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How do import data into an existing opportunity?

 

I assumed you could do it by using the data upload wizrd but it doesn't give the option for opportunities only companies contacts and leads
2 answers
  1. Jul 26, 2018, 2:08 PM

    Opportunity is an object that can't be imported with the import wizard, use Dataloader or Workbench

     

     Link to install Dataloader :  https://help.salesforce.com/articleView?id=000239784&type=1

     

     Import Opportunities into Salesforce : https://help.salesforce.com/articleView?id=000003141&type=1

     

      

     

    Workbench : https://workbench.developerforce.com/login.php 

     

      1. After login, Select Data -> Insert

     

       2. Select object Type, then select csv file from your system

     

       3.  Map the field 

     

       4. click Confirm Insert.
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