Lead Importer

Modified on Mon, 15 Jul 2019 12:17 by Freddy Donovan — Categorized as: Address Book, Import- Export Manager, Sales Force


General Description

Default Menu Location Transaction >> Importers/Exporters >> Address Book >> Lead Importer

Screen Name CONIMPORT2



General Notes

Customer Numbers - If the leads should be imported with specific numbers, make sure the import file has the Custno column filled out. Customer numbers can be automatically be generated for leads during the import process if the Custno column is empty. If the customer wants to maintain some numbers, and allow Adjutant to generate the rest, confirm exactly which records should keep their numbers and which ones should have new numbers generated, and update the import file accordingly. The 'Org ID Root' field can be used during the import process to assign up to 3 characters as a leading Custno value.

Organization Attributes - The lead import process can attach additional customer attributes to imported records. If additional attributes need to be assigned during import, the attribute must be flagged to display on the Import screen in the ATT_ENT rule.

Rule Maintenance Records - Below are the Rule Maintenance details that should be set in order to track the most data for imported leads:


Lead Import Screen

Lead Import Screen


File Name/Browse: Use the Browse button to locate and select the completed lead import template file (in XLS format)

Export Template: Generates a blank Lead Import template file

Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.

Link as ShipTo Child Of: Enter a ShipTo organization number that will be used as the ShipTo Parent for ALL of the imported leads.

Org ID Root: Enter up to 3 alphanumeric characters that will be used as a prefix for ALL imported leads in the file. Imported lead records will be assigned a sequential number appended to the Org ID root according to the order of the records in the lead import file.

Organization Attributes: The 'Suspect' attribute must be checked in this list in order to create the appropriate suspect data form for tracking lead details. Select any attributes that should be assigned to ALL leads in the import file.



Lead Import File Definitions

f1 - Company - Name of Company/Organization

f2 - Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact.

f3 - Email - Main email address (use the address that invoices will typically be sent to)

f4 - Address1 - Physical Street Address

f5 - City - Physical Address City Name

f6 - State - Physical Address two-letter postal abbreviation for the state

f7 - ZipCode - Physical Address Zip Code (you can use zip+4 if you have it)

f8 - Phone - Main phone number for the organization

f9 - Fax - Main fax number for the organization

f10 - Category - This field is no longer in use

f11 - Custno - Customer Number (Organization ID), Leave blank to auto-assign customer numbers.

f12 - Extra - This field is no longer in use

f13 - Address2 - Physical Address 2 (apt/suite number)

f14 - Title1 - Job title for Contact1 in file

f15 - LowerSale# - Enter the numeric value to update the Estimated Sales value in the Suspect Attribute screen.

f16 - LowerEmp# - Enter the numeric value to update the Employees at this site value in the Suspect Attribute screen.

f17 - Contact2 - Contact 2 name

f18 - Email2 - Contact 2 email address

f19 - Phone2 - Contact 2 primary phone number

f20 - Title2 - Contact 2 job title

f21 - Contact3 - Contact 3 name

f22 - Email3 - Contact 3 email address

f23 - Phone3 - Contact 3 primary phone number

f24 - Title3 - Contact 3 job title

f25 - Contact4 - Contact 4 name

f26 - Email4 - Contact 4 email address

f27 - Phone4 - Contact 4 primary phone number

f28 - Title4 - Contact 4 job title

f29 - Country - Name of country

f30 - MAddress1 - Mailing Street Address

f31 - MAddress2 - Mailing Address 2 (apt/suite number)

f32 - MCity - Mailing City

f33 - MState - Mailing State

f34 - MZipCode - Mailing Zip Code

f35 - MCoutry - Mailing Country

f36 - LeadSource - Suspect Lead Source. This must match the text1 (name) value of an entry in the SOURCE_ENT rule.

f37 - MarkSeg - Suspect Market Segment. This must match the text1 (name) value of an entry in the MKTSEGMENT rule.

f38 - CustType - Suspect Customer Type. This must match the text1 (name) value of an entry in the CUSTTYPE rule.

f39 - BusDiv - Suspect Business Division. This must match the text1 (name) value of an entry in the BUSDIV rule.

f40 - CurStat - Suspect Current Status. This must match the text1 (name) value of an entry in the SUSPECTSTATUS rule.

f41 - NAICS1 - North American Industry Classification System Level 1 Code. This is generally a two-digit value.

f42 - NAICS2 - North American Industry Classification System Level 2 Code. This is generally a three-digit value.

f43 - NAICS3 - North American Industry Classification System Level 3 Code. This is generally a four-digit value.

f44 - NAICS4 - North American Industry Classification System Level 4 Code. This is generally a five-digit value.

f45 - NAICS5 - North American Industry Classification System Level 5 Code. This is generally a six-digit value.

f46 - AccMgr - Account Manager's name. This must match the full name of a contact with the Account Manager attribute.

f47 - Climit - Suspect Credit Limit. This must match the text1 (name) value of an entry in the SUSPECTCL rule.