Import Opportunities

Written by Nick Miles

Last published at: March 13th, 2020

Import opportunities from a different system into CommunitySuite.

  1. Select Opportunities from the Home page.
  2. Select Import.
  3. Select Download Template and the template will download to your computer's Downloads folder as a .csv file.
  4. Open the template (.csv file) and enter the profile_id and opportunity_type_name that are associated with the opportunity (all other fields are optional), the save the .csv file to your computer.
  5. In CommunitySuite, select Choose File, then select the .csv file that you saved to your computer and click Open.
  6. Click Process.
  7. The system will redirect you to the My Open Opportunities page. If the opportunity is assigned to you, it will display on this screen. If the opportunity was assigned to someone else, it will display on the All Open opportunities page.