Importing Deals

In this section, you will learn how to import leads into Openbix. Follow these simple steps to upload your leads quickly and efficiently:

Step 1: Go to Lead Contacts

• Navigate to the Lead Contacts section in your Openbix dashboard.

• Look for the Import button and click on it.

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Step 2: Upload Your File

• After clicking the Import button, a modal (pop-up window) will appear, allowing you to upload your file.

Supported File Formats: Openbix accepts files in XLS, XLSX, and CSV formats.

If your file contains dates, make sure they follow the date format instructions shown in the modal.

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Step 3: Select Your File

• Click the Upload button to select the file from your computer or device.

• Once selected, the file will be uploaded to Openbix.

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Step 4: Map Your Columns

• After uploading, you will see a screen where you can map the columns from your file to the corresponding fields in Openbix (e.g., Name, Phone, Email, etc.).

• If your file does not have a header row (e.g., column names like "Name," "Phone," etc.), you can manually assign the columns to the correct fields.

Custom Fields: If you need to add a field that doesn’t exist, you can create a custom field during this step. For more details, refer to the Custom Fields Help section.

Custom Fields: If you need to add a field that doesn’t exist, you can create a custom field during this step. For more details, refer to the Custom Fields Help section.

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Step 5: Review and Confirm

• Once you’ve mapped the columns, click Next.

• Openbix will start processing and uploading your data.

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Step 6: Completion

• Wait for the upload process to finish. Once completed, your leads will be successfully imported into Openbix.

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That’s It!

You’ve now uploaded your leads into Openbix. You can view and manage them in the Lead Contacts section. If you encounter any issues or need further assistance, feel free to check the Help Center or contact support.