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• AdminJosef Szotten (Support Geek for Capsule CRM, Capsule) commented  ·  May 16, 2013 5:18 a.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  @John Sawers - At this time it's not possible to import opportunities using a CSV file the same way you can with contacts. One alternative that we normally recommend is that you could engage a developer to build a tool using the Capsule API which can take your opportunities and add them to your Capsule account. We have details about how to use the API here: http://developer.capsulecrm.com/

  Cheers!

• John Sawers commented  ·  May 16, 2013 4:56 a.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  Is there any update or response on this?

• Anonymous commented  ·  March 5, 2013 8:48 p.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  This is an important feature for us as well. As Sean said +1 as Anon said +1...

• Michael commented  ·  September 3, 2012 3:58 a.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  Same to me. I am in the evaluation process of finding the right CRM. Missing import functionality of opportunities is a big hurdle for me to use capsule.

• Sean commented  ·  September 3, 2012 1:00 a.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  Mmmm. I'm in the process of evaluating this SaaS for a friend of mine. One of the first limitations I identified was that there is no tool set to import Opportunities and Cases, or to update existing Organisation or Person records en masse.

  This will prevent a LOT of SMB's switching from competitor CRM's to Capsule.

  Is someone working/planning on releasing a Data Loader tool??

  Or will Capsule extend their Import tool set to include Opportunities and Cases, or better yet, offer an upsert feature (to update existing records or create a new one if no match)??

  BUT the biggest surprise is that this Suggestion has only 4 comments and 24 Votes.

  Am I missing something?

• Anonymous commented  ·  November 13, 2011 12:13 a.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  This is CRITICAL, and currently a major barrier to adoption for people wishing to migrate hundreds of opportunities from existing CRM apps. If we can import contacts and map fields, I'm sure a little re-working to allow importing of an opportunities csv file and associated mapping to existing Capsule opp fields wouldn't be too difficult, surely?

  To be honest, I'm a little surprised and somewhat concerned that this was raised over 1 year ago and still hasn't been addressed!?

• Rob commented  ·  March 24, 2011 12:50 p.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  Same here - Would love to migrate from Salesforce, but need to import 1000s of "opportunities" (really, donations, since we are a non-profit..)

• me commented  ·  November 15, 2010 4:57 a.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  I agree - but think it needs to happen with the ability to add to an existing contact... otherwise when you import an opportunity its going to create a new contact for it - as the current import functionality does not seem to have any capability to edit an existing contact.

• Paul Mckeever commented  ·  July 15, 2010 2:51 p.m.  ·  Flag as inappropriateFlag as inappropriate  ·  Delete

  This is a really high impact feature for me. Without it, migrating is very difficult - what's the point of a CRM system if you can't see your history with a customer?