Export and import opportunities in CoE Manager

As an administrator, you can bulk import previously created opportunities into a program in the CoE Manager.

Procedure

In the CoE Manager, navigated to Admin - Advanced > Export / Import Opportunities.
Download the opportunity template.
1. Click the Export button. An excel file is downloaded.
  
  Note: This is a pre-filled template with existing opportunities in the CoE Manager. If there is no data in the CoE Manager, the exported excel file will only contain headers in it.
2. Open the downloaded template and click Enable Editing.
3. For each row of new opportunity to be created, enter the data as outlined below:
  - Column A: Default to Opportunity_t
  - Column B: Do not fill
  - Column C: Enter the Business Unit for the opportunity being created
  - Column D through AE: Fill the details as required
4. Optional: Enter the submitter email address.
5. Save the excel file.
Import the file.
1. Click the Import button.
2. Browse and choose the file to import and click Import.