How to import your revenue data into Influ2

The Influence Dashboard helps you track how your ads impact your organization's pipeline and revenue. If you created cohorts by manually uploading target lists, you need to import your revenue data so Influ2 can measure that impact.

Before you start

You'll need a revenue report exported from your CRM. The specific report depends on your system:

• Salesforce users: Export based on Opportunity History. (See How to export the Opportunities report from Salesforce.)

• HubSpot users: Export the Deals report. (See How to export the Deals report from HubSpot.)

• No CRM integration: You can upload a CSV, XLS, or XLSX file with opportunity data (max 150,000 rows, minimum 8 columns).

Import your revenue report

1. Log into your Influ2 account, go to the Dashboard, and click Import opportunities.

   

2. In the side panel that appears, drop your report file or browse and upload it from your device.

   

3. Follow the workflow to map your fields, check the opportunities, and submit.

   

Map your fields

Map the fields from your export file to Influ2's system fields. Here's how:

From Salesforce:

• Opportunity Name → Opportunity Name

• To Stage → To Stage

• From Stage → From Stage

• Amount → Amount

• Last Modified Date → Last Modified Date

• Opportunity Owner → Owner

• Opportunity ID → Opportunity ID

• Account Name → Account Name

• Pipeline → Opportunity Record Type

From HubSpot:

• Deal Name → Opportunity Name

• Deal Stage (Current) → To Stage

• Amount → Amount

• Last Modified Date → Last Modified Date

• Deal Owner → Owner

• Record ID → Opportunity ID

• Deal Company (Primary) → Account Name

• Deal Type (Pipeline) → Opportunity Record Type

Configure your pipeline stages

After successfully importing your opportunities, Influ2 will prompt you to configure your pipeline stages. This step defines how opportunities flow through your funnel and which stages indicate pipeline generation, progression, and won deals.

Your opportunities data is now imported. Next, specify the active pipelines and assign the stages that define opportunity movement from Pipeline Generation to Pipeline Progression to Deal Won. See How to define pipeline stages to measure ad impact on revenue for details.