The bulk deal upload feature in QuotaPath is great for importing data from a CRM we don't currently offer an integration with. Another use case is if you have data that doesn't live in your CRM and is a part of a compensation plan. For example, a Customer Success plan where members are compensated on NPS scores and that data lives outside of your CRM. Also, you may be transitioning from one CRM to another and may need to do a temporary bulk upload.

To get started, first go to the 'Deals' page and select the drop down arrow next to

'Add Deal'. Then select 'Bulk deal upload.'

You will then see the menu shown below:

First, there's the option to choose which plan you want to upload data for. There's a unique template for each plan. This is done intentionally because all plans have different components, Paths, earnings rules, etc.

If you have multiple members assigned to the same plan, you can upload all of their data together.

QuotaPath will generate a template for you and it will download as a CSV file. Open the template and you'll see it is pre-populated with a couple of sample deals to help guide you.

You'll see basic info for each deal like Deal name, Stage, Date, and which Path that deal applies to. If the deal applies to a path, enter 'TRUE' in that column and enter in the value in the corresponding field name. If the deal doesn't apply, enter 'FALSE' in that column, and enter '0' in the field name.

If you open the CSV in Excel, you may need to re-format the 'date' column before uploading back into QuotaPath. To re-format the date, highlight the cells in the 'date' column, right click, and select 'Format Cells'.

Next, choose the date format as shown below, and click 'OK' to save.

If multiple members are assign to the plan, you can enter each member's email in the 'owner_email' column and upload all at once. If you have a plan for a manager that should be compensated on these same deals, you will need to download the template and upload separately into that plan.

The 'is locked' column is where you can choose to lock deals so that only Admins can edit deals. We recommend entering a value of 'TRUE' here, so that members can not edit deals.

There are three additional fields that you're able to upload from your CRM. You can upload two date-based fields and one number-based field. To configure these custom fields in your Workspace, you can do so in 'Settings' 'Preferences.' If you do not want to upload these fields, you can simply leave these cells blank.

All cells of the upload file need to be filled in with the exception of the three additional field columns. If there are multiple paths in the plan you are uploading to, you must indicate if the deal applies to the path by entering 'TRUE' or 'FALSE'.

If you have any questions on how to use the bulk deal upload feature or receive an error when attempting to use the bulk deal upload feature, please reach out via the in-app chat, or email support@quotapath.com.