Export won deals from any CRM as a CSV and upload it in the client's settings. RankUpside needs four columns: date, amount, landing page and status. Common header names from HubSpot, Jobber or GoHighLevel exports are recognized without renaming. Re-uploading the same file updates deals instead of counting them twice.
What it doesn't do: A CSV upload is a one-time import, not a sync. For deals that arrive on their own, use the webhook.
Updated
Headers are matched loosely, ignoring case, so an export from HubSpot, Jobber or GoHighLevel usually works as it is. These are the names the importer recognizes for each field.
| Field | Required | Header names recognized |
|---|---|---|
| Date | Required | date, closed, close date, closed date, won date, date won, closed at, created, created at, date created, job date, invoice date |
| Amount | Required | amount, value, revenue, total, deal value, deal amount, invoice total, job total, price |
| Landing page | Required | landing page, landing_page, landing, landing url, page, page url, url, first page, entry page, source url |
| Status | Required unless every row is won | status, stage, deal stage, outcome |
| Source | Optional | source, lead source, channel, medium, utm_medium, utm source, utm_source |
| Deal ID | Optional | id, deal id, deal_id, external id, external_id, lead id, job id, invoice, invoice number, number |
| Phone or email | Optional, for matching calls | phone, phone number, customer phone, mobile, email, email address, customer email |
More on this:CSV format docs
Lost words are checked first, so “Closed - canceled” counts as lost, never won. Then won words, then open. A file with no status column works if you tick “My file has no status column; every row is a won deal”.
| Read as | Words in the status column (any case) |
|---|---|
| Lost | lost, declined, canceled, dead, no sale, refunded, no show, … |
| Won | won, paid, completed, sold, approved, invoiced, closed, … |
| Open | open, new, quoted, pending, estimate, scheduled, proposal, … |
In Client settings › Leads & revenue, choose the CSV file and select Import deals. Rows that can't be read are named with the row number and the value, so you can fix the file and upload again.
Each won deal joins to its landing page and is split across that page's searches by click share. Deals with no landing page, or a page with no search clicks, are listed as unmatched. Deals sourced from ads, social, Yelp or the Business Profile stay out of search revenue.
No landing page, or a page with no search clicks in the window: the deal is listed as unmatched and isn't credited to any search.
More on this:Revenue by searchAttribution docsClick-share attributionAllocated revenue
Three won jobs for a fictional gutter company, in three date formats and three ways of saying won. Below it, what the importer reads from the file.
deal id,close date,amount,landing page,deal stage,source D-1042,2026-10-14,"$4,200",https://copperlinegutters.example/,Closed Won,organic D-1051,10/09/2026,850,https://copperlinegutters.example/services/gutter-repair,won,google / organic D-1057,"Oct 3, 2026",340,https://copperlinegutters.example/blog/gutter-cleaning-fairview-cost,Paid,organic
What the importer reads
Parsed by the app's CSV code · 3 deals, 0 errors
| Deal | Date | Amount | Status | Landing page |
|---|---|---|---|---|
| D-1042 | 2026-10-14 | $4,200 | won | / |
| D-1051 | 2026-10-09 | $850 | won | /services/gutter-repair |
| D-1057 | 2026-10-03 | $340 | won | /blog/gutter-cleaning-fairview-cost |
No. Each upload is a one-time import. For deals that should arrive on their own, post them to the webhook instead.
More on this:WebhooksHubSpotAll integrations
The first report builds from 13 weeks of Search Console history as soon as you connect. Start with 3 client sites.
Weekly search report · Copperline Gutters
Sep 14 – Oct 11, 2026 vs the 4 weeks before
Copperline Gutters got 27 clicks from named buyer searches in the last 4 weeks, up 23% from the 4 weeks before. Google hides the search terms behind 84% of all 289 search clicks. Rankings rose across the site: pages that steadily show up are up about 2.4 positions.