Import and export deals
Moving from a spreadsheet or another CRM? Import your open deals in one go. You can also export any list of deals at any time.
Import deals#
- Open CRMPipeline in Board view and click Import.
- Download the template if you need one, then upload your CSV or Excel file.
- Match your columns to Kartlo fields. Kartlo suggests matches from the column names.
- Check the preview. Rows with problems are listed with the reason.
- Click Import.
The button shows for anyone allowed to add deals. One file can hold up to 10,000 rows.
Columns you can import#
| Column | Notes |
|---|---|
| Deal title | Required. Up to 200 characters. |
| Customer email or Customer phone | At least one is required. Matched to an existing customer; a new customer is created when there is no match. |
| Customer first name and last name | Used when a new customer is created. |
| Pipeline and Stage | Matched by name. Leave Pipeline empty for your default pipeline, and Stage empty for its first stage. |
| Value | In your store currency. Thousands separators, a currency code and Arabic digits are fine, for example AED 1,234.50 or 1,234,567.89. |
| Probability % | A number from 0 to 100. |
| Expected close | A date written YYYY-MM-DD, for example 2026-12-15. Dates that do not exist, such as 2026-02-31, are refused. |
| Owner email | The email of someone on your team. Leave it empty to own the deals yourself. Giving deals to others needs the CRM team permission; without it you can only put your own email. |
| Source | For example referral. Left as import when the source is not one Kartlo knows. |
| Tags | Several values separated by commas, up to 20. |
Export deals#
Filter the list the way you want, in the board or the table, then click Export and pick CSV or Excel. The file has the deal, customer, email, phone, company, pipeline, stage, value, currency, odds, owner, source, tags, expected close, next step and date added.
See Import and export products for how imports work across Kartlo.