FAQs & Knowledge Base | Importing Data

Importing data
How do I import categories from a spreadsheet?
Overview Categories are how you group your opportunities. If you already know the shape of your programs, the categories importer lets you create all of them from one spreadsheet instead of adding them one at a time, then set the shared settings once ...
How do I import opportunities from a spreadsheet?
Overview If you are setting Vome up for the first time, or you run dozens of standing opportunities, building them one at a time is slow. The opportunities importer creates a batch of opportunities from a single spreadsheet, matches the names in your ...

FAQs & Knowledge Base | Importing Data | Knowledge Base