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 both very steps very early in the funnel and also later when it in fact is close becoming new business bookings.

Fields

Type

Required

Data Examples

Comment

id

STRING

TRUE

4053091339

Unique id for the stage

company_id

STRING

TRUE*

2394762270

Company_id from the primary CRM, if not available see email.

*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

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

FALSE

Dreamdata deal

The name of the opportunity or deal

currency

STRING

TRUE

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.

created_date

TIMESTAMP

TRUE*

2022-11-17T13:14:25Z

YYYY-MM-DDTHH:MM:SSZ

The timestamp has to be in UTC timezone

*created_date or closed_date is required

closed_date

TIMESTAMP

TRUE*

2022-11-17T13:14:25Z

YYYY-MM-DDTHH:MM:SSZ

The timestamp has to be in UTC timezone

*created_date or closed_date is required

amount

FLOAT

TRUE

1000

The amount of the deal

properties

JSON

FALSE

{"pipleine":"sales", "stage": "newbiz"}

The CRM fields are used within Dreamdata for reporting.

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