12) Lead Import
In order to import leads you must follow the following steps:
Use this Column Definitions guide to understand which columns are which.
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NOTE: Items in BOLD are required. If you do not have data for specific optional fields, please delete the column completely. |
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FIELD NAMES |
DEFINITIONS |
| source_id | The numeric ID representing the source from the partner company |
| campaign_id | The numeric ID of the campaign within the Partner Company |
| lead_type_id | Used as a manual override to the receiver's default settings. Possible values are... 2 = Pending 3 = Queue |
| lead_purchase_price | Price the reciever will pay for the lead. Should be a numeric value without dollar sign in form xx.yy |
| fname | First name of the lead |
| lname | Last name of the lead |
| address1 | First line of the lead's address |
| address2 | Second line of the lead's address |
| city | City of the lead |
| state | State of the lead. Must be the 2 letter state code |
| zip | Zip code of the lead. Only numbers no hyphens etc. |
| phone1 | Primary phone number of the lead. Numbers only. |
| phone2 | Cell Phone number of the lead. Numbers only. |
| phone3 | Work Phone number of the lead. Numbers only. |
| phone4 | Other Phone number of the lead. Numbers only. |
| Email Address of the lead | |
| lead_comments | Any comments originating from the lead. |
| contact_time | Any textual representation of the best time to contact the lead. Limit 50 characters. |
| lead_source_info | Information regarding the source of the lead. |
| lead_company_unique_id | Unique ID of the lead in the senders system |
| lead_home_ownership | Ownership state of the home to the lead. Possible choices are "Own" "Rent" "Lease" "Other" |
| lead_callcenter_rep | The ID of the Rep who generated the lead |
| lead_callcenter_notes | Any notes specific to this lead from the sender |
| lead_promo_code | The promotion code from the senders perspective used to generate this lead |
| lead_custom1 | Custom Text Field |
| lead_custom2 | Custom Text Field |
| lead_custom3 | Custom Text Field |
| lead_custom4 | Custom Text Field |
| spouse | Name of the lead's spouse. |
| lead_rep_id | The ID of the rep who the lead will be automatically assigned to. |
| lead_callback_date | The callback date and time for the lead. Format YYYY-MM-DD |
| business_name | The Business Name on the lead record |
| account_type | The Type of account, "Residential" or "Commercial" only options |
| business_contact | The Business Contact on the lead record |
| cross_street | The Cross Stree on the lead record. |
| ssn | The Social Security Number on the lead record |
| birthdate | The Birthdate on the lead record. |