Example: Import Deals from your Spreadsheet into Venturelytic

Created by Venturelytic Team, Modified on Mon, 23 Jan 2023 at 08:53 AM by Venturelytic Team

The tutorial below provides you an example of how to import a list with deals into your "Investment Opportunity" overview in Venturelytic via the Data Import Wizard. 



Please be aware that the most important part of a data import is the preparation of the data itself within your spreadsheet. It's crucial that the values in your spreadsheet match the fields within Venturelytic in terms of name, type and format. The "How to" series below provide you with the information you need. 



For more information, see: 

https://help.salesforce.com/s/articleView?id=000385167&type=1




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