> ## Documentation Index
> Fetch the complete documentation index at: https://docs.commissionkit.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Deals

> Bulk import deals from CSV or XLSX files

The bulk import feature lets you upload multiple deals at once. CommissionKit parses the file, shows a preview, and lets you edit rows before finalizing.

## Supported formats

* **CSV** — Comma-separated values
* **XLSX** — Excel workbook (first sheet is used)

## File format

Download the template from the import dialog. Expected columns:

| Column                | Description                               | Required                           |
| --------------------- | ----------------------------------------- | ---------------------------------- |
| Rep Email or Rep Name | Email or name to match against your reps  | Yes                                |
| Deal Name             | Name of the deal                          | Yes                                |
| Amount                | Deal value (numeric)                      | Yes                                |
| Close Date            | Date the deal closed                      | Optional                           |
| Stage                 | `closed_won`, `closed_lost`, or `pending` | Optional (defaults to closed\_won) |
| Currency              | ISO currency code (e.g., USD, EUR)        | Optional (uses default)            |
| Notes                 | Optional notes                            | Optional                           |

## Column mapping

CommissionKit auto-detects columns by name. Common variations are recognized:

* **Rep**: `Rep Email`, `email`, `Rep`, `sales_rep`, `Sales Rep`
* **Deal Name**: `Deal Name`, `Name`, `Deal`, `deal_name`
* **Amount**: `Amount`, `Price`, `Value`, `Deal Amount`, `deal_amount`
* **Close Date**: `Close Date`, `Date`, `close_date`
* **Stage**: `Stage`, `stage`
* **Currency**: `Currency`, `currency`
* **Notes**: `Notes`, `Description`, `notes`

## Import process

1. Set the default currency fallback (used when a row has no currency)
2. Select your file
3. Review the parsed preview — each row is editable
4. Rows with unrecognized reps are highlighted in red
5. Use the dropdowns to assign reps to unknown emails
6. Click **Finalize Import** to save all deals

## Validation

* Deals without a recognized rep email cannot be imported until you select a rep
* All deals are assigned to the period you selected when opening the import dialog