IRIS CRM provides you with the ability to mass import your Leads in a few easy steps. Before beginning the import procedure, ensure that you've saved the new lead information in a CSV file and that the field names (e.g. Contact, DBA etc.) are saved in first row of the file.
IRIS CRM automatically recognizes the field names and allows you to map them to your Lead fields.
To start your Lead import, click on Leads > Lead Importer:
The Lead Importer page will open to the Upload a File tab where you can upload your CSV file by dragging and dropping it into the field provided.
Once your CSV file has been uploaded a message will be shown indicating that the upload has been completed. Click on the Save & Continue button to move on to the next step of the import process:
In Step 2, select the default Status, Group, Campaign and the Lead Source labels for the new leads being imported. The links provided on the right side of the drop-down menus allow you to quickly add a new label if needed and apply it to the new leads.
When finished, click on the Save & Continue button to move on to the next step:
In Step 3, map the identified CSV columns/fields to the appropriate Lead form fields.
If needed, you can also check for duplicate Leads, duplicate Merchants, and/or validate the provided email addresses by selecting the check-boxes to the right of the mapping columns:
For example, if you enable a duplicate-check for the DBA field, and the uploaded CSV file contains the same DBA value as an existing Lead, then the Lead importer will not create a new Lead record for that specific CSV row.
Additionally, if you checked the optional "If Duplicate Found: fill in Field if empty" checkbox, then the Lead Importer will automatically fill-in any empty fields found on the duplicate Lead with the corresponding CSV field values.
Note: Checking for duplicates against more than one field will slow down the import process.
If a CSV field you wish to map does not have a corresponding field on the Lead form, you can add such a field to the Lead form quickly by clicking on the Add New Lead Field button and then entering/selecting the new field's settings:
Once you finish setting up your field mapping click the Save & Continue button to move on to the next step:
The last steps of the import process are performed on the Import Activity tab. On this tab, you can preview the information on your imports in progress, pending imports and finished imports.
A new import that you have created will appear in the Pending Imports report, which provides the following actions:
- Edit Defaults — Go back to Step 2 and modify the default labels if needed
- Edit Mapping — Go back to Step 3 and modify the field mapping settings if needed
- Start Import — Add the new import to the upload queue
When you are ready to begin your import click on the Start Import button in order to add it to the import queue. A confirmation message will appear indicating the new data has been successfully scheduled for import:
You will also find your new import in the Import In Progress report:
Once your import is processed, details about the import will be shown in the My Finished Imports report:
Your new leads have now been successfully added to IRIS CRM and you can continue working them as per your standard procedures.