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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Importing Opportunities Created for Existing Customers</strong></p><p><strong>- Importing Opportunities Created for New Customers (For customers not created in Halo yet)</strong></p><p><br></p><p><br></p><p>One of the ticket imports that can be done within Halo is for opportunity tickets that are regarding new clients. The opportunity import will change depending on whether it is new or existing business. If the opportunity is for new business i.e. not a customer in the system, it will be imported differently from an opportunity that pertains to a renewal or new service for an existing customer.</p><p><br></p><p>To get the sample spreadsheets, refer to the generic<strong> </strong><a href="https://usehalo.com/halopsa/guides/866/" rel="noopener noreferrer" target="_blank"><strong>importing data</strong></a> guide, this will explain how to locate the sample spreadsheet, which contains all of the import templates for various areas of Halo (Click this link to download: <a href="https://s3.halopsa.com/importspreadsheetsweb.zip" target="_blank" rel="noopener noreferrer"><strong>Sample Spreadsheets</strong></a>).</p><p><br></p><p><strong><span style="font-size: 14pt;">Importing Opportunities Created for Existing Customers</span></strong></p><p>To import opportunities for existing customers, this will be achieved using the <strong>Ticket Import</strong> <strong>Spreadsheet</strong>. The fields which you cannot add values to on this import are: OpportunityEmailAddress<span style="white-space:pre;">, </span>OpportunityAddress1, OpportunityAddress2, OpportunityAddress3, OpportunityAddress4, OpportunityPostCode. The reason for this is that the opportunity fields are not going to be stored for an existing customer, instead we can use the default ticket columns and change the RequestType to match that of our opportunity ticket type. The two default opportunity fields that can be imported for existing customer opportunities, are OpportunityValue and OpportunityConversionProbability.</p><p><br></p><p>The opportunity import spreadsheet can look something like this:<br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM1YzBkYzQwLTEzYWQtNDAyMi1hY2QzLTFmOWM0NzZiY2U5MyJ9.RJyXk71uL9HWXFQQ6z5AMRMfWUPTDCSmQe5ZMa6Mk5M" class="fr-fic fr-fil fr-dib" width="1998" style="width: 2000px; height: 94.4245px;" height="94"></p><p><span style="font-size: 10pt;"><strong>Fig 1. Opportunity import spreadsheet example</strong></span></p><p><br></p><p>OpportunityValue would have values such as 5180.00 or 1443.60, where as OpportunityConversionProbability is a percentage, so it may have a value such as 50, 10, or 75.</p><p><br></p><p><em><strong>Note: </strong></em><strong><em>It is important for the column headers to be the correct names so that Halo understands the fields you are trying to match onto. The RequestType refers to the name of the ticket type that you want to set against the ticket on each row. The Blue columns should not be edited on the import sheet, some can be deleted if need be, such as RequestID (If the tickets being imported are new), or if the tickets are existing and you are updating the information, you can match onto existing tickets via the ID field, or create tickets with a certain ID assigned to them by populating the RequestID with the desired number. In the above example, the ID field has been removed. The rows in the import spreadsheet can contain different ticket types, so you could import your existing customer opportunities and your incidents at the same time.</em></strong></p><p><br></p><p>The information for the client/ user will all be pulled through to the ticket, the import only requires matching onto those columns correctly, and then all information will be inherited based on client/ user.</p><p><br></p><p><strong><span style="font-size: 12pt;">Importing data into Custom Fields</span></strong></p><p>To map values onto custom fields when you are importing tickets, you need to create a new column header on the import sheet with the name of the custom field and the prefix "cf". For example if my custom field was called ExtraOppInformation, I would name the column header CFExtraOppInformation (Make sure your custom field is entity: Ticket). </p><p><br></p><p>An example of how you can layout the extra fields, is in the PSA trials. You may want a separate Custom Tab, that stores all additional information about the opportunity, this below ticket example, shows a custom tab called "Sales Info":</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJkMzY1OWViLWVjM2MtNDE5Ni04NWI3LTNmZjdjZmE4Y2Y2OCJ9.25tI0BSR8Rp1xKuAEzc_lJmKkqZeLdCNXZJzwQo-N40" class="fr-fic fr-fil fr-dib" width="709" height="952"></p><p><strong><span style="font-size: 10pt;">Fig 2. custom fields stored in custom tab 'sales info' </span></strong></p><p><br></p><p>As shown in the above image, there are multiple Custom Fields stored within the custom tab. For more information, visit the Custom fields (Within the Custom Objects Documentation) guide on the Academy (<a href="https://usehalo.com/halopsa/guides/1938/" rel="noopener noreferrer" target="_blank"><strong>Custom Fields</strong></a>).</p><p><br></p><p>An example of where the custom fields have been added to an Opportunity Import for existing customers, the below two custom fields are single select and have been populated row by row with the values that can be chosen from on each custom field that is configured within Halo:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkyZTI5ZGY1LThiM2YtNGEzMi05YmIxLWU0YTg5N2M4MjU2MCJ9.a6YnFgc49pSacc-6cXzNhIGW6OEmccsL2MOnGQCFgmI" class="fr-fic fr-fil fr-dib" width="713" height="454"></p><p><strong><span style="font-size: 10pt;">Fig 3. Importing single select fields using a spreadsheet</span></strong></p><p><br></p><p>The Custom Fields which are configured in Halo:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU2ZTVhNTBkLWZlNzItNGViMS04MDhkLTAzYjhmOGRmNTM5NyJ9.B7N0yZbLT2tBhYUaNYiuV0VpkFFG_zY7rdOBlmg0-mw" class="fr-fic fr-fil fr-dib" width="672" height="639"></p><p><strong><span style="font-size: 10pt;">Fig 4. Custom field within Halo 1</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM4OGE1NzhmLWZkZGItNGIyYS05MGY1LTI2YWQ5NWY1NjAzMSJ9.BN_wraJ4XrxpdTDeOvL5YOwjx5teJLM-q_WN1A-nFQ4" class="fr-fic fr-fil fr-dib" width="638" height="592"></p><p><strong><span style="font-size: 10pt;">Fig 5. Custom field within Halo 2<br></span></strong></p><p><br></p><p><span style="font-size: 14pt;"><strong>Importing Opportunities Created for New Customers (For customers not created in Halo yet)</strong></span></p><p><span style="font-size: 11pt;">This type of import will be achieved via use of the Opportunities import spreadsheet. Each ticket will store information about the new customer, which would normally be inherited via the customer/ user in Halo, as they do not exist in Halo yet, their information is stored against the ticket. Hence why there must be a separate import for new opportunities.</span></p><p><br></p><p><span style="font-size: 11pt;">You can import new opportunities under Configuration > Sales > General Settings, here there will be a button 'Import opportunities'. </span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM0Y2E1NmZhLTdmMTQtNDZlMy05M2E3LTAxMzM5YzdlZDBlMSJ9.ZucltI3drd1AJKgIDXqfiCyVcydZjUooDFxFjJ4OUaU" class="fr-fic fr-fil fr-dib" width="893" style="width: 895px; height: 539.259px;" height="539"></p><p><strong><span style="font-size: 10pt;">Fig 6. Import opportunities button</span></strong></p><p><br></p><p><span style="font-size: 11pt;">Using the 'Import Opportunities' button will allow opportunities that have been imported with no contact details to be assigned to the default customer/site for new sales. <br></span></p><p><br></p><p><strong><span style="font-size: 12pt;">Importing custom field values</span></strong></p><p><span style="font-size: 11pt;">Custom Fields can also be added for the Opportunities import, the main difference between the Ticket Opportunity import (for existing business) and the Opportunity import (for new business) is that the customer and user information must be added, such as the Address and company name (found on the column header as - oppcompanyname). Custom fields such as CFOpportunityType and CFOpportunityMoreInfo can be added to new business opportunities. Make sure the entity which you are creating the custom field under, is the Entity: Ticket.</span></p><p><br></p><p><span style="font-size: 11pt;">The difference in column headers between existing business and new business, will look something like this:</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJiM2JkYzkzLWRiNjgtNDUyMS1hMmJkLTQ4YzllODY2MmM2YyJ9._k05mh3TSAyDhbidD_q_rhxa5aAow8OaqKE7EH3GXoQ" class="fr-fic fr-fil fr-dib" width="2099" height="119"></p><p><strong><span style="font-size: 10pt;">Fig 7. column headers for new customers</span></strong></p><p><strong><span style="font-size: 10pt;"> </span></strong></p><p>The column headers displayed above are native to the <strong>Opportunities Import Spreadsheet, </strong>which again can be found in the sample spreadsheets zip file. After importing the tickets, you can import actions using the Actions Spreadsheet.</p>
