Opportunities Import Notes

When you import opportunity information, the import process adds a new opportunity record in DPS for each opportunity in the .CSV file that does not already exist in DPS.

You can import any standard or custom data that you enter on any tabs in the Opportunities hub, with the exception of fields in grids and calculated fields (for example, the Weighted Revenue and Days Open fields).

Import Availability

This import is available if your enterprise has activated at least one of the following:

• Resource Planning
• CRM
• CRM Plus

Required Fields

To create or update an opportunity record, you must import a value for one or both of these fields in DPS:

• Name (opportunity name)
• Number (opportunity number)

Record Validation

To determine if an opportunity in the import file already exists in DPS, the import process checks for an existing opportunity with at least one of the following:

• Same name
• Same number

If it finds no match, the import process creates a new opportunity. If it finds a match and you selected the Update duplicate records option, it updates the existing record based on the data in the import file record.

Primary Firm

If you specify a primary firm number or firm name for an opportunity in the .CSV file, the import process attempts to determine if the firm already exists in DPS:

• If your import file includes a valid DPS firm number for an opportunity, the opportunity is automatically associated with that firm.
• If the firm number included for an opportunity in the import file does not yet exist in DPS and you also included a firm name, the import process creates a new firm record using the imported number and name, and associates the opportunity with that firm.
• If the firm number included for an opportunity in the import file does not yet exist in DPS and you did not include a firm name, the opportunity is imported without an associated firm.
• If no firm number is included for an opportunity in the import file but a firm name is included, the import process searches for an existing firm with a name or an alias that exactly matches the name in the import file. If one is found, it associates the opportunity with that firm. (If multiple firms with matching names exist, the opportunity is associated with the first such firm that is found.) If one or more firm names in the import file do not match existing firms, the import process displays a list of those firm names so you can select the ones for which you want new firm records added.
• If neither a firm number or name is included for an opportunity in the import file, the opportunity is imported without an associated firm.

Primary Contact

To import primary contacts for opportunities, you must map .CSV fields to Primary Contact First Name, Primary Contact Last Name, and Primary Firm. The import process attempts to determine if the contact already exists in DPS. To do so, it searches for a contact with either of the following:

• Same first and last name, and same firm
• Same preferred and last name, and same firm

If one or more contacts in the import file do not match existing contacts, the import process displays a list of those contacts. You can then review the contact information to verify that they are not duplicates of existing contacts and then select the ones for which you want new contact records added.

Principal, Project Manager, Supervisor...

To import principals, project managers, supervisors, or other employee roles as part of opportunity records, you must map .CSV fields to the corresponding first name and last name DPS fields. For example, to import a project manager as part of an opportunity record, map his or her names in the import file to Project Manager First Name and Project Manager Last Name. The import process attempts to determine if the opportunity already exists in DPS. To do so, it searches for an employee with either of the following:

• Same first and last name
• Same preferred and last name

If no match is found, the opportunity is imported but no employee is assigned to that role for the opportunity.