How to Import Contacts Into WeOpportunity From Excel

How to import a contact list from an excel spreadsheet into WeOpportunity using Import Utility.

Before beginning the import process, makes sure your spreadsheet has the following required columns:

  • First Name - fname
  • Last Name - lname
  • Job Title - title
  • Email - email
  • Phone Number - phone
  • Cell Phone - cell

1. Once logged in to WeOpportunity, search under the "Settings" tab for "Import Utility" (Please note that this is a group right, if you don't have access to it, please contact your system administrator.)Snag_4419e6.png

2. Select the "Import Contacts" radial button and click "Upload Excel File."Snag_45f3a7.png

3. Once your file is selected, select the column headers so they match the data (If anything is in red, that means one column isn't mapped properly.)


4.  Click on "Import"



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