Home → Data Management → Imports → Import sale pipeline
4.4. Import sale pipeline
RubiCRM allows you to import data, in bulk, using a standard "Import" Excel file.
This file can be downloaded from the section bar by clicking the Excel file.
Complete all applicable columns and rows with appropriate data.
RubiCRM will add each row as an independent sale pipeline item and associate the item to the primary record Company ID specified for the row. It will also associate the item with the Contact ID provided.
Columns of Data Required
CompanyID - This value indicates the ID of the primary record the item will be imported against. Values can be found in RubiCRM via a search or from a report.
ContactID - This value indicates the ID of the Contact the item will be imported against. Values can be found in RubiCRM via a search or from a report.
ContactFirstName
ContactLastName
ContactEmail
Service - This value indicates the Service the item will be created with. Values provided must exist within the Sale Service system list within your RubiCRM system.
PaymentType - This value indicates the Payment Type the item will be created with. Values provided must exist within the Accounts Payment Types system list within your RubiCRM system.
AccountsStatus - This value indicates the Accounts Status the item will be created with. Values provided must exist within the Accounts Status system list within your RubiCRM system.
DateExpected - The date must be in an appropriate format. Invalid dates will cause errors in the import.
ItemQuantity - Number of these items if you wish to log 1 sale pipeline (1 row) for the item but quantify more than one.
If you are not familiar with this feature we recommend trialing the import with a small number of rows to ensure you are happy the insert has concluded as you'd expect.