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Available bulk actions
- Import opportunities — create opportunities in bulk from a CSV file
- Export opportunities — download a filtered set of opportunities as CSV
- Bulk edit — update fields (stage, assigned user, close date, value) across many opportunities at once
- Bulk delete — permanently remove multiple opportunities
- Bulk restore — recover recently deleted opportunities
Importing opportunities
Prepare your CSV file
Your file must:
- Be in CSV format
- Contain only one sheet
- Be under 30 MB
- Have a header row with columns matching opportunity fields (e.g., Contact Name, Pipeline, Stage, Value, Close Date)
Upload and map fields
Upload your CSV and map each column to the appropriate Hoop opportunity field.
Importing contacts and opportunities together
You can import contacts and their associated opportunities in a single CSV file. Structure your CSV to include both contact fields and opportunity fields in each row. Hoop will create the contact record and the linked opportunity simultaneously.Bulk editing opportunities
Select opportunities
In list view, check the checkboxes next to the opportunities you want to edit. Use the select all option to select all visible opportunities.
Choose fields to update
Select which fields to update — such as pipeline stage, assigned user, close date, or tags. Enter the new values.
Bulk deleting and restoring opportunities
To restore deleted opportunities, open Opportunity Settings > Deleted Opportunities and select the records you want to recover. Click Restore.