Importing leads
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.
Then click Download to export these field labels as a template for leads’ data.
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.
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.)
Field requirements for importing leads
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 Managing field labels for configuration.
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.
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.
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.
Last updated