Editing Import deals (section)

== Step-by-Step Instructions ==

### 1. Preparing Your CSV File
Before initiating the import, ensure your CSV file meets the necessary requirements:

* The CSV file must be in '''UTF-8''' format to handle special characters properly.
* The maximum file size permitted is '''100 MB'''.
* Make sure to configure '''Pipelines''', '''Stages''', and '''deal custom fields''' in ActiveCampaign prior to the import.
* Ensure all '''deal owners''' (ActiveCampaign account users) exist in your account before the import.

### 2. Importing Deals
Follow the steps below to import deals effectively:

1. Click [[Deals]] on the left menu.
2. Select the '''Import deals''' option.
3. In the '''Import Deals''' modal, click the '''Select File''' button.
4. Locate and select the CSV file you wish to import.
5. Once the file is uploaded, you’ll need to map the columns from your file to fields in ActiveCampaign:
   * The system will attempt to automap fields based on your file's headers.
   * You will see a preview of the field values in the '''Field values''' column on the right.
   * Click each ActiveCampaign field name dropdown to map it to the respective column in your CSV. You can only map one column to one field.
   * Note: If you do not map the '''Deal Value''', it will default to '''$100''' upon import.

### 3. Advanced Options
Clicking on the '''Advanced Options''' menu allows for additional configurations:
- Use default values for required fields left blank. If a required field isn't provided, the import record will be skipped unless this option is enabled.
- Allow blank fields to overwrite existing data (default is Off).
- Select a '''default pipeline''' for deals without a listed pipeline.
- Select a '''default stage''' for deals lacking a specified stage.

### 4. Finalizing the Import
Once your fields are properly mapped and any advanced options have been set, click the '''Import''' button. The import process will begin, and you can navigate away from the page while it runs.