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How do I import leads?

 

You can easily import leads under the "Leads" tab on the navigation bar across the top of LeadConduit. Just select the "import leads" link. (See screenshot below)

Importing leads is conceptually the same as submitting the leads from a web form -- each imported lead is handled the same way as a lead submitted via the posting instructions.

The import file must be formatted as CSV (comma separated value) and the first row in the file must contain the field names appropriate for the campaign into which you are importing. If the CSV contains the necessary information regarding the accountId, campaignId, and optionally siteId, each lead will be imported for the appropriate lead source, otherwise you will need to select the source for the import.

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Note that this is a two-step process. First, your import file is verified to ensure that it's formatted correctly. Once that's cleared, you still need to click the "Import File" button on that page. You'll see a progress bar in the corner of each screen that shows how the import process is going.

Import speed

Because importing a file of lead data is essentially the same as posting each lead, one after another, to LeadConduit, the time it takes to process your import depends primarily on your campaign's delivery configuration. For synchronous delivery, the processing time depends on how long each lead delivery takes. If delivery is asynchronous, processing will be fast, as the leads are simply queued within LeadConduit for delivery a short time later. See synchronous vs. asynchronous delivery for more information.

Import size

We suggest you only import files under 4 Megabytes in size, or, if your current file is already smaller than that, we suggest you first try a 9,000-record limit.

Volume Caps

If you have volume caps set-up for the campaign you are importing leads for, make certain to adjust the caps to allow for the import and to set it back to the original number, as necessary, when finished.

Important Info: Using Excel with .csv, .txt and other text-based files

NEVER use the menu command "OPEN" in Excel on any text-based file.

When you use "Open" on a file that's not in XLS or XLSX format in Excel, Excel tries to guess what type of data is in each column. Anything that looks like a number it treats like a number. It often guesses wrong, which can do bad things like stripping leading zeros from ZIP codes, and worse. When you save that same using Excel, it writes out the data using whatever format it had guessed at previously. Obviously, this can corrupt your data. But the problem is easily avoided.

CSV-type files need to be opened using the "Data" -> "From Text" ribbon menu function ("Data" -> "Get External Data" -> "From Text" in Excel 2016). In that process you will be given the option to tell Excel how to treat each column. You are safest to select "Text" format for every column in a csv file. This prevents Excel from reformatting anything - numbers, dates, time stamps, etc. and forces all data to be kept exactly as in the original file.

It's also safest if you always use "Save As.." for these files rather than simply "Save". This lets you specifically select csv format for your save and prevents reformatting of data on the save.

Repeat: NEVER use the menu command "OPEN" in Excel on any text-based file.

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