Upload custom Stage Objects

Updated by Ole Dallerup

Custom Upload is available to Enterprise customers.
Before uploading custom stage objects, it is recommended to consider if you can't add a custom or calculate field on your CRM object and use the stage model builder. That is typically easier and faster, and also available to all plans.

Uploading Custom Stage Objects is typically needed when you have your ERP system with information not available in your CRM or when you have defined your ways of measurement as joins of multiple objects.

In most other situations, it possible to build what you want with the self-service stage model builder.

Stage Object

It depends on system, often this is called opportunities or deals. We call it stages, because they represent steps very early in the funnel and also late when representing closed won deals and retiontion sales.

Fields

Type

Nullable?

Data Examples

Comment

id

STRING

FALSE

4053091339

Unique id for the stage

company_id

STRING

TRUE*

2394762270

company_id from the primary CRM

*company_id, contact_id, email or emails is required

email

STRING

TRUE*

friends@dreamdata.io

The email of the user who did purchase. Dreamdata will use this email to find the company id from the primary crm. Its only used if company_id is not set.

*company_id, contact_id, email or emails is required

contact_id

STRING

TRUE*

23242349233

contact_id from the primary CRM

*company_id, contact_id, email or emails is required

emails

ARRAY

TRUE*

["support@dreamdata.io", "friends@dreamdataio.com"]

All email addresses of contacts involved with the opportunity for cases when you want to do opportunity attribution.

*company_id, contact_id, email or emails is required

name

STRING

TRUE

Dreamdata deal

The name of the opportunity or deal

currency

STRING

FALSE

USD, EUR, GBP

The currency the amount represents. If you are sending mixed currencies Dreamdata will ensure to calculate all amount into your base currency.

properties

JSON

TRUE

{"pipleine":"sales", "stage": "newbiz", "closed_date":null, "created_date": "2021-01-05T08:11:00.563Z", "amount": 34000}

The CRM fields are used within Dreamdata for reporting.

Requirements:

- one field has to be a timestamp or datetime

How did we do?