Spreadsheet Import

A list of leads in a spreadsheet can be loaded into improveit! 360 and automatically de-duplicated by loading them into eLeads. The system will automatically create new Prospects for unrecognized leads or create a new Lead Source for existing Prospects.

Method 1: Use the Data Import Wizard

This method is best suited for one-off imports. If you regularly load the same spreadsheet, we recommend using the Data Loader method.

  1. Save your spreadsheet in CSV (Comma Separated Values) format if it is not already.
  2. Login to improveit! 360
  3. Go to Setup | Data Management | Data Import Wizard
  4. Click Launch Wizard
  5. Under 'What kind of data are you importing?' click the Custom Objects tab, scroll down, and select eLeads
  6. Scroll back up, and under 'What do you want to do?' select Add New Records
  7. Under 'Where is your data located?' either drag and drop your CSV to the drop target or click CSV and choose your file.
  8. Click Next
  9. Map each field in the CSV to the best match on the eLead object.
  10. Click Next
  11. Review your selection and click Start Import if it looks correct.
  12. You are done! Navigate to the eLeads tab to see your imported leads.

Method 2: Use the Data Loader

This method is more complex, but is well suited to repeated imports of spreadsheets that have the same columns each time.

  1. Save your spreadsheet in CSV (Comma Separated Values) format if it is not already.
  2. Login to improveit! 360
  3. Install the Data Loader from Setup | Data Management | Data Loader
  4. Once installed, run the Data Loader and click Insert
  5. Enter your username and password
  6. Cut and paste your security token right after your password as if it was part of your password
  7. Click Login
  8. Select the eLead object from the list
  9. Click Browse and select your CSV file to import
  10. Click Next
  11. You should get a dialog that counts the number of records it read. Click OK on the popup.
  12. Click Create or Edit a Map
  13. Drag and drop the fields on the eLead (the top) to match up with their corresponding fields in the spreadsheet (on the bottom)
  14. (Optional) If this is a mapping you will use over again, click Save Mapping and save it to your computer
  15. Click OK
  16. Click Finish
  17. You should get a warning message - click Yes to start the data load
  18. The records will load and you will be given options to view details about the results
  19. You are done! Navigate to the eLeads tab to see your imported leads.

Notes and Tips

  • Load a small subset of your spreadsheet to test your mapping and make sure the data looks right. It is hard to update the data in mass once it is loaded and processed.
  • Add a column called 'Source' and another one called 'Source Type' to your spreadsheet. If these are present and you map them to the 'Source' and 'Source Type' fields on the eLead, the system will know which Source to attribute each leads. If the Source doesn't already exist, the system will automatically create it for you using the 'Source Type'.
  • The system checks once an hour for new eLeads to convert into Prospects and Lead Sources. If you have loaded a very large list of thousands of eLeads, it might take a few hours to complete.