You can carry out a simple lead import, which imports leads directly from a CSV file into NexJ CRM, as long as the file conforms to a specific default structure. These instructions only apply to the import of lead information. If you want to import contacts, you must create a full import package.
These instructions assume that you already have a file with the lead information that you want to import, and that you can open it in a spreadsheet program.
A simple lead import allows you to create a set of leads with the following information:
- First name
- Last name
- Email address
- Phone number
- Market segment
- Sales concept
- Company name
- Position at the company
- Zip code
It is mandatory that every lead has a value provided for the Last Name and First Name fields. In addition, it must have a value for the Email field, the Phone field, or both.
Even though you can create the CSV file directly in a text editor, it is best to create it using a spreadsheet program. The following instructions assume that you already have a file containing lead data and that it is in a format that can be opened by a spreadsheet program.
If you receive your data as a CSV file from a third party, you should still open it to ensure that the contents meet the requirements for import.
To create the CSV file:
- Open your data in a spreadsheet program. The file should be organized so that each row of the spreadsheet represents a different lead, and each column represents a field of information about that lead.
Edit the first row of the spreadsheet so that it contains the following column titles in this order:
- ID
- First Name
- Last Name
- Email Address
- Phone
- Market Segment
- Sales Concept
- Company
Position
Zip Code
Review the data in the spreadsheet to ensure that it meets the following restrictions for each column:
Data requirements for simple lead import
Column | Data requirements |
---|
ID | A unique value. The recommended practice is to populate the column with a series of ascending numbers. Values are not imported into NexJ CRM. Values can be alphanumeric. |
First Name | Maximum 25 characters. |
Last Name | Maximum 60 characters. |
Email address | Maximum 80 characters. |
Phone | Maximum 80 characters. |
Market Segment | Must be one of the following values:- STARTINGOUT
- PRERETIREMENT
- RETIREMENT
|
Sales Concept | Must be one of the following values:- HOMEBUYER
- MORTGAGENEEDS
- RETIREMENTINCOME
- SURVIVORNEEDS
- WEALTHTRANSFER
|
Company | Maximum 60 characters. |
Position | Maximum 100 characters. |
Zip Code | Maximum 15 characters. This field does not have format restrictions and can be used for both zip and postal codes. |
- Save the file as a Comma Separated Value (CSV) file. In the majority of cases, the default values for saving as a CSV file are sufficient. However, if you are given a choice of delimiters when saving your file, you should select a comma (,) as the field delimiter and a double-quotation mark (") as the text delimiter.
The leads contained in the CSV file are now ready to be imported into NexJ CRM.