Import win/loss evidence from your CRM

Instead of recording deals one at a time, you can bulk-import historical closed-won and closed-lost deals straight from your CRM. Playwise HQ scans your CRM, matches each deal to the right competitor, gathers supporting evidence, drafts win/loss reasons with AI, and lets you review everything before anything is saved — so a competitor’s win/loss analysis fills up with real history in one pass.

This is a longer, multi-screen wizard. Take your time on the Review step — that’s where you stay in control.

What you’ll do

Prepare — read the flow, check the battlecard count, and set your evidence-email preference.
Filter — choose the date range, the outcomes, and the CRM deal types to scan.
Scan — Playwise HQ finds eligible deals.
Match — tell Playwise HQ which CRM field names the competitor.
Enrich — Playwise HQ matches competitors, gathers evidence, and drafts reasons.
Review — pick which deals to import and check each AI-drafted reason.
Commit — import the selected deals.
Done — see the summary and jump to your battlecards.

Nothing is imported until you reach the Commit step, and you can discard the whole run at any point before then.

Before you start

You need the Admin role — importing evidence is admin-only.
You need a CRM connected that supports evidence import.
It helps to know which CRM field your team uses to record the competitor on a deal (a picklist, a text field, or similar).

Open the import wizard

Open the connected integration from its management page and start Import win/loss evidence (the evidence-import wizard). If you leave partway through, Playwise HQ remembers the in-progress import and drops you back at the step you’d reached.

1. Prepare

The first screen explains what the import does and shows how many battlecards you currently have — the competitors your deals can be matched against. It also has an email-consent switch: turn it on if you’re happy for Playwise HQ to use activity evidence (such as emails and notes) from the deals it imports. Review both, then continue.

2. Filter

Now narrow down which deals to scan:

Date window — pick the range of close dates to look back over.
Outcomes — choose won, lost, or both.
Deal types — pick the CRM deal types to include from the multi-select. These are your CRM’s own deal-type options, so you select them rather than typing them.

When you confirm the filter, Playwise HQ starts the scan.

3. Scanning

Playwise HQ searches your CRM for deals that match your filter and shows progress. There’s nothing to do here but wait. Note that the number of deals a single scan can pull in is capped by your plan — if you have more history than the cap, run more than one import with tighter date ranges.

4. Match

Playwise HQ needs to know which CRM field identifies the competitor on a deal. Tell it the field name your team uses (the step suggests common names to help). This is what lets Playwise HQ line each deal up with the right battlecard. Confirm it to start enrichment.

5. Enriching

This is the step that does the heavy lifting, and it runs in the background:

Competitor matching — each deal’s competitor value is matched to one of your battlecards (by name and any aliases).
Evidence gathering — Playwise HQ pulls together the activity evidence from each deal.
AI-drafted reasons — for each deal, AI drafts why it was likely won or lost, based on that evidence.

Progress is shown as it works. When it finishes, the wizard moves you to Review.

6. Review

This is the most important screen, and the one to slow down on. You get a table of candidate deals grouped by match confidence — how sure Playwise HQ is about which competitor each deal belongs to.

Here you can:

Select the deals to import — tick the ones you want; leave out anything that doesn’t belong.
Reassign a competitor — where a deal matched the wrong competitor, or didn’t match one at all, assign the correct battlecard. You can save your choice as an alias so the same CRM value matches automatically next time.
Review each AI-drafted reason — open a draft to accept, edit, or reject it. The AI draft is a starting point, not the final word — edit anything that doesn’t reflect what really happened.

Deals whose competitor couldn’t be identified are called out so you can assign or skip them.

7. Commit

When you’re happy with your selection, start the import. Playwise HQ creates each selected deal as an account, then an opportunity on that account, then a win/loss record — the same records you’d get by adding deals by hand, just in bulk.

8. Done

You’ll see a summary of what was imported, with a link through to your battlecards. Open a competitor’s Win Loss Analysis tab to see the imported deals in Recent deals and their reasons rolled into the won/lost summary.

Good to know

You can’t commit while any selected deal has no competitor assigned. The import button stays disabled and tells you how many rows need attention — assign a battlecard to those deals, or unselect (skip) them, to continue.
Large scans are capped by your plan. If you hit the cap, run several imports with narrower date windows rather than one big scan.
You can resume or discard an in-progress import. Come back and you’ll pick up where you left off; if an import stalls, use Resume to retry, or Discard import to throw it away and start fresh.
The AI reasons are drafts. Nothing an AI wrote is saved until you accept it, and you can edit or reject any of it during Review.

Understanding win/loss analysis

How CRM sync works

Manage or disconnect a CRM