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

1. First navigate to the bulk-import tool:

2. Download the Deals Template and the Deal Transactions Template

3. Create your records, then 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 a singly title does not match 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