Who This Is For / When to Use
This article is for users who need to bulk create or update Opportunities in Kyrios instead of entering them manually, such as during data migration, cleanup, or large pipeline updates.
What the Opportunity Import Does
The Opportunity import allows users to create new Opportunities, update existing Opportunities, or do both at once using a single CSV file, while maintaining data accuracy and pipeline structure.
This process supports large datasets, enforces required fields, and provides detailed success, warning, and error reporting after the import completes.
Required File Format and Limits
Opportunity imports require a properly formatted CSV file to process successfully.
File requirements
File type:
.csvMaximum file size: 30 MB
Header row required
One Opportunity per row
Important
Opportunity imports are not reversible
Deleted or overwritten data cannot be automatically restored
Required Fields for Creating Opportunities
When creating new Opportunities, the following fields are required:
Contact ID
Opportunity Name
Pipeline Name
If any required field is missing, that row will fail during import.
Required Fields for Updating Opportunities
When updating existing Opportunities, the following field is required:
Opportunity ID
Opportunity IDs can be retrieved by exporting Opportunities from the same Kyrios account.
Default Values Applied During Import
If optional fields are omitted, Kyrios applies the following defaults:
Stage: Defaults to the first stage in the selected pipeline
Opportunity Value: Defaults to
0Status: Defaults to
OpenLost Reason: If a valid lost reason is provided, the status automatically updates to
Lost
How to Retrieve Required IDs
Use exports to obtain the correct IDs before importing:
Opportunity ID, Pipeline Name, Stage Name: Export Opportunities
Contact ID: Export Contacts from the same Kyrios account
Supported Field Formatting
Fields must follow these formats to import correctly.
Date Fields
Accepted formats:
mm/dd/yyyy(10/28/2020)yyyy/mm/dd(2020/10/28)mm-dd-yyyy(10-28-2020)yyyy-mm-dd(2020-10-28)
Multiple Select, Checkbox, List Fields
Accepted formats:
Value 1, Value 2, Value 3Separators: comma
,, semicolon;, or period.
Single Select / Radio Fields
Accepted format:
Value 1
Opportunity Owner
Accepted format:
FirstName LastName
Example:Logan Paul
Tags
Accepted formats:
Tag1, Tag2, Tag3Separators: comma
,, semicolon;, or period.
Phone Numbers
E.164 format preferred:
+11234567890US formats also accepted:
123-456-7890,(123) 456-7890
Numeric Fields
Accepted formats:
1.23,1234,.123
Monetary Fields
Accepted formats:
12341,234.33
Opportunity Followers
Accepted format:
FirstName LastName, FirstName2 LastName2
Step 1: Start an Opportunity Import
Begin the import from the Opportunities section.
Navigate to Opportunities
Click Import from the top menu
Step 2: Upload the CSV File
Uploading the file prepares it for mapping and validation.
Upload your CSV file
Confirm the upload reaches 100%
Select how to import:
Create Opportunities
Update Opportunities
Create and Update Opportunities
Step 3: Map CSV Columns to Kyrios Fields
Each column must be mapped to the correct Opportunity field.
Review the mapping guide
Map each CSV column to its corresponding field
Confirm all required fields show as mapped
Optionally enable Don’t update empty values to prevent overwriting existing data
Step 4: Verify and Start the Import
Verification confirms the import settings before execution.
Review preferences and mappings
Add optional tags to imported contacts if needed
Click Start Bulk Import
Step 5: Monitor Import Progress
Imports can be tracked from the Bulk Actions page.
Status shows as Complete, In Progress, or Failed
Each import entry includes a Show Stats option
How to Review Import Statistics
The import statistics panel provides row-level results.
Click Show Stats next to an import
Review:
Total processed rows
Successful rows
Errors
Warnings
Export results if needed
Understanding Errors and Warnings
Errors and warnings indicate how rows were processed.
Errors: Row failed and was not imported due to missing or invalid required data
Warnings: Row imported successfully, but some non-critical fields were skipped
Common Errors and How to Fix Them
Invalid Option for Dropdown or Multiselect Field
Cause: Value does not match available options
Fix: Update the CSV value to match an existing option or add the option before re-importing
Invalid Contact ID
Cause: Contact ID does not exist
Fix: Export Contacts to confirm valid IDs or remove the Contact ID if not required
Could Not Parse Date
Cause: Unsupported date format
Fix: Use one of the supported date formats listed above
Duplicate Unique Property Value
Cause: Duplicate value in a unique field
Fix: Remove duplicates or update existing records instead of creating new ones
Required Fields Missing
Cause: Mandatory fields not included
Fix: Add all required fields and re-import
Pro Tips
Enable Don’t update empty values to protect existing data
Test imports with a small file before running large imports
Use exports to ensure IDs and field values are correct
Break very large imports into smaller batches for easier error handling
FAQs
What happens if mandatory fields are missing?
Rows missing required fields fail and are not imported.
Can Opportunities be updated without an Opportunity ID?
No. An Opportunity ID is required to update existing Opportunities.
How do I fix dropdown or multiselect errors?
Ensure CSV values exactly match available options in Kyrios.
How should large imports be handled?
Split large files into smaller batches to simplify troubleshooting.