Import Data Sources allow you to import leads via a CSV file (un-formatted spread sheet). You may do this to transfer leads from an old CRM or import leads purchased form a lead vendor.
Location: Contacts Tab > Data Source (navigation bar)
1. Name / Field Assignment
Start by filling in the information under the Name / Field Assignment Section.
- *Source Name - Enter a name for the data source that will appear throughout the system. We suggest naming the data source after the marketing company or use the web URL for the website the leads will be importing from.
- *Type - Select "Import" after you should see a new section appear to accept the import file. We will review this in the next step. Web Form Data Sources are discussed here.
- *File Type - Select the File Type you wish the contact to be created as. You will want to make a selection for this even if you operate with a single File Type.
- **Stage and Status - Select the Work Flow Stage and Status you want the contact to be placed into on creation.
- Campaign - Select the Campaign you want the leads to be assigned to.
- **De-Dupe Field - The De-duplication feature is used to identify OR prevent duplicate leads from being created.
- Field - Select the field you wish to check for duplicates by. We recommend "Email" address as "Phone" could be a shared number and possibly still separate leads from the same household. You would use "My ID" in cases where you are purchasing leads form a lead vendor and you want to be sure they are not importing duplicate leads to your account.
- De-Dupe Action - What do you want to happen to the duplicate?
- Reject means the lead will be rejected and no contact will be created. There will be no record of this contact attempting to be imported.
- Flag as Dupe allows the system to still create the contact but will flag it as a possible duplicate. You will find a link on the Client Dashboard to view and compare the possible duplicate and decide if you wish to merge or leave them separate.
- De-Dupe Status - In the case you are flagging duplicates you can also have th new possible duplicate contacts placed in a separate workflow status so they can be sorted thru later.
DO NOT SAVE YET! continue through the next steps to setup and upload the CSV file for field mapping before clicking to save the data source.
2. The CSV File
It is VERY important the CSV file is setup correctly. To start with is should be the file type "CSV (Comma Delimited)" any spreadsheet software should be able to save (or save as) the file in this format. If not in this format the data source will not work. Lets start by looking at an example CSV File.
In the example below we can see a few things needed for the data source to properly import the file. Particularly you want to pay attention to the Header Row. The first row of the spread sheet should always be a Header Row. If you plan to use the data source to import several files of leads you want to make sure the Header Row is the same every time. The system will be looking for this row in order to properly map the fields later on. Also we discourage you from using any special character ($,&,/,?, etc...) as some special fields can signify specific function or commands and cause the file to not import properly. We would go as far as recommending using only lowercase letters with no spaces, this reduces the possibilities of problems during import. You will also want to avoid using any duplicate headers. If the file contains 2 "phone" headers you will want to change the duplicate to "phone2" or maybe change them to "homephone" and "cellphone".
If after viewing the CSV file in excel or other similar software you are still having issues importing the CSV File. We suggest opening it in a Notepad editor. This may reveal some issue not easily visible in Excel. For example in the item pictured below the you may notice there is a 'space' in front of the "phone" column header. This is something that will cause the import to fail and you may have not noticed it when viewing the file in Excel.
3. Adding the CSV file and Mapping Fields
The next step is to upload the CSV file and map the data fields. Start by locating the section labeled "Import New Contacts from CSV", click the browse button and select the CSV file from your local drive. Leave the remaining items as is, if the CSV file has been setup correctly you should not need to change the other options here. Now go to the navigation bar and click "Save Data Source".
* If you saved before this point you will need to start over. The system is setup to read the file headers and setup the next steps when initially saving the data source. If you've saved before this point it will not read the file to setup field mapping.
After saving the data source the "Import New Contacts from CSV" section will be replaced by the "Import Another File" and "Import Fields" sections.
DON'T CLICK "Start Merge" yet! You still need to map the fields to the column headers you should now see displayed on the left hand side of the Import Fields section. Now you will want to select the fields from within the CRM you wish to map the column headers from the csv file to. In the example below we are mapping "fname" to "First Name", "lname" to "Last Name", "phone" to "Home Phone" and "email" to "Email".
The drop down menu starts with Standard (system) fields, if you continue to scroll you will find your CRM's Custom Fields and other additional options. The ability to add the data as a note on the contact is the an option if you do not wish to save the information to a field.
Now that you have mapped the fields you can click start merge to import the contacts. However you may wish to activate some of the additional options discussed in the next section of the article before doing so. Now that the field mapping is setup you can reuse this data source as long at the CSV file you are trying to upload is setup the same. Trying to upload a file containing a CSV file in a different format will not work. If you are working with a lead vendor it is of both your best interest to agree on a format for the file to be submitted in so that you do not have to repeat this process every time you wish to upload a file of leads from them.
After clicking "Starts Merge" the contacts will be created, a push notification will appear in the bottom right confirming the process has started. Depending on the number of contacts and fields included the CSV file you are attempting to upload the process will take varying amounts of time. You should see the contact filter into the All Contacts list or a list setup to display leads coming in from the Data Source. Once finished you will see a push notification appear in the bottom right confirming the process has been completed.
**IMPORTANT: It is not possible to map Co-applicant fields. This is because the system cannot create the Primary contact and Co-applicant contact at the same time. If you have Co-applicant data that you would like to import, you may instead use Custom Fields.
4. Additional Options
If you followed the above steps your data source should now be functionally importing and creating contacts. The following options are not required for the data source to function but can be used to apply additional automation when creating contacts.
A. Assignment Options
The assignment options allow you to assign leads on creation to users and companies. This will allow leads to be worked as soon as they are received into the CRM.
- Assigning On - Check the box to activate the further assignment options you will set in this section.
- Public - Checking this box will make all the leads created thru this data source "Public". Public leads are viewable within the entire company and do not follow the other sharing options that may limit what contact users are able to see. The contact can be made "Private" again later from the edit contact page (Client Dashboard).
- Company - Select the company you wish to assign the lead to. This will affect what user are displayed in the next option; Assigned To.
- Assigned To - Select the user you want leads to be assigned to. You can select multiple users by holding down 'CTRL' while clicking on the users. If multiple user are selected the leads will be distributed evenly.
- Additional Company Assignment - You can add secondary company assignments by company type. To set a company's type. go to the Admin Tab > Companies > Select the company to edit and change the option set for "Company Type".
- Role Assignment - Assigned users secondarily by role. In order for the user role to be available you will need to make it assignable. See our article on Role Assignments here for more information.
- Notification - Select an email template to be sent to the assigned to rep on creation. The email template must have the Category set as "Notification" to appear in this menu.
B. Send Notifications
The send notification section can be used to send email messages notifying parties when a contact is created. First select the template. Then select users you wish to receive notifications. You can also add other email addresses in the "More People" box if you wish to notify someone who may not be a user within the CRM. You could use this to send a confirmation email to lead vendors to confirm you have received a lead they've provided.
C. Create An Auto-Responder
The Auto-Responder can be used to send a message to the newly created contact upon creation. Ordinarily, you would really only set up an auto-responder on a Web Form Data Source to let a client know that their form submission and data has been received, but this feature is also available for Import Data Sources.
First Check the "On" box to activate the feature, then choose a E-Category, this is the email template type that has been applied to a template form the E-Marketing Tab. Then select the template and sender you wish the message to come from.
Webhooks can be setup to immediately post lead information out of the system upon creation. You may do this as part of the Data Source in order to post leads into a phone dialer campaign so that new leads can be contact as soon as possible. For more information on setting up WebHooks please visit our article here.