1. How do I download and use the quick import macro files?
  2. Overview of Opportunity and Revenue Lines Import

Overview of Opportunity and Revenue Lines Import

You use two different spreadsheet macro files to import opportunities and opportunity revenue lines.

  1. First, you use the Opportunity Import Macro file to import opportunities without revenue lines.
  2. Second, you use the Opportunity Revenue Line Import Macro file to import the revenue lines.

You can import up to 5,000 opportunities at a time using the macros.

Note: While you can import additional fields by appending columns to the import macros, you can't make any other changes. You can't edit the Visual Basic for Applications (VBA) code or other functions.