You can use the bulk-import tool to create records in Deal Map:

1. Select "Import Deals" on or navigate directly to the bulk-import tool here:

2. Download the Deals Template and the Deal Transactions Template

3. Create your records and save your data as a .csv file

4. Use the importer to select the appropriate files. Transactions are required, Deals are optional (you can always map them later in the Deal Map).

5. Click "Import Deals"

Common troubleshooting issues:

"Title" and "DealTitle" are the primary keys for the import data. If any Title does not match with a corresponding DealTitle it will throw an error.

  • Check that the Deals and Transactions titles match exactly
  • Use the provided templates to ensure the correct column headers are present.
  • Ensure the file is a properly formatted .csv