You can mass import opportunities with companies, opportunities with contacts or a list of companies/contacts to Spiro by visiting app.spiro.ai/import
Data Import Checklist
1. Download the correct import file
All files must be in the same exact format as the import files on our website. Column headers, column order and even capitalization must remain the same as the import file in order for the import to work.
2. Make sure you have appropriate data values in your spreadsheet
When loading email addresses, make sure the format is valid (no special characters that don't belong and no spaces after the email address). When loading amounts, make sure that you are using a regular number format.
3. Make sure you fill in required fields
Required fields for opportunities with companies is "Company Name"
Required fields for opportunities with contacts and list of companies/contacts is "First Name" and "Last Name"
4. Make sure your file is in a CSV format
Choose "Save As" when saving your file, and make sure the format is '.csv' (not .xls or .xlsx)
Questions? Email firstname.lastname@example.org