Import deals from CSV

If you're moving from another tool, you don't have to recreate your pipeline by hand.

  1. Open CRM → Import.
  2. Upload your CSV of deals.
  3. Map your columns to Ariyes fields (such as deal name, amount, stage, owner, and any custom fields).
  4. Review the validation summary, then confirm the import.

Importing brings your open opportunities in so you can keep selling without a gap. Clean, consistent column headings make mapping faster.

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