Importing Leads

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The Leads module provides an Import feature that enables you to import lead details from an external source, saved in a Comma Separated Values (.CSV) file in ConcourseSuite. This module also provides record validation by enforcing certain business rules during the import process.

To import a lead:

1.Click Import on the menu bar.
2.The View Imports page is displayed, as shown in Figure 1.

 

view_imports_page

Figure 1 The View Imports Page

3.Click New Import.

The New Import page is displayed, as shown in Figure 2. Enter the required information for import, such as Name, Description, Comments, Source, Rating, and Site.

 

lead_newimport

Figure 2 The Lead Import Page

4.Click Browse and select the file to be imported.

Note: The file must be a valid .CSV file, and its first line must contain column names to enable data mapping to the ConcourseSuite database.

5.Click Save to upload the import file to the database.

If no error occurs during the upload, the Upload Complete page is displayed, as shown in Figure 3.

 

lead_uploadcomplete

Figure 3 Lead Import - File Upload Complete

6.To view a lead imports details, select any one:
Process Now - to initiate processing of records available in the imported .CSV file.
Process Later - to save an import session for processing later.

Selecting the Process Now option takes you to the Process Import page.

7.Field Mappings enable you to define a correspondence between fields from your import file and ConcourseSuite's lead attributes, as shown in Figure 4.

 

leads_importprocess

Figure 4 The Lead Import Processing Page

8.Click Process to begin the processing of records in the .CSV file.

You are redirected to the View Imports page, where a list of all the imported files is displayed. A detailed list containing the following details is displayed, as shown in Figure 5:

 

leads_viewimport

Figure 5 Viewing the List of Imported Files

Name
Status
Results
Last date of entry
Modification details

The Status field describes one of the following states of the import sessions:

Import Pending - indicates that the import file is uploaded, but not yet processed.
Running - indicates that the import file is being processed.
Pending Approval - indicates that the import file has been successfully processed, but the results have to be approved before the leads are actually made available to all.
Approved - indicates that the import results have been reviewed by a system user and approved.

The Results field displays the number of total records, successful and unsuccessful records, corresponding to the imported file.

9.Click the name of the imported file.

The Import Details page is displayed, as shown in Figure 6.

 

Leads_import_details

Figure 6 Lead Import Details

10. Click Approve to approve the imported file. Approving the import makes the leads available to all the users with access to the Leads module.

The Import Details page with the option to view the results is displayed in Figure 7.

 

leads_importdetails

Figure 7 Viewing the Status of the Imported File

11.Click View Results.

The View Results page, displaying the records of the imported file is shown in Figure 8.

 

Leads_import_results

Figure 8 Lead Import Results