Importing Sales Projects

Your Sales Projects, or Opportunities, are the lifeblood of your organisation, and importing historical data into Membrain is an important step in ensuring vital information is stored and easily accessible.

An Overview

The first step is to download this Template Excel Spreadsheet, which has the default columns you need to get started.

Once you're happy with your spreadsheet, import this file into Membrain. This ensures all your data is aligned and imported into the right fields in within Membrain, and your data integrity is maintained.

NOTE: You must have already created at least one Sales Project to allow Membrain to map information to the correct process, stage and step of each opportunity.

Download the Template

1. Find the Template Excel file online here or above, in the overview.
2. Go to File - Download - Microsoft Excel (.xlsx) to save a copy of the template locally on your computer.
3. If you're working online in Google you can go to File - Make a Copy and save it to your Google Drive.

Capture your data

1. Export the data from your other systems to Excel.
2. Save the file as an XLS (Excel 97/2000/XP/2003) or XLSX (Excel 2007) file.
3. Make sure your data match the template either by formatting it according to the template or by copy-pasting it into the template (copy-pasting is not recommended for larger data sets).

Import into Membrain

1. Go to System Setup and scroll down to the Import Section, click on “Import Sales Projects” and pick the Sales Process you want to import to.
   or
   Navigate to your Sales Project section via the menu on the left-hand side. Pick what Process you want to see (import to) and click on the more menu (top right).
2. Click on Import
3. Click on “Upload a file to import” at top of the screen and browse to the file you have just created.
   
   Import Options: Choose to Create a new entry, update an existing entry or add a label. (See screenshot for a detailed description)
4. Adjust the advanced deduping options for Projects and Companies if needed.
5. Click Next
6. Map the fields by aligning them to their correct names. You will see errors and will be able to work through them in your spreadsheet until you are fully confident that your data is solid and ready to be imported.
7. Click import, and you're done!

Mandatory fields when importing Sales Projects

• Sales Project Name (if you have multiple projects relating to the same Company, these names need to be unique)
• Company Name
• Starting date
• Closing date (needs to be at least one day after the starting date)
• Owner
• Status (if status is missing when performing an update import, the import will skip any project that isn’t Open)
  

Need help?

If you encounter any problems when importing Sales Projects, please review the Data Import - Fundamentals article or contact our Support Team at support@membrain.com.