---
title: "Using the Opportunity Import Spreadsheet"
slug: "using-the-opportunity-import-spreadsheet"
tags: ["Language - English", "Area - Administration", "Industry - Landscaping", "Type - Task (How-To)", "Role - System Admin", "Role - Branch Admin", "Skill Level - 1 (Beginner)"]
updated: 2025-10-20T18:09:55Z
published: 2025-10-20T18:09:55Z
canonical: "guide.youraspire.com/using-the-opportunity-import-spreadsheet"
---

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

# Using the Opportunity Import Spreadsheet

## **Purpose**

Aspire offers the ability to import your *Opportunities* yourself through *Administration.*

Below, you can read the instructions for downloading and uploading the *Opportunity Import* file, as well as how to fill out each field.

📌**Note:** If you do not see this import available in your *Imports* dropdown in *Administration*, please submit a ticket to *AspireCare* to request it!

## **Downloading the Opportunity Import Sheet from Aspire**

Next, you can move forward with downloading your *Opportunity Import* sheet from Aspire!

- To download the spreadsheet for entering catalog item information, navigate to your profile icon and select *Administration*.

![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-ileud1sz.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

- Then, select the *Application* tab, and then *Imports.*

*![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-ur1awzei.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)*

- Under *Import Type*, select *Opportunity.*

*![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-nju2ys6c.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)*

- Then, select *Download Example* to download the spreadsheet.

![A close-up of a download button AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-3wseqbr1.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

- In your browser or file explorer, locate the downloaded spreadsheet and open it!

![A screenshot of a browser window AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-57ylb5e0.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

- If your Excel file opens the file in a read only format, then you can select *Enable Editing* at the top to add your import information.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-knvpcr1d.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

You'd fill in the spreadsheet with your opportunities that will be updated in Aspire!

Here's an example:

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-aez8w1k6.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

🧠 If you need information or examples on each column, keep reading!

## **Instructions for the Opportunity Import Sheet**

Please follow the guidelines very carefully below when entering your *Excel* spreadsheet with your opportunity data to be uploaded into the Aspire system.

Instructions for how to fill out each field, including required fields, are available in the table below.

Keep in mind:

- Do not remove or change any columns on this spreadsheet. If removed or changed, the data load will not work.
- Do not skip or have blank rows.
- No copyright or ™ symbols

⚠️ Columns A-C, E-F, and J-K are required fields and must be filled with data. *Do not* leave these cells empty.

