Bulk Upload

Import proposal, partner, and customer records from CSV files.

Import previous proposals

Upload a CSV of old proposal records to add them to this organization.

Choose or drop a CSV file Up to 500 rows and 2 MB. No file selected

Your current role cannot import proposals.

Required columns

titleProposal name or opportunity title.

clientClient or issuing organization.

deadlineSubmission date in YYYY-MM-DD format.

estimated_valuePositive number, without currency symbols.

Optional columns

proposal_numberproposal_typestatuscurrencyclient_contact_nameclient_contact_emailclient_contact_phoneindustrycountry_regionissue_dateclarification_deadlinefinal_award_valuedepartmentinternal_priorityprobability_of_winproposal_categoryfunding_typesubmission_methodprocurement_platformnotes

Dates must use YYYY-MM-DD. If status, currency, or proposal_type are blank, the import uses Archived, ZAR, and Other.