Can you import or register historic sales data into the Sales pipeline?

Steady Eddy October 1, 2018

I have some historic sales I'd like to load into the CRM so I can sync up my sales reporting. Is this possible?

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Kristina Meelind [Avisi]
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
October 2, 2018

Dear Matthew,

Thank you for reaching our. Currently it is not possible to import the history of the sales to Atlas CRM. Can you please share your use case with us? Also, which kind of reporting would you like to see?

Best regards,

Kristina


Drew Tripp March 8, 2019

Hi Kristina - I am interested in similar functionality - specifically the ability to import information about current opportunities and create new open sales items and prepopulate the data elements defined in the Sales template as well as custom fields, each associated with an existing company

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