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Importing Opportunities

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New Member
Posts: 5
Country: USA
Accepted Solution

Importing Opportunities

Is there a way in 2010 to re-import opportunities?


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Solution
Accepted by topic author mroscoe
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing Opportunities

If you have a backup from before you deleted them, you may be able to merge them back into the database.

If not, you'll need an addon. Like Robin, I also recommend itImport

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Copper Elite Contributor
Posts: 514
Country: USA

Re: Importing Opportunities

ACT! will only let you directly import Contacts, Companies, and Groups.

 

ACT! will let you export the opps list, however, you will need an Add-On product to import Opportunity data.

Mark Hammer
ACT! Fanatic
Astute Commentator
Posts: 9
Country: United_Kingdom

Re: Importing Opportunities

When we were setting up our Act system we wanted to import into opportunities for our sales people. We used ImportIT todo this. Works well, once you have played around with the options.

 

http://www.crmaddon.com/en/products/act/import-it/advanced/

 

They do a free trial as well (does put test data into some fileds mind!)

 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing Opportunities

New Member
Posts: 5
Country: USA

Re: Importing Opportunities

i exported the opportunity info then delted it off the record, business decision was overturned and now the company wants the opps back in the database

Solution
Accepted by topic author mroscoe
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing Opportunities

If you have a backup from before you deleted them, you may be able to merge them back into the database.

If not, you'll need an addon. Like Robin, I also recommend itImport