In addition to importing leads, the Lead Importer also allows you to import CSV data to lead record sets.
Before beginning the record set import process, ensure that the record set data is saved in a CSV file and that the field names (e.g. First Name, Last Name, 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 adding four record sets to the lead with the ID number of 434905 (each CSV row corresponds to one lead record set):
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 record set 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:
Once the file is selected, click Save & Continue to move on to the field mapping page:
On the field mapping page that opens, select the CSV field to use as the Lead ID, and the record set tab that you wish to update (using the two dropdowns in the top row).
Then map the CSV fields on the left by dragging them to the corresponding record set fields on the right (grab the four-arrow icon to the left of the CSV field name):
When you map the record set fields, they turn green on the mapping page. To un-map a field, click 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. 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. The import jobs can managed using the icons in the Actions column which allow you to (in order) delete the job, edit the field mappings, or to initiate the import.
Click on the green upload icon to initiate 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.
Updating Existing Lead Record sets
In addition to adding new record sets to leads, you can also use the record set importer to update existing record sets with new information.
This is accomplished by selecting a lead field that will be checked for duplicates in the 'Check for Duplicates By' dropdown.
In the below example, we chose to check for duplicate/existing record sets by evaluating the lead Email field. We also opted to overwrite existing record set fields with new information coming from the CSV file, by selecting the Overwrite checkboxes:
With the above configuration, the record set importer will check to see if a record set already existing on a lead with the email address saved in the CSV file.
If it does, the record set with that email address will be updated with new information in the CSV file.
And if it doesn't, then the new CSV record set will be added to the lead as a new record set.