Importing Records
Summary
The transcript provides a step-by-step guide for importing lead records into a CRM system. The process begins by navigating to the “Leads” section, selecting “Import” under “Add Lead,” and downloading a template to populate required fields. After uploading a CSV file, the system matches column headers, highlighting matched fields in white and unmatched ones in red, which require manual selection. Users can confirm or exclude fields for import, ensuring only desired data is imported. Once finalized, the system processes the import and notifies the user via email upon completion. The imported leads are then visible in the “Leads” section.
Transcript
- 00:00
Records. So to do that you’ll go over to the CRM and then you’ll click on leads and you can certainly click on companies or contacts or any other place you want to do imports. But we’ll start with leads. And under the ad lead, we’ll do import. You can download this template here that’ll give you all of the fields that are available on a lead record. And once you download that and populate that, you can go and select the CSV that you want to import. And I’ve got one in here called leads. And we’ll do upload. And then you start the import. And what the system will do is it will do its best job to match column headers that you have to column headers that we have. And if it’s able to, such as last name, it’ll show in white and have a checkbox. If it’s unable to, then it’ll be in red and you’ll have to just give it the selection of the field you want.
- 00:56
So in this case, I’m going to say that I do want this to be the first name and I’m going to confirm that. And I do want this to be the email because it’s email address and I’m going to confirm that and I can go through here and I can determine what should or should not be imported. So I don’t want some of these to be imported. You go all the way through, as you can see we’re on the third dot, and you just scroll through all of the information that you want to put in there. Anything that’s in red will not be imported, and everything that is in not red will be imported. Once you’re happy with the information, you do finalise, import, and the system will do the import for you. If there are a lot of records to import, you’ll get a message like this and the system will send you an email. Once the information has been imported and when it has been imported, you’ll be able to go back to your leads and there’ll be displayed there on the screen for you.