LogixCRM
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  • đź‘‹Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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  1. Operations

Importing leads

PreviousSetting up API tokensNextCreating leads manually

Last updated 2 years ago

Trustful operators would be necessary for you to manage leads / accounts / opportunities before you allow your sales representatives and marketing specialists to access clients’ data. This helps you prevent data breach and protect your clients.

Importing leads from files is efficient to pour all client data into your LogixCRM.

1. Go to Setup > Settings > Import. The Select Object is leads by default.

2. Click Download Template in the top right corner.

3. There are a few basic data fields included in the Selected Fields. Click a data field to select it and click the left or right arrow to resume the unwanted data fields to the Available Fields or move the available data fields to the Selected Fields.

4. The exported template file is named Import_Template.csv. Open the file, fill out the form with your leads’ data, and save.

5. Then click Select to select the CSV file and click Import to import it to the LogixCRM.

Field requirements for importing leads

Email (Field API: email)

  • This field is set as an “email” data type and considered mandatory.

  • The input value must contain a username, an @ symbol, and a domain name (e.g. [email protected]).

  • Valid characters include numbers (0-9), uppercase letters (A-Z), lowercase letters (a-z), plus (+), hyphen (-), underscore (_), and tilde (~).

  • No spaces should be included, such as at the front, between, and at the end of the value.

First Name (Field API: first_name)

  • This field is set as a "text" data type and considered mandatory.

Last Name (Field API: last_name)

  • This field is set as a "text" data type and considered mandatory.

Lead Status (Field API: lead_status)

  • The field is set as a “picklist” data type and considered mandatory.

  • The input value must accurately follow one of the values in the drop-down list as below. ⦾ Contacted ⦾ Duplicate ⦾ Qualify ⦾ Unqualified Lead ⦾ Active ⦾ Prospecting

  • No spaces should be included, such as at the front and at the end of the value.

The lead status listed may be subject to changes without notice.

Lead Type (Field API: lead_type)

  • This field is set as a “picklist” data type and considered mandatory.

  • The input value must accurately follow one of the values in the drop-down list as below. ⦾ Manual Leads ⦾ Cold Leads ⦾ Hot Leads ⦾ Online Leads ⦾ Offline Leads ⦾ Warm Leads ⦾ Money Theory ⦾ HV Markets ⦾ Finlogix ⦾ ACY Partner Leads ⦾ Expo Leads

  • No spaces should be included, such as at the front and at the end of the value.

The lead types listed may be subject to changes without notice.

Phone (Field API: phone)

  • This field is set as a “text” data type and considered mandatory.

Country (Field API: country)

  • This field is set as a “picklist” data type and considered NOT mandatory.

  • The input value must accurately follow one of the country names in the drop-down list.

  • No spaces should be included, such as at the front, between, and at the end of the value.

Nationality (Field API: c__nationality)

  • This field is set as a “picklist” data type and considered NOT mandatory.

  • The input value must accurately follow one of the nations in the drop-down list.

  • No spaces should be included, such as at the front, between, and at the end of the value.

Owner (Field API: ownership_id)

  • This field is set as a “lookup” data type and considered NOT mandatory.

  • The input value is a user ID number and can be currently obtained from viewing the URL (/users?id=5) when you edit the user’s data in Setup > Company Info > Users.

  • No spaces should be included, such as at the front, between, and at the end of the value.

Enquiry Type (Field API: c__enquiry_type)

  • The field is set as a “picklist” data type and considered NOT mandatory.

  • The input value must accurately follow one of the values you create for the drop-down list.

  • No spaces should be included, such as at the front and at the end of the value.

Industry (Field API: c__industry)

  • This field is set as a “picklist” data type and considered NOT mandatory.

  • The input value must accurately follow one of the values you create for the drop-down list.

  • No spaces should be included, such as at the front and at the end of the value.

Occupation (Field API: c__occupation)

  • This field is set as a “picklist” data type and considered NOT mandatory.

  • The input value must accurately follow one of the values you create for the drop-down list.

  • No spaces should be included, such as at the front and at the end of the value.

Employment Status (Field API: c__employment_status)

  • This field is set as a “picklist” data type and considered NOT mandatory.

  • The input value must accurately follow one of the values you create for the drop-down list.

  • No spaces should be included, such as at the front and at the end of the value.

Then click Download to export these field labels as a template for leads’ data.

Note: If you include the data field “owner”, it will be displayed as the column “ownership_id” in the template. The ownership ID is the ID of the account manager (owner) / user. (Click to enlarge it.)

Go to Setup > Company Info > Users, search a desired user and click the pen icon , the user’s ID is shown in the hyperlink. Take the user Yana Tyler as an example. Her user ID is 274. (Click to enlarge it.)

If you select and include any of the following fields in the exported template file named Import_Template.csv, ensure that you comply with the requirements below to configure the fields accordingly beforehand and fill in the data in the template file as requested. Refer to for configuration.

Managing field labels