Import your data
Import your accounts and then their deals from a spreadsheet, match the columns and check what came in.
What you will learn
- Upload a file
- Click Import on the Accounts page, then drag in a CSV or Excel file, browse for one, or pick one from Google Sheets or Excel Online.
- Match the columns
- Your file's columns are on the left, PromptLab's fields on the right. Pick a field for any column that wasn't matched by itself.
- Accounts first, then deals
- Each deal is linked to the account with the same name, and PromptLab offers to create any account that's missing. A row with a problem shows its reason.
Getting started
10 lessonsApprox. 27 min
Your progress0%
Related articles
- AccountsKeep every company you sell to in one place, with its contacts, deals, emails, meetings and tasks together on one page.
- OpportunitiesTrack every deal through your pipeline, from the first conversation to won or lost, on a board or in a table.
- Account setupLearn how to sign up for PromptLab, connect your communication tools, and invite your team to start capturing deals automatically.