How do I upload my opportunity spreadsheet?

Once your spreadsheet is filled in, it’s time to upload it to the platform.

 

 

You’ll find the dashboard after logging in — it’s where you manage all your opportunities.

 

 

This is usually near the top of your dashboard. You’ll be taken to the upload screen.

 

 

Click to select your file or drag and drop it into the upload box.

Tip: Your file must be in one of these formats — .csv, .xls, .xlsx, or .xlsb.

 

 

The platform will try to match your columns with its own fields.

Double-check that everything looks right. You can fix any mismatches using the dropdown menus.

 

 

If there are issues (like missing required fields or typos), they’ll be flagged.

You can edit values directly or use dropdowns to correct them.

 

 

Once all the rows are valid, hit Import. You’ll see a confirmation message when the upload is complete.

 

Your opportunities are now uploaded — if marked as Published, they’ll appear on the platform right away.

 

For more information and to watch a demonstration of how to upload your opportunity spreadsheet, check out this useful video!

 

 

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