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Need Ability to Import CSV list of Opportunities from an old CRM into GHL's Opportunities and Contact List
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Tabitha Cavell
When importing a CSV file of contacts for my client into their new GHL CRM we made, there is not an option to import opportunity name, opportunity status, lead value, or dates. Also, we need to be able to sort contacts by purchase history and then we could also select that as an option when importing the CSV file. It is a bit tough to try to persuade a client to change CRMs if it means they lose all of their old opportunity data or have to manually input everything one by one. The last upgrade I would suggest to help clients is to allow sources to saved as labels (like we do for tags). That way they can keep it uniform when filling in where the lead came from. Thanks for taking all of this into consideration!
HIGHLVL-I-3443
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Steve Gubb
It's quite a hassle. We needed to import four years worth of data from Pipedrive, but in order to keep that historical data, I have to maintain a Pipedrive license. Although I successfully transferred over 90 active leads from Pipedrive to GHL, the creation date on GHL is the date I transferred them, which completely skews my sales funnel data. As a result, GHL thinks that I had 90 new leads in my first month, which is far from accurate.
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Aaron
This is an essential feature, what needs to be do e to get this happening
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Larry Le
Oh man I wish I would have done research before creating over 50 custom fields and to my surprise - I cannot import any of them over! This is a HUGE BUMMER. SO 2.5 years someone suggested/asked for this and it still hasn't become an option yet?
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Justin Coomber
Hey guys, really need this as well but found this video on how to do it manually. Best we can do until they create this function.
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Aaron
Justin Coomber: This is still not even a solution as you cannot get your historical WON / LOST opportunities
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Aaron
Justin Coomber: I just did a littler research and found there is a pretty good Zapier connection that would allow you to create new opportunities at volume. You could either create a zap between your own CRM and GHL and then use a trigger to send over the opportunities. The only issue I see is not being able to import the WON dates. For any serious company wanting to make the switch, this is going to be a deal breaker
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Aaron Fisher
Being able to import Opportunities is a basic feature, it must also support the ability to recognize "Won Dates" that way you will keep all your historical sales data
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Bailey O'Donnell
Need this ASAP!!!!
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Jackson Stoddard
Would love this to be implemented.
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Harrison Clark Bolton
@seanclark pls!
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Steve Gubb
please please please
W
WebMyMoney Administrator
We need this!
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