Importing Leads to an Order in Bulk (Providers)

As a provider, you can import a list to add/update lead information.

When importing, use a file in the correct format  - use the Export Participants process to get a base file you can edit. for more information, see Export Participant Lists.

1. Navigate to Manage Orders.
2. Click Bulk Activities and choose Import Leads from the drop down list.
3. Browse and select a file to import.
   • The import file must have the same columns and formats as the Export Participants template. We recommend performing an export to obtain the template then replacing the contents with your desired list. This will ensure that you have the current version of the template.
   • You will be prompted to map the fields if you have not previously done so.
   • The file can be in one of these formats: XLSX (1MB), and XLS, TXT, CSV (5MB)
4. Click Import.

You will see onscreen notifications that the file import started as well as the date, time, and the number of contacts successfully imported.

To verify the leads have been imported, do the following:

1. On the spreadsheet, note the activity name of the campaign/activity for which the leads were imported.
2. In Manage Orders, select the order.
3. From the Orders Detail page, click Leads.

Here, you can review the list of uploaded leads to make sure all leads are present.