How to Import Contacts & Opportunities

This guide will walk you through how to prepare and import your spreadsheet into Deal Magnet, step by step. The example shown in the video below demonstrates how to import both Contacts and Opportunities (e.g., agents + property addresses).

👉 If you’re only importing contacts (like a list of agents only), you can skip the restructuring steps.
👉 If you’re
importing opportunities (like property addresses that are leads), you’ll need to add a few columns and combine your address fields into one “Opportunity Name” column (that’s what the code below is for.)


Code Snippets — Combine Address Columns into One

🟩 Google Sheets Formula

=ARRAYFORMULA(H2:H & ", " & I2:I & ", " & J2:J & " " & K2:K)

(just adjust the letters of your columns to match your sheet)


🟦 Excel Formula

=H2 & ", " & I2 & ", " & J2 & " " & K2

(just adjust the letters of your columns to match your sheet)