Required fields for each record:

Accounts

• Account Name

• Account CRM ID

Contacts

• Account Name or Account CRM ID

• Contact CRM ID

• Email Address

• First Name

• Last Name

Opportunities

• Account Name or Account CRM ID

• Amount

• Close Date

• Closed

• Opportunity CRM ID

• Opportunity Name

• Owner Email Address

• Primary Contact Email Address / Contact CRM ID

• Probability

• Stage

• Won

Campaigns

• Campaign CRM ID

• Campaign Name

Campaigns and Contacts

• Campaign CRM ID

• Contact CRM ID

• Member First Association Date

Campaigns and Opportunities

• Campaign CRM ID

• Opportunity CRM ID

Notes and Accounts

• Account CRM ID

• Create Date

• Note Description

• Owner Email Address

Notes and Opportunities

• Create Date

• Note Description

• Opportunity CRM ID

• Owner Email Address

Notes and Contacts

• Contact CRM ID

• Create Date

• Note Description

• Owner Email Address