# Bulk actions
## Import opportunities
1. To upload opportunities in bulk, choose the drop-down list for **Bulk Actions** and select **Import Opportunities**. Partners are prompted with an overview of the key steps involved.
1. Choose **Start Import**. Users must complete the following Download and Prepare CSV file for import steps prior to uploading files:
+ **Always download the latest Excel template:** The date in which the template was last updated will be displayed for user transparency. Note: it is the user's responsibility to ensure the latest template version is being used for upload.
+ **New changes:** Check the new section "Products and Offerings" for guidance on how to attach products and offerings on opportunities. Download the dynamic sheet to check the APN Product Codes and Offering IDs to add on the bulk excel template.
+ **Prepare the Excel file to import:** Fill in all the information in the required fields highlighted in yellow. There are guided boxes that appear by clicking on the cell. They support you through the process in order to insert the correct information. Some of the cells have drop-down lists where you can review and choose required fields.
+ **Additional columns are required if you select certain options:** Additional columns are highlighted in the Excel file and listed in the table.
1. Choose **Next**.
1. When your Excel template is ready, choose **Select File**, select your saved .csv file, and then choose **Upload**. If you receive an error message while resolving any missing fields, refer to the accompanying tables in this section.
1. Choose **Import** to continue, and then wait for the confirmation message. If you receive an error message, review the section Errors in the bulk upload.
1. Choose **Done**, and close bulk import to return to the ACE Opportunity page.
### Opportunity fields
The following table describes the required fields for creating opportunities:
**Fields**
| **Field name (required)** | **Description** |
| --- | --- |
| Customer/company name | Name can be 80 characters maximum. |
| Industry vertical (pick-list value) | Customer company name: [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Country (pick-list value) | Required conditional fields: [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Postal code | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Customer website | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Partner primary need from AWS | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Partner project title | Project title can be 60 characters maximum. |
| Customer business problem | Describe the customer's pain point or business problem. The description must be 20 characters minimum. |
| Solution offered | Describe the solution in 255 characters maximum. Enter the Offering ID for the solution. If you don't have an Offering ID, enter Other. If you enter Other, then Other Solution Offered is required (Column M). |
| Other Solution Offered | Describe the solution in 255 characters maximum. |
| Use case (pick-list value) | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Estimated AWS monthly recurring revenue | Use only numbers and no special formatting. Remember to count revenues in dollars and use US decimal notation (0,000.00). |
| Target close date | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Opportunity type | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Delivery model (pick-list value) | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Is opportunity from marketing activity? (required) | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Sales activities | Describes the customer's sales activities. This is required if Partner Primary Need from AWS (column I) is set to Co-Sell. |
| Competitive tracking (column AI) | If Competitive Tracking is set to Other, then Other Competitors (column AJ) is required. |
**Secondary Required Fields**
The Secondary Required Fields (highlighted black) are required:
If Industry Vertical is set to Other, the vertical must be specified in column C.
If Industry Vertical is set to Government, the following field is requested: Does opportunity belong to NatSec? (column D).
If Country is set to United States, then State/province is required (column F).
If Solution offered is set to Other, then Other Solution Offered is required (Column M).
If you Choose Yes for Is Opportunity from Marketing Activity, Was Marketing Development Funds Used? is required (column U).
If Partner Primary Need From AWS is set to Co-Sell, then specify Sales Activities in (column W).
If Competitive Tracking is set to Other, then you must specify it in column AJ.
If the Excel template contains a Values tab, you can use it to complete the additional columns.
#### Optional fields
The following table describes the optional fields for creating opportunities:
**Optional fields**
| **Field name (optional)** | **Description** |
| --- | --- |
| AWS products (column X) | Add the AWS product code from the Excel file in step 1. If you have multiple IDs, separate each one with a semicolon (;). |
| Customer phone | Only numbers are allowed. |
| Customer email | Must be a valid email address. |
| AWS account ID | Must be a 12-digit number. If the ID starts with zero, reformat the cell as text. |
| Additional comments | 255 characters maximum. |
| State/province (pick-list value) | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Street address and city | 255 alphanumeric characters maximum (each). |
| Competitive tracking (pick-list value) | [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html) |
| Marketing development funded (pick-list value) | Must map to a valid use case. Refer to the Values sheet for mapping. |
| Primary sales contact, first name, last name, and title | The contact referenced in this field is included in opportunity-related email notifications. |
| Primary contact phone | Only numbers allowed. |
| Primary contact email | Must be a valid email address. |
| Partner CRM unique identifier | Ensure that the value is unique for each opportunity or leave this field blank so other users can save and submit records. |
## Export opportunities
The Bulk Export functionality allows a user to export up to 1,500 opportunities into a .csv file. AWS Opportunity referrals that have not been accepted will not appear in the export. To generate a file with your opportunities, choose **Export Opportunities** from the bulk-import dropdown list.
**Note**
You will export all filtered opportunities in the currently selected opportunities back to 2021.
## Update opportunities
The bulk-update function can export validated opportunities in bulk. This feature is designed to be scalable and to provide visibility of each engagement.
1. From the bulk-actions drop-down list, choose **Update Opportunities**.
1. Prepare the opportunities you want to update and download. Use filters to narrow the scope.
1. Choose **Next**.
1. Choose **Download Prepared XLS file** to generate and download your AWS opportunities. Acknowledge that there is a limit of 1,500 opportunities that can be downloaded.
1. Open the file in Excel, make any necessary changes, and save the file as a .csv.
1. Choose **Upload File**, choose your saved .csv file, and then choose **Update**. A popup window confirms the process status.
1. Confirm that you have prepared the .csv and are ready to upload it, and then choose **Next**.
1. Choose the file you prepared, and then choose **Upload CSV File**.
1. You will be redirected to the ACE Opportunity Page.
1. When the bulk update completes, you will receive a notification.
**Note**
To review your history of bulk updates and get detailed information, choose **Go to Bulk Updates**.