LeadConduit allows you to upload leads in batch files in .csv format. Upon import, these leads funnel through the specified lead flow, just as POSTed leads do. If you cannot POST leads in real time, you can use the import feature.
How to import a batch of leads
Generate a CSV (Comma Separate Value) formatted file of your lead data. Typically this is a spreadsheet saved with a .csv extension.
If you have a system generating the CSV, be sure the generated file conforms to CSV best standards. For example, if the lead data contains commas or carriage returns, that data must be enclosed in quotes.
From your Source-specific Posting Instructions page, click the link to import your leads via batch.
Select Import Leads, then Choose File and select your .csv file, then click Next
On the Batch File Setup screen:
The import screen will default to use the first row of your file as the column headers and LeadConduit flow fields will be displayed in the second row of the import screen.
The import screen will attempt to match existing flow fields with column headers.
If your CSV doesn't have column headers, be sure to uncheck CSV Column Header
In some cases, you will need to manually map a field. Use the dropdowns to match column headers to flow fields.
Click Next to enter the FINAL STEP screen and watch the progress bar as your lead data is validated.
- This validation is checking the data in the file against the acceptance criteria of the flow
- Should any of your lead data not meet acceptance criteria, you will receive a complete report of which rows have missing or unacceptable data
- At this time you can choose to complete the import or you can adjust your data and begin the process again
When the status bar shows that the leads are done validating, click the Import Leads button in the bottom right corner to complete the import.
NOTE Do not close this page/tab while the import is in progress
Review the Summary of Batch Import. This screen will show you which specific leads resulted in a failure in the flow and will include a failure reason.
These failures reasons are also available in a real time report available to all lead sources upon request.
Commonly Asked Questions
Q: Is there an API I can upload a CSV to or do I have to use the import option on the Posting Instructions?
A: No, there's not an option to upload a CSV to an API endpoint. You must use the import on the Posting Instructions
Q: Can I import an Excel Spreadsheet instead?
A: No. The file format must be CSV. Excel files are easily converted to CSV format before uploading.