Uploading CVS files to both custom fields in both contact and opportunity

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Gerald Lewis

• September 02, 2019 17:07

I am setting an upload to my contacts. In the upload applications, I see the fields for the contact custom field, but I don't see the custom fields for the opportunity fields. In my CVS File, I have both contact and opportunity custom field on the same CVS file. How do I upload the opportunity custom fields?

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  Act! Team

  • September 04, 2019 09:37

  Thanks for taking the time to submit the above post Gerald.

  Unfortunatly it is not possible to import information into Opportunities within 365. It is only possible to import contact information only.

  Kind regards

  Chris

   

   

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