(warning) This function is available if the integration with your CRM is configured using the API. 

To import the deals from Excel, follow this link: https://cloud.roistat.com/projects/xxxxx/import-excel, where xxxxx – is the number of the Roistat project.

(warning) The loaded file should have the .xls format.

The data on deals in the .xls-file are grouped in the table the following way:

ID         Order statusRoistat promo-codeSumCost  The date of the order






where:

The containment of columns will be displayed in the project as additional fields. The containment of the first strings of the table will serve as titles for additional fields.