Import and export

Import a spreadsheet

1. 1
   Save your list as a CSV file. From Excel or Google Sheets, use File, then Download or Save As, then CSV.
2. 2
   Open My targets and click Import CSV.
3. 3
   Choose the file. Fundz tells you how many companies it added, how many it matched to Fundz data and how many it skipped.

The only column you need is the company name. Fundz recognises common column names, so you usually don't need to rename anything:

1. 1
   Company: Company, Company name, Account, Account name, Organization or Name.
2. 2
   Contact: Contact, Contact name, Full name or Person. Also Title or Role, Email, and LinkedIn or LinkedIn URL.
3. 3
   Stage: Stage or Status. Words like "new" or "prospect" become To contact, "emailed" becomes Contacted, "responded" becomes Replied, "demo" or "proposal" becomes Meeting, "closed won" or "client" becomes Won, and "closed lost" becomes Lost. Anything else starts at To contact.
4. 4
   Deal value: Deal value, Value or Amount. Dollar signs and commas are fine.
5. 5
   Next step: Next step date, Follow up or Due date for the date, and Next step or Next action for what to do.
6. 6
   Notes: Note, Notes or Comments. These go into the company's timeline.

How companies are matched to Fundz data

When a company name in your file matches exactly one company in Fundz, the two are linked. Linked companies show their news on your Today panel and in the target news email. If a name matches several companies or none, Fundz still adds it but doesn't guess, so another company's news never ends up against your account.

Companies already in My targets are skipped, so importing the same file twice is safe. You can import up to 2,000 rows at a time.

Export

Click Export on My targets to download a CSV of every company you're working, with stage, deal value, next step, contact details, why you added it, and the dates it was added and last updated. It opens in Excel or Google Sheets, and imports into most CRMs.