Data Templates to Simplify Lead Data Import Process

by Paddu on April 5, 2010

LeadPro 24|7 includes a comprehensive Lead Import Data Template feature in order to simplify and expedite the sale lead data import processes. Significant amount of manual efforts can be saved and errors reduced by utilizing the data template feature.

Many small and medium businesses used LeadPro 24|7 to aggregate leads from multiple sources and manage using a single, centralized  database. In such cases, it is common to import lead data from off-line sources such as trade shows, print magazines, third parties, etc. These leads can be imported into the system on a regular basis and managed with other online leads captured by the system.

How It Works

Leads are generally received in Excel or CSV formatted files. If the files are received in the same format every time, then data templates can be leveraged.

Setting up a data template is the first step. Upload a sample data file and define / map the LeadPro 24|7 application columns and the data file columns. Extreme caution has to be exercised while defining the column mapping. There are several advanced features in this process. For example, fixed values can be defined for one or more application columns. Certain data columns can be specified as IDs or values. Once the definition is complete, the template can be saved for future, repetitive use.

Whenever data files are received for input, a data template can be selected and the predefined column mappings can be retrieved. The  data file for the template selected and the input data file should match exactly. If not, the data import may be messed up.

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