you once you complete the
upload.
13. If you would like to double check your entries for errors, you can click Only
show rows with problems. Once you are happy with your entries, you will
click Continue on the bottom right of the page. You will then need to click
Yes once you are ready to submit.
14. Once you have submitted your entries, you will see that your new opportunities
appear on your pipeline.
Formats
Tags: Tag 1 && Tag 2
Incumbent Prime: Prime
Incumbent Subs: Sub 1 && Sub 2
Dates:
'MM-DD-YYYY',
'MM-DD-YY',
'YYYY-MM-DD',
'YY-MM-DD',
'M/D/YY',
'M/D/YYYY',
'MM/DD/YYYY',
'MM/DD/YY',
'YYYY/MM/DD',
'YY/MM/DD',
Award ID: use the NextStage ID (i.e. usaspending-FA877112D1008-0001) or FPDS Award ID to match to an award
12/29/22 Update:
We are now able to support .csv uploads that contain up to 5,000 records.
If you need any additional information or assistance importing your opportunities, please message us on Intercom or email us at hello@nextstage.ai. We're always happy to help!