You can add deals three ways: manually, importing them from a CSV file or by syncing them from your CRM.
➡️ To learn more about syncing your CRM, read Integrating Salesforce to Coffee or Integrating Hubspot to Coffee.
Adding deals manually
Hover over the plus sign in the top right corner and select Deal.
Enter the deal details:
Deal name
Company
Deal size
Deal stage
Owner
Click Save.
ℹ️ If the company does not exist, you will be prompted to add the company information before saving the deal.
Adding deals by importing a CSV file
If you have a list of your deals in a spreadsheet or you use a different CRM where you can export the data from, you can import your deals all at once:
Prepare your CSV file with the deal data. Your file must include a URL for each company.
👉 Use our CSV Template as a guide for setting up your file correctlyIn Deals, at the top right, hover over Actions and click Import CSV
Upload your CSV file
Map the fields on your file to those in Coffee.
You can remove or ignore fields too.
Preview the import to make sure the information looks right
Click Import (bottom right)
That's it! Coffee will import your data. If any rows can't be imported, you will see a button for an exceptions file you can download to see what rows were skipped.