> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://knowledgebase.xtenav.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Does XTEN-AV support importing Opportunities/ Projects data from external platforms?

Yes, you can import your Opportunities/ Projects data from external platforms into XTEN-AV. Please follow the steps below:

1. Click on **Settings** from the profile section at the top-right corner.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_befkk5.png)

2. Once you click on it, you will find the **Import Data** option under the **Data Management** tab.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1dvw75c.png)

3. Click on the **Opportunities/ Projects** option to import companies or organizations you do business with.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_178ufil.png)

4. After clicking on it, you will be redirected to a page where you can **select a group to assign your Opportunities/ Projects** from the dropdown menu. This helps you organize and manage your Opportunities/ Projects efficiently.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_gy661o.png)

5. After selecting the group, click the **Next** button.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1rnarhk.png)

6. **Choose how to import your Opportunities/ Projects.**
   Select how new and existing Opportunities/ Projects hould be handled during the import process from the dropdown menu.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_13aie5m.png)

7. Once you have selected an option, click on **Choose a File** to upload your file, or drag and drop the file into the upload area. You can upload files in **XLSX** or **CSV** format.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1cb0txq.png)

8. After clicking on it, a file browser window will open where you can select your file and then click the **Open** button.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/projects_1h3yv6z.jpg)

9. After selecting the file, click the **Next** button.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_fwprmg.png)

10. Map your CSV columns. These columns will be used to identify your Opportunities/ Projects. Please ensure that the columns in your file are mapped correctly to the XTEN-AV fields. Fields marked with ${color}[#f10909](*) are mandatory and must be mapped to proceed.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_hgp5jk.png)

11. After mapping all the fields, click the **Confirm** button at the bottom of the page.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1dk3wba.png)

12. **Review and confirm your mapped data.**
    A sample preview of the first 3 rows will be displayed. If your data is mapped correctly, click the **Confirm & Import** button to proceed with the import. You can also click the **Back** button to make any necessary changes.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_gopkl2.png)

13. After confirming the file, a pop-up message will appear stating that you will receive an email once your request has been processed.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_hdoyv.png)

14. Once you submit the request, you can monitor the status of your import request under **Import History** within the **Import Data** section.


![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_yjaieh.png)