5. Import deals & transactions

If you need to add or update multiple transactions, we recommend importing data from a spreadsheet to save time.

Deals vs. Transactions

  • Deal:  A deal represents an agreement or contract between your company and a referred person. The referral lead is marked as a deal 'WON' if successfully closed and 'LOST' if it does not result in a transaction.

    In the pipeline, referral leads can have Deals open until they are Won or Lost. 

    Deal status Deal stage Desired outcome (i.e. transaction)
    New Open To be determined
    Working Open To be determined
    Won Closed Achieved
    Lost Closed Not achieved
    Disqualified Closed Referal lead failed spam check or disqualified by the Brand
  • Transaction: A transaction is a financial activity within a deal, such as a payment for a product, service, or capital raised. Once transactions are added, the software automatically calculates the referrer's commission.
     
    • Important: When you add the first transaction for a specific referral, the software automatically updates the referral lead status to 'Deal Won.

How it works

This legend explains the symbols used in the table below.

Field type Symbol Definition
Check mark ✓  The data can be added or updated using import.
Required column * These columns are required for a successful import:
  • If a column is missing, the import will FAIL.
  • If a column is present but the field is blank, the row will be SKIPPED.
  • If a field is read-only, the row will be UPDATED, but that field will be SKIPPED.
Map fields 🔗 This data is used to match imported data with existing data in Blabber.
  • If this data is missing, the system cannot determine where to place the information or how to calculate the referrer’s commission, and the record will be SKIPPED.

Prepare CSV file

The following table is a guide for preparing your CSV file to import data to Blabber. It shows what data can be added or updated, which columns are required, and how fields will be mapped when you import data to Blabber.

Download the CSV template with the required columns.

Data Add Update Delete
Blabber transaction ID N/A ⇔* Request feature
Referral ID ⇔ ✓ Request feature
Referral full name ⇔* ✓ Request feature
Referral phone ⇔* N/A Request feature
Referral email ⇔* N/A Request feature
Referrer ID ✓ ✓ Request feature
Transaction date ✓ ✓ Request feature
Customer number ✓ ✓ Request feature
Transaction number ✓* ✓ Request feature
Offer name ⇔* ✓ Request feature
Offer department ⇔* ✓ Request feature
Salesperson ✓ ✓ Request feature
Revenue ⇔* ✓ Request feature
Cost ✓ ✓ Request feature
Profit ⇔* ✓ Request feature
Billing frequency ✓
Default "One time" 		✓ Request feature
Fixed number of billing cycles ✓
Default "1" 		✓ Request feature
Inventory type ✓ ✓ Request feature
VIN ✓ ✓ Request feature
Date cancelled N/A ✓ Request feature

 

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