Open Deals, click New Deal, and choose Import CSV. Download the sample file, fill it in with your deals, and drop it on the page. If a row matches an existing deal by buyer and property address, FlowForce updates that deal.
Steps
- Go to Deals.
- Click New Deal, then Import CSV. The Import deals page opens.
- Click Download sample CSV and open it. Copy your deals into the same columns.
- Click New import.
- Drop your CSV on the page, or click to browse for it.
- Follow the steps to check and finish the import.
What happens to deals you already have
The page says it plainly: "Matching buyer + property address updates an existing deal." So importing the same file twice does not create duplicates. It updates the deals already there.
Check past imports
Click History at the top of the page to see imports you ran before.
If it did not work
The file will not upload. Check that it is a CSV, and that it uses the columns from the sample file.
I made duplicates. Deals only match when the buyer and the property address are the same. Check that these two columns are filled in the same way in your file.
I cannot find Import CSV. Click New Deal and look for it in the menu. Your role may not allow imports.