Template Upload - Uploading Leads

Modified on Thu, Aug 8, 2024 at 9:36 AM

Overview

Download and fill out our template to quickly and easily upload people to your database. Be aware that the assigned user will receive a notification email for each individual uploaded. Uploading individuals to your database using our template is limited to 2,000 individuals at a time. If your template has more than 2,000 individuals, it will NOT upload. Check out the attached template upload guide for more information on required fields and recommended data input.

Downloading the Template

Step 1: Navigate to the admin section and click upload on the left hand barStep 3: In the upper right of the page, click the grey Download Template button

Step 4: This will download a Microsoft Excel file titled Template.xlsx

Filling out the Template

Note: Do not update or remove any of the column headers. This will cause the upload to fail or a partial upload of data. Any modifications to the template or incorrect data entry that cause adverse upload effects and require data clean up by Enquire will be subject to a cost. The required fields have a * next to them.

HEADER	RULES
* Community	CRM Match to Community - NameUnique. (Cannot be numerical)
* Individual Type	Profile Type of: Prospect, Contact, Resident, Referral, or Pre Lead
* Assigned User	User Id # can be found in the users profile in the URL
Create Date	0/00/0000 Date Format (Cannot start with "0")
Inquiry Date	0/00/0000 Date Format (Cannot start with "0")
Inquiry Activity Type	CRM match to Inquiry activity(Type) in "Types" section
Salutation	CRM Match to Salutation in "Types" section
* First Name	Text
* Last Name	Text
Home Phone	1234567890 Format (No special characters)
Mobile Phone	1234567890 Format (No special characters)
Work Phone	1234567890 Format (No special characters)
Address Line 1	Text
Address Line 2	Text
City	Text
State	XX abbreviation Format
Zip code	12345 Format
Email	Text (No Hyperlinks)
Primary Contact Relationship	CRM match to Relationships in "Types" section
Primary Contact Salutation	CRM Match to Salutation in "Types" section
Primary Contact First Name	Text
Primary Contact Last Name	Text
Primary Contact Address Line 1	Text
Primary Contact City	Text
Primary Contact State	XX abbreviation Format
Primary Contact Zip code	12345 Format
Primary Contact Home Phone	1234567890 Format (No special characters)
Primary Contact Mobile Phone	1234567890 Format (No special characters)
Primary Contact Work Phone	1234567890 Format (No special characters)
Primary Contact Email	Text (No Hyperlinks)
Company	CRM match to Company added within the CRM
Market Source	CRM match to Market Source in "Types" section
Lead Score	CRM match to Lead Status in "Types" section
Category	CRM match to referrer type Category in "Types" section
Preference / Care Level	CRM match to Care Level in "Types" section
Birthdate	0/00/0000 Format (Cannot start with "0")
Notes	Text - shows in note section only
IntegrationId	n/a

Note: When adding a ZIP/Postal Code to the template, make sure you are only entering the five-digit code. Do not enter the ZIP+4. Including this ZIP+4 code will cause the list to fail uploading. For example: if the ZIP code is 80207-1234, you only need to enter 80207. When adding a Phone Number to the template, make sure you are only entering numbers. Do not add any formatting or special characters (i.e. ( and -) to the phone number fields.

Please match your entries for each column to what your system is setup with under Admin - Types. Example: Salutation must be entered into the template exactly as listed as one of the options under Admin - Types - Salutation

Uploading the Template
If you plan on uploading a large number of individuals. We recommend uploading a small sample size of individuals (maybe 5-10) to verify and make sure they are uploading as you expect.
Before you upload, please review the following.
File Type
Your file is in a XLS or XLSX format
File Data
The required fields are correctly filled out (Community, Individual Type, Assigned User, First Name, and Last Name)
Inquiry Date and Type
If no Inquiry Date or Method is chosen, the first Inquiry activity type will be chosen and the Inquiry date will be the date of upload.
Created Date
If no Created Date is specified, the Created Date will be the date of upload.
No Merging will Occur
I understand that individuals with the same phone number or email address will NOT be merged and I have verified and deduplicated information prior to upload.

Uploading the Template

Read through and check the boxes next to each acknowledgement statement. Once you have checked each box, the upload manager section will appear.

Drag and drop your completed template file onto the download manager section or click into the download manager section to locate the file on your computer.

After your template has been uploaded successfully (denoted by the light grey check mark that will appear), refresh the page.

Note: We recommend checking the first few individuals on the list and the last few individuals