Summary
Importing Leads from a file can be performed by any user.  Begin by ensuring your file contains at least the Lead Account Name for every row. This cannot be blank.

When you are ready to import the file,  open the Leads menu and select Import List. More detailed instructions follow.

More Information
Login to Commence OnDemand. Click the Leads button  to open the Leads module.

Select 'Lead List(s)' to view any predefined lists that you can import data into. You may also create a new list. 

Data Import: Step 1

Choose Import List from the Leads menu. The Data Import window opens.
 

1. Create a list name that you wish to import data into.
2. Enter a description for the list, a list owner, then select NEXT.

Data Import: Step 2

1. The Field Separator and Line Separator are preset to import from CSV.
2. Choose yes or no to whether your file has a Header Row. This means Row 1 of your file contains column names such as Lead Account name, address 1, etc.).
3. Click the Browse button to find your saved file. The file containing your data should be saved as a Comma separated value (*.csv) format for import.
4. If your file contains multiple contacts at the same company you can consolidate these into a single company by choosing "Merge Duplicates" next to Validations. This will create one Lead Account with multiple related Lead Contacts. The first contact row will be designated the Primary Contact for each Lead Account.
   
   If you do business with each contact separately you may wish to choose "Allow Duplicates" instead. This will create a duplicate Lead Account for each contact.
   
5. If your file contains a column with the Assigned account manager's name, then choose to "Apply Permission From" Account Manager. The account manager name must be in Last First format and must be added as a contact for your company before you begin the import.
   
   If your file does not have an Account Manager column, then choose to "Apply Permission From" Rule. This is the default and does not require you to create or select any auto assign rules.
6. If the header row of your file matches the sample file provided (see "Article Attachments"), then you may use the Saved Mapping. Choose the "Default Lead Import Mapping".
7. Select NEXT and your file will be imported.

When the import is complete, a confirmation message will tell you the number of records that were successfully imported.

Using the Default Lead Import Mapping

If your import file has all the columns listed below and those columns are arranged in the order shown below, then you can use the default lead import mapping.

Lead Name
Street1 (LeadAccounts)
Street2 (LeadAccounts)
City (LeadAccounts)
State (LeadAccounts)
Postal Code (LeadAccounts)
Country (LeadAccounts)
Main Phone (LeadAccounts)
Fax Phone (LeadAccounts)
Mobile Phone (LeadAccounts)
Email (LeadAccounts)
Website
Account Manager
Account Team
First Name
Last Name
Title
Street1 (LeadContacts)
Street2 (LeadContacts)
City (LeadContacts)
State (LeadContacts)
Postal Code (LeadContacts)
Country (LeadContacts)
Main Phone (LeadContacts)
Fax Phone (LeadContacts)
Mobile Phone (LeadContacts)
Email (LeadContacts)

Your header row can have different field names. For example if you have "Address Line 1" instead of "Street1" this is fine. 

Your header row must contain *all* the columns listed above. For example if you do not have any values for "Street2" you must still include this column in your file and simply leave it blank for all rows.

Creating your own Saved Mapping

If you have additional columns or custom fields that you need to import, or if the columns in your file are in a different order than the default mapping then you should manually MAP your fields. During the import, do not choose any Saved Mapping and click Next to create your field map in Data Import: Step 3.  

Match the field name on the left (from your file) with a CRM field using the drop downs on the right (first name = first name, phone number = main phone, and so on). If you did not have a header row in your file, then data from the first row of your file will be shown on the left side.

Commence On-Demand gives you the ability to SAVE your custom mapping so you can reuse it. Click the "Save As Default Mappings" button and give your template a name. The next time you do your import, select the name of your saved mapping from the drop-down.  This will speed your import/mapping process if you have multiple files of the same format.

Applies To