The Lead Importer allows you to update lead custom properties by importing a CSV file in a few easy steps.
Before beginning the import process, ensure that the custom property data is saved in a CSV file and that the field names (e.g. Processor, Pricing Type, etc.) are saved in first row of the file, as shown in this example:
The CSV file must also include a column for the lead ID numbers. In the below example, the lead ID numbers are saved in column A, and we are using the CSV file to update the Processor, Pricing Type, and Referral Partner custom properties on four leads:
Note: You can export the lead ID numbers to a CSV file from the My Leads page. The exported IDs can then be used as a starting point for the custom property import. To export the ID numbers switch to the List view in the top-right corner and use the gear icon to add the Lead ID column to the table report (if it's not already enabled). Finally click the Export button to export the data to a CSV file:
Once your CSV file is ready, open the Lead Importer page by navigating to My Leads > Lead Importer, and select the CSV file you wish to upload in the Import Lead Custom Properties section:
Once the file is selected, click Save & Continue to move on to the field mapping page:
On the field mapping page that opens, map the CSV fields on the left by dragging them to the corresponding property on the Custom Property tab on the right (grab the four-arrow icon to the left of the CSV field name).
On the Custom Property tab, you can also configure User Auto-Assign rules, enable the Auto Update Lead Fields option (based on the Custom Property Reference Info settings), and choose to use Custom Property Value IDs—rather than value names—for mapping purposes:
Note: If you enable the option to use Custom Property Values IDs for Mapping instead of value names, then your CSV file will need to store the value ID numbers in the appropriate column.
You can find the value ID numbers on the custom property values page, in the ID column:
Here is an example of a CSV file that includes the custom property value ID numbers instead of value names:
As you continue mapping your fields, they will be highlighted in green color. To un-map a field, click on the red X icon next to the CSV field on the left:
Once you've mapped your fields, click the Save button in the top-right corner of the page.
A popup window now appears where you can review your mappings and settings. If everything looks good, click on one of the two buttons at the bottom of the popup window to move on to the import stage:
Note: If you click the Save Mapping & Continue button, then you will be able to save your mapping for future imports:
The saved mapping can later be accessed from the Manage Mappings button on the mappings page:
In the final import stage, your CSV file is initially saved in the Pending Imports accordion:
Expand the accordion to see all of your pending imports. Initially, each new job goes through a validation process to ensure that the custom properties being imported do not create any conflicts.
The validation may take a few minutes to complete (depending on the size of the CSV file):
Once the validation process is completed, a green upload icon appears in the Actions column. Click on the icon to start the import:
A confirmation message is now shown as seen in the below example:
The job is now moved to the Import in Progress accordion where you can track the job's status:
Once the import is completed, your job is moved to the Finished Imports accordion:
The icons in the Action column allow you to view the field mappings or to revert the import if necessary.