lead_manager:bulk_lead_import_tool
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision | Next revision Both sides next revision | ||
|
lead_manager:bulk_lead_import_tool [2017/12/20 23:53] brittany [How do I prepare my CSV file?] |
lead_manager:bulk_lead_import_tool [2018/05/16 02:00] diane |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| + | ======Import Leads====== | ||
| + | The Bulk Import Tool is great for uploading many leads into the lead manager at the same time. | ||
| + | |||
| + | **You can import leads even if the site is not yet live.** | ||
| + | |||
| + | =====How do I import leads?===== | ||
| + | |||
| + | - Go to your **Leads** tab and click on the **"New"** button located at the top-right corner. | ||
| + | - Click on the **"Bulk Import"** button. | ||
| + | - Upload your CSV or Excel file via the **"Choose File"** button. If you don't have one, you can click on the **"Download Template"** button to receive a blank CSV template file and input your lead data into the file. {{ :lead_manager:import_csv_1.png?nolink |}} | ||
| + | - After choosing your file, click on the **"Upload"** button. {{ :lead_manager:import_csv_2.png?nolink |}} | ||
| + | - Set the default values for important field columns if they are not give for the lead. Also decide if these leads should be marked as new in the system. Then click the **"Next"** button. {{ :lead_manager:import_csv_3.png?nolink |}} | ||
| + | - Verify that the settings are correct and then click on the **"Start Import"** button. {{ :lead_manager:import_csv_4.png?nolink |}} | ||
| + | - If your file is an export file from certain companies (e.g. CINC), our system will attempt to automatically proceed with importing the file. Otherwise, you will be brought to a "Header Matching" page. From here, you will match the columns from your import file with the fields within our system. During this step, please be sure to **Save** or **Skip** your change for the column. {{ :lead_manager:import_csv_5.jpg?900 |}} {{:lead_manager:import_cvs_5_1.jpg?900|}} | ||
| + | - Once you are done, click on the **"Review Changes"** button. | ||
| + | - At this point, you can view a summary of the matching done. For any columns that weren't matched, you can have them added to the "Important Notes" field or the "MISC Notes" field. {{:lead_manager:import_csv_6.jpg?nolink|}} | ||
| + | - You will then be brought to the status page for the import, where you can see the results of the import once it is done. So you can see the number of full and partial leads imported. If any leads failed to be imported, you can view the reason why they failed to be imported from this page as well or from a results CSV file downloaded via the **"Results"** button. {{:lead_manager:import_csv_07.jpg?nolink|}} | ||
| + | |||
| + | =====Exported CSVs from the following companies will work automatically===== | ||
| + | |||
| + | * CINC | ||
| + | * Market Leader | ||
| + | * Top Producer | ||
| + | * BoomTown | ||
| + | * Follow Up Boss | ||
| + | * Tiger | ||
| + | * Zurple | ||
| + | |||
| + | =====How do I prepare my CSV file?===== | ||
| + | |||
| + | 1. Download the Template CSV file from the Bulk Import Page. If you do not have either Numbers or Excel on your computer, the download will not work properly. | ||
| + | |||
| + | 2. Each lead imported requires AT LEAST ONE of the following to be present: | ||
| + | |||
| + | * First Name | ||
| + | * Last Name | ||
| + | |||
| + | * Phone - These formats are acceptable: | ||
| + | * (111) 111-1111 | ||
| + | * 111-111-1111 | ||
| + | * 111 111 1111 | ||
| + | * 111.111.1111 | ||
| + | * 1111111111 | ||
| + | * Type (Roles) - accepts values from the system as well as the custom values you create: | ||
| + | * Buyer | ||
| + | * Seller | ||
| + | * Buyer and seller | ||
| + | * Renter | ||
| + | * <any custom type you create> | ||
| + | |||
| + | 3. Optional columns: | ||
| + | |||
| + | =====Not Required Columns===== | ||
| + | |||
| + | * Type | ||
| + | * Assigned Lender | ||
| + | * Alternate Phone | ||
| + | * City | ||
| + | * State | ||
| + | * Zip | ||
| + | * Fax | ||
| + | * Office Phone | ||
| + | * Important Notes | ||
| + | * Second Contact Name | ||
| + | * Second Contact Email | ||
| + | * Second Contact Phone | ||
| + | * Status | ||
| + | * Timeframe | ||
| + | * Wrong Number | ||
| + | * Area | ||
| + | * Urgency | ||
| + | * Bad Email | ||
| + | * Home Email | ||
| + | * Home Type | ||
| + | * Source Details | ||
| + | * Minimum Bedrooms | ||
| + | * Minimum Bathrooms | ||
| + | * Minimum Price | ||
| + | * Maximum Price | ||
| + | * Square Footage | ||
| + | * Start Date | ||
| + | * Last Active At | ||
| + | * Last Communication At | ||
| + | * Last Favorited Property At | ||
| + | * Last Shared Property Via Email At | ||
| + | * Last Property Valuation At | ||
| + | * Number Of Searches | ||
| + | * Opted Out Contact | ||
| + | * Opted Out Notifications | ||
| + | * Opted Out Texting | ||
| + | * Average Property Price | ||
| + | * Tags | ||
| + | |||
| + | 4. Insert more information into the additional columns provided. Do not create your own columns as the Lead Manager will no longer recognize the file's format. | ||
| + | |||
| + | Keep in mind that the values in the example CSV template are placeholders and the CSV upload will not work if you do not have an agent named "Some Agent" and a lender named "Some Lender". | ||
| + | |||
| + | 5. Export to CSV. Double check your advanced options to ensure that Unicode (UTF-8) is selected for the Text Encoding field. This is what it looks like on Numbers for Mac: | ||
| + | |||
| + | {{:lead_manager:bulk_import_01.png?600|}} | ||
| + | |||
| + | =====What if my upload wasn't accepted?===== | ||
| + | |||
| + | A reason the upload doesn't complete include: | ||
| + | |||
| + | * The CSV file is not using UTF-8 character encoding. | ||
| + | =====Why are some of my leads not created?===== | ||
| + | |||
| + | * The email is invalid or not unique | ||
| + | * The Assigned Agent doesn't exist | ||
| + | * The Assigned Lender doesn't exist | ||
| + | |||
| + | |||
| + | Still need help? Please Contact [[https://www.realgeeks.com/support/|Support]]! We'll be happy to assist. | ||
lead_manager/bulk_lead_import_tool.txt ยท Last modified: 2020/05/28 20:25 by michaels
Page Tools
