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Importing Opportunities using a CSV file

This article will guide you through importing opportunities into Bizura using a CSV file. Learn how to prepare your data, map fields, and ensure a smooth import process to keep your sales pipeline organized and up-to-date.

Last updated: May 26, 2026


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On this page

  • Prerequisites for Importing Contacts
  • Common Mistakes to Avoid
  • Importing Opportunities via CSV
  • How to Import Opportunities
  • Step 1: Navigate to the Opportunities Tab
  • Step 2: Select What to Import
  • Step 3: Upload Your CSV File
  • Step 4: Mapping Column to Fields
  • Step 5: Verify, Confirm, and Finalize Selection
  • Optional: Import Contacts & Opportunities
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Understanding Pipelines
  • Understanding Opportunities in Bizura
  • Step-by-Step Guide: Creating Pipelines
  • Step-by-Step Guide to Creating Opportunities
  • How to use Custom Fields for Opportunities
  • Editing Opportunities
  • Editing Opportunities Status
  • Deleting and Restoring Opportunities & Pipelines
  • How to Decouple Owners for Contacts and Opportunities
  • Importing Opportunities using a CSV file
  • How to Filter Opportunities
  • Searching for Opportunities
  • List View for Opportunities
  • How to Decouple Owners for Contacts and Opportunities
  • Customize Opportunity Cards in Board View
  • Multiple Opportunities For The Same Person In The Same Pipeline
  • Opportunities - FAQs
  • How to Color-Code Opportunity Pipelines (Smart Tags)
  • How to Manage Pipeline Permissions
  • Understanding The Create New Opportunity Toggle
  • How to Duplicate & Copy Pipelines to Sub-Account(s)
  • Use Kanban View in Opportunities
  • Opportunity Forecasting in Bizura
  • Smart Lists in Opportunities
  • How to Customize Pipeline Stage Colors in Opportunities
  • Automating Opportunities
  • Multiple Opportunities Toggle in Workflows
  • How to Use Opportunity Notes?
  • Add Prospects to a Pipeline from the Prospecting Tool
  • Bulk Edit Opportunities

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