# [Import] Deal

Published 2026-02-24

> Hello, you can import Sales Field information or sales pipeline (deal) by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go to Deal by clicking Next. Click on Download

Hello, you can import Sales Field information or sales pipeline (deal) by following the instructions below. 

1.  Go to the **Settings menu.**
2.  **Go to Import & Export** and select Import.
3.  **Go to Deal** by clicking Next.
4.  **Click on Download** template to download the Excel template and enter your information.
5.  Download as **a CSV file**
6.  **Choose a file to upload your cards:deal** and click Next.
7.  **In the Select Property** section, match the header column with the erxis header information and give it a Name.
8.  Check and save **the Disclaimer .**
9.  Check the results to see if the import was successful in the **See Records result section.**