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Use the Work CSV import to add or update many Deals in one workflow. Use structured fields for values the team needs to filter or report on, and notes for free-form context.

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Import Deals

1

Choose a workflow

The selected workflow determines the accepted stages and workflow-specific fields.
2

Upload and map the CSV

Map each column to a Deal field. Keep stage names and other controlled values consistent with Settings.
3

Review the preview

Resolve invalid stages, missing required values, and field-type errors before you confirm.
4

Commit the import

Import only after the preview matches the intended records. A changed file or mapping requires a fresh preview.

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Choose the right place for data

  • Custom fields hold typed values such as text, numbers, dates, selections, or other configured field types.
  • Metadata holds structured integration or operational values supported by the record.
  • Notes hold readable context and can be edited or removed without changing the core profile.
  • Tags apply the shared taxonomy across record types.
Avoid storing the same fact in several places. Choose the field the team will filter, report, or maintain, and document that choice in the workspace’s working practice.