## 

### **Field Name Descriptions for Your Item Opportunity Import**

Below are the columns that are available for your *Opportunity Import*. 👇

| **Column and Field Name** | **Description** | **Example** |
| --- | --- | --- |
| A. Property Name | This is a required field and cannot be left blank. Enter the name of the property where work will be performed. The property listed must be a property that already exists in Aspire. | *Busch Stadium* |
| B. Opportunity Type | This is a required field and cannot be left blank. Aspire defines Two types of opportunities: *Contracts* and *Work Orders.* *Contracts* are used for recurring jobs to be performed over time and can be renewed from year to year. Work orders are used for one time-jobs that do not have recurring schedules. 📌 Note: Opportunities with the Contract opportunity type will only have one occurrence listed for each service when using the import tool. | *Contract or Work Order* |
| C. Opportunity Name | This is a required field and cannot be left blank. Enter the *Opportunity’s Name* in this column. | *Weekly Maintenance 2025, BB&B 25-26 WO, Westbury Mall- Snow Removal* |
| D. Sales Type | Add the *Sales Type* for the *Opportunity* in this column. The *Sales Type* entered here must already be an existing *Sales Type* in Aspire. | *New Sale, Renewal* |
| E. Sales Rep | This is a required field and cannot be left blank. Add the name of the *Sales Rep* responsible for the opportunity in this column. The *Sales Rep* added here must already be an existing user in Aspire. | *James O’ Dell, Camilla Sailor, James Blesser* |
| F: Division Name | This is a required field and cannot be left blank. Set your Opportunity’s *Division* here. The *Division* used here must already have been created in Aspire before the import is completed. | *Maintenance, Irrigation, Enhancement, etc.* |
| G. Start Date | This is the *Start Date* of the *Contract* or *Work Order.* 📌 Note: This field is only required if an end date has also been set. | *01/01/2025* |
| H. End Date | This is the *End Date* of the *Contract* or *Work Order.* | *12/31/2025* |
| I. Proposal Description 1 | Allows you to import text for *Proposal Description 1* on your *Opportunity.* After importing, this text will be available for your layout proposal once it is generated in Aspire. It will also be listed in *Proposal 1 Description* on the *Opportunity’s Estimate.* |  |
| J. Group Name | This is a required field and cannot be left blank. The *Service Group Name* is a field that allows you to group the services that your company will provide to the customer in support of the opportunity. *Group Name* (Also known as the *Service Group Header* in an estimate) can be displayed on printed proposals to provide clarity for your customers. 📌 Note: The *Optional Services* section cannot be used with this import. | Mulch Services, Phase 1, Snow Season De-Icing |
| K. Service Name | This is a required field and cannot be left blank. Enter the name of the service. This service name must match the service name listed in the service catalog. 📌 Note: You will need to enter a separate line for each service on the opportunity’s estimate. Make sure columns *A-I* are the same on each line. For opportunities with multiple services, add your different services in *Column K*, and match the information in columns A-I. This makes sure they're all grouped within a *single opportunity.* | *MT - Weekly Turf Maintenance* |
| L. Service Price Override | To override the *Service’s* price, enter the price here. If this field is left blank, Aspire will use the default cost and mark-ups set for the *Service.* |  |
| M. Item Name | Enter the name of the item. If you would like a catalog item to be used within the estimate, the item name must match the item name in the item catalog. Otherwise, the item will be listed as a *one-time item.* One-time items will be added with a price of $0 when using the import. 📌 Note: You will need to enter a separate line for each item under a service on the opportunity’s estimate. For opportunities with multiple services, add your different *Item Names* in *Column M*, and match the information in *Columns A-I.* This makes sure they're all grouped within a single opportunity. | *Labor - Maintenance* |
| N. Qty | Enter the quantity of the *Item* from *Column M* that will be estimated. 📌 Note: This field is *only required* if an *Item Name* has been entered in *Column M.* |  |
| O. UOM | Set the unit of measure for the item here. The UOM used must already be an existing *Unit Type* in Aspire. 📌 Note: This field should be completed for any one-time items used. This field can be left blank if the item currently exists in the item catalog. | *Ea, unit, gallon, hour, etc.* |
| P. Category | *Category* is used to group *Items* in the *Item Catalog.* The category item entered in this import must already be a *Catalog Item Category* in Aspire before the import is completed. 📌 Note: This field should be completed for any one-time items used. This field can be left blank if the *Item* already exists in the *Item Catalog.* | *Annuals, Bulk Materials, Fertilizer* |

Things to Know About the Opportunity Import Spreadsheet:

- Developing standard naming conventions for Opportunities is recommended.
- *Contract Opportunities* that are imported default to a *Fixed Payment Invoice Type.*
- *Work Order* Opportunities that are imported default to a blank *Invoice Type*. You would have to manually set the *Invoice Type* after the import is completed.
- The *Optional Services* section cannot be used with this import.
- If more than one *Sales Rep* or *Sales Type* is listed for a specific opportunity, the system will use the first one listed.
- The import will create a new opportunity if the *Property Name* does not match anything already created in Aspire.

## **Uploading the Opportunity Import Spreadsheet in Aspire**

When your spreadsheet is completed with information, you can then head to Aspire to import your *Opportunity* information!

- Navigate to your profile icon and select *Administration.*

*![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-pj0292wl.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)*

- Then, select the *Application* tab, and then *Imports.*

*![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-lmzxssi0.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)*

- Under *Import Type*, select *Catalog Item.*

*![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-y20kq5ml.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)*

- Then, you can click the *Upload* button and choose your file from your computer folders.

![A close-up of a button AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-uo4pdhfg.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

- The file chosen from your computer will upload into Aspire!

### **Understanding Errors**

As you are importing your records, if there are any validation issues with the spreadsheet, they will be flagged under the import type drop down.

Here’s an example:

![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-4qh7gjvj.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

There is a legend to help you understand the error type:

![A white background with blue text AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-opportunity-import-spreadsheet-image-67drr6y9.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A16%3A24Z&se=2026-11-13T11%3A16%3A24Z&sr=c&sp=r&sig=LPek%2BEAK856Bq6e4%2F1tLZUOEIrzWREu%2FFQ4xL4X3yp8%3D)

Depending on the import legend information, you can choose to import the file as is by selecting *Complete Import* in the right corner of the import window, or you can choose to fix the spreadsheet and begin a new import!