How to structure your spreadsheet
Before reading the whole description, we recommend you to create your spreadsheet according to the Sample.
Opportunity’s name
You have two options:
- If you do not create a column for it, the opportunity’s name will be the Company name (Contact Person’s name) by default.
- If you create a column, the opportunity card’s name will be the name that you enter into the Opportunity: Name columns.
Owner
You have to choose an owner to every client. You can choose from those who can access your MiniCRM system.
Make sure you type every name correctly because it has to be equal to the name that is in the system.
Sales status
There are four options:
- Discovery
- In progress
- Won opportunity
- Lost opportunity
It shows where are your leads in the sales process.
Company data
If you would like to import company data, you have to enter a company name as well, otherwise, the data will not be imported.
- Company: Business name (e.g. Example Ltd.)
- Company: Email (e.g. info@example.com) – You can add more addresses to a contact (cell) by separating them with commas or semicolons. Keep in mind that you should only use commas OR semicolons in one cell. However, if you have used only commas in one cell, you can use only semicolons in another one.
- Company: Email type (e.g. work)
- Company: Phone (e.g. 087 017 001 615) – You can add more numbers to a contact (cell) by separating them with commas or semicolons. Keep in mind that you should only use commas OR semicolons in one cell. However, if you have used only commas in one cell, you can use only semicolons in another one.
- Company: Bank account number (e.g. 11111111-22222222-33333333)
- Company: SWIFT code (pl. HUHUABCD)
- Company: Company registration number (e.g. 01-02-1234567)
- Company: Phone type (e.g. work
- Company: Description (e.g. medium-sized company with 12 employees…)
- Company: Website (e.g. www.example.com)
- Company: Industry (e.g. Consulting)
- Company: Region
- Company: Number of employees (e.g. 12)
- Company: Yearly revenue
Address data
- Address1: Type (e.g. Headquarters)
- Address1: Country (e.g. United States)
- Address1: Postal code (e.g. 32826)
- Address1: City (e.g. Orlando)
- Address1: Address (e.g. 70 Phillips Street)
Address data will be imported to the company. If there is no company, it will be imported to the person.
In the case of the Address type field, you can choose from the addresses that are already in MiniCRM.
Contact person’s data
If you would like to import a person/contact person, you have to enter a name as well, otherwise, their data will not be imported.
- Person1: First Name (e.g. John)
- Person1: Last Name (e.g. Smith)
- Person1: Email (e.g. johnsmith@example.com) – You can add more addresses to a contact (cell) by separating them with commas or semicolons. Keep in mind that you should only use commas OR semicolons in one cell. However, if you have used only commas in one cell, you can use only semicolons in another one.
- Person1: Email type (e.g. work)
- Person1: Phone (e.g. 087 017 001 615) – You can add more numbers to a contact (cell) by separating them with commas or semicolons. Keep in mind that you should only use commas OR semicolons in one cell. However, if you have used only commas in one cell, you can use only semicolons in another one.
- Person1: Phone type (e.g. work)
- Person1: Position (e.g. Sales)