PipelineDeals

IMPORTING & EXPORTING

Importing Contacts and Leads

Importing Deals

Exporting Data

Importing Contacts and Leads

How do I import my contacts or leads into PipelineDeals?
From the contacts page, select Import Contacts the menu on the left side of the contacts screen. To import a list of lead, click on the Leads tab then Import Leads near the upper right side of your page.

*Important We think of Leads as any unqualified potential opportunities that are tracked with a Lead Source. They differ from Contacts which are for your existing relationships. When you run a Leads Import you will be able to manage that lead from the Leads work-list. It’s important to note that a contact record will also be created so that you can further edit the Leads’ details.

Next you will begin the 3 phase import process.

Phase 1- PipelineDeals requires that you import contact and lead files saved as CSV’s. Most applications including these following systems support saving to a CSV:

vCards
MSFT Excel
Outlook 2007
Outlook 2003
Outlook Express
Salesforce
Highrise
ACT! V9.0
Bulk Leads Import

Once you’ve saved your file as a CSV click browse to upload it

Phase 2- You can choose to Tag your Contacts.

Phase 3- Map the fields in your CSV to the ones we support in PipelineDeals. Often you will have extra fields or ones that are unnecessary which can be ignored.

Will all fields from my existing CRM or contact management system be imported?
No. We will import as many fields as possible. Those fields that are not standard PipelineDeals contact fields (e.g. website, or birthday) will be stored in a custom field for the contact.

Will my notes for my contacts be imported?
This really depends on which CRM system you are importing from. Some exported formats from other systems will not export contact notes. Some systems such as Outlook will export notes in the file. As long as your existing CRM exports notes, we will import them into PipelineDeals.

How do I import vCards into PipelineDeals?
Export vCards from either you Mac Address book application, Microsoft Outlook or any other contact management program. Import the vCard file into PipelineDeals by selecting Import a vCard from Contacts page, with the specific Outlook format selected.

How do I import my contacts from Outlook 2003, 2007 or Express?
In order to import your contacts from Microsoft Outlook into PipelineDeals, you will first need to create a CSV or Common Separated Value file. To create your Microsoft Outlook CSV file, perform the following steps:

From the Microsoft Outlook application, choose the “Import and Export Wizard” in Outlook and select “Export to a file.” Then click the “Next” button.

Select “Comma Separated Values (Windows)” as the file type. Click the “Next” button.

Select the “Contacts” folder as the folder to export from. Click the “Next” button.

Choose a location to save the exported file. Click the “Next” button.

Click the “Finish” button.

Import the Microsoft Outlook CSV file into PipelineDeals by following the Import Contacts wizard

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How do I import my contacts from Salesforce.com?

Go to the Contacts Tab.

Select the Contacts Mailing List Report.

From Step 1 - Select the Report format screen and click the “Export Detail to Excel” button.

Select Comma Delimited .csv as the Export File Format; (This is not the default option).

Click the “Export” button. Save the file to your desktop.

Import the Salesforce CSV file into PipelineDeals by selecting Import Contacts and following the three phases.

How do I import my contacts from Highrise?

Login to your Highrise account.
Go to the Contacts tab.
Select Export Contacts to a CSV File on the right hand side.
Export the file to CSV file.
Import the Highrise CSV file into PipelineDeals by selecting Import Contacts from the menu on the left.

Note: Highrise will not export the notes associated to your contacts.

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How do I import my contacts from ACT! V9.0 ?

Select the “Export” option in ACT’s “File” menu.

Within the “Export Wizard.” Click the “Next” button.

Select “Text Delimited” as the type of file to export to. Click the “Next” button.

Select the filename and location for your export. Click the “Next” button.

Choose “Contact Records” as the kind of records to export and export “All records.” Click the “Next” button.

Choose “Comma” as the character to separate each field and select “Yes, export field names” (this is not selected by default). Then click the “Next” button.

Step 5 of the Export Wizard: Just keep the The “Contact Map” defaults and click the “Next” button.

Step 6 of the Export Wizard: Click the “Finish” button to complete the export.

Import the ACT! 9.0 txt file into PipelineDeals by selecting Import Contacts and begining the import process.

Can I import leads from a trade show or other purchased leads?
Yes. As long as the file is in a CSV file format you can map your fields into the ones we support.

Can I define my own contacts or leads import file for my team?
Yes. Each time you conduct an import the mapping process will be rememebred. If a file that looks identical gets uploaded again you won’t have to re-map all the fields.

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Importing Deals

Can I import deals into PipelineDeals from an Excel or CSV file?
Not right now, but this feature is planned.

How do I import opportunities from Salesforce.com?

Login to your Salesforce.com account
Click on Opportunities.
Click on the Opportunities Pipeline Report.
Change the Summarize Information drop-down to none.
Select the Duration. Select a longer period of time if you want all of your historical opportunities pulled into PipelineDeals. Otherwise, you can select Current FY, or Current FQ for a smaller number of opportunities.
Click on Run Report.
Review the opportunities list to ensure this is the correct data you would like to import.
Now, click Export Details to Excel, choose Comma Delimited (.csv) as the Export File Format, and click Export
Save the file to your hard drive.
Go to the Deals Page
Select Import from a file, and Salesforce.com CSV file.
Browse for the Salesforce CSV file created in Step 9.

NOTE: Your opportunities currently can only be imported for 1 user at a time. You can create multiple CSV files to import a set of Salesforce opportunities for each user. Just import each user’s opportunities individually from their specific accounts.

NOTE: Salesforce.com allows exports only 1 time per week. If you have exceeded your limit for the week, an empty file will be generated and no opportunities will be imported into PipelineDeals. Also note: lead source, type of business, and the next step field will not be imported into PipelineDeals.

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Exporting Data

How can I export my sales pipeline data from the system?

Go to Reports.

Filter your sales pipeline data as you would like it.

Click the Export Data link in the top menu.

Save the file to your computer.

How can I export my contacts?

Go to Contacts.
Click on the Export Data link in the left menu.
You will receive an email when your export is ready.
Click on the link in the email.
Save the file to your computer.

Note: You can also export specific lists of contacts that have been tagged or for a specific lead source.

Can I export all of the system data at once? In what format?
Yes, you can export all of your data into and XML formatted file. This can be done whenever you like.