...
Create a saved report on CRM including the standard required fields for importing accounts:
Report type: Accounts
Account CRM ID (Native CRM ID, for example on SFDC format looks like this: 0060c00001Sv8FLAAZ, or custom account ID)
Account name
Website
Account billing country
...
After exporting the accounts with open opportunities, you can import the excel file into N.Rich (see: Importing accounts)
NOTE: If you are using Salesforce CRM, there is a possibility that the exported file is corrupted. In such a case, you need to open the .xls file on Excel and resave it as .xlsx. If this doesn’t work, you may need to copy the contents of the original file into a new, blank excel sheet and save that.
...
The mandatory fields for importing the opportunity data are. It is recommended to create a saved report on CRM with the given fields so that the report can be re-run easily.
Report type: Opportunities
Account name
Account CRM ID (Native CRM ID, for example on SFDC format looks like this: 0060c00001Sv8FLAAZ, or custom account ID)
Website
Account billing country
Opportunity ID (Native CRM ID, for example on SFDC format looks like this: 0060c00001Sv8FLAAZ)
Opportunity name
Created date
Stage
Last stage change date
Amount
Opportunity currency (needed, only if your organization uses multiple currencies, see also: Currency codes)
Close date
Closed (true / false)
Won (true / false)
...
As the final step of the export, you need to export the opportunity stage history data. The mandatory fields for importing the opportunity stage history fields are the following.
Report type: Opportunity history
Account name
Opportunity ID (Native CRM ID, for example on SFDC format looks like this: 0060c00001Sv8FLAAZ)
Opportunity name
From Stage
To Stage
Amount
Opportunity currency (needed, only if your organization uses multiple currencies, see also: Currency codes)
Close Date
Last Modified
...