Importing Registered Leads in Bulk

You can import a file detailing multiple Registered Leads into your portal:

1. Navigate to the Leads or Registered Leads page in your portal. 
2. Click Register New Lead > File Import.

3. Click Upload and select the file that contains the leads.

   These file formats are supported: XLSX (maximum size 1MB), and XLS, TXT, or CSV (maximum size 5MB).

   Use a semi-colon to separate multiple values for a data field.

   You can click Download a template to download a sample file for the import, which gives guidance on the information to be provided, including any accepted values that your supplier has set up for data fields.

   Note

   It is not good practice to register your own email, or that of your colleagues, as a lead. Your supplier may have implemented a restriction that prevents you from doing this.

4. If applicable, confirm the general Opt-in Authorization settings for the new leads/contacts.

5. Click Import.

   

6. Map the header columns to portal record fields, to confirm which lead field in your platform's lead records should be populated with the values from each field in the upload file.

   If a column is named the same as a portal lead record field (eg. Email), a suggested mapping is added automatically. You can change it if required.

   Columns with non-standard names have Ignore Column set as a default - they won't be included. You can choose to include the field in the import by selecting a mapping to a field (standard or custom contact field). 

   

7. Click Upload Leads. The leads are imported. If there is an error in the upload file (for example, missing required data for a lead), you will receive a link to the file with the errors, which you can correct and re-import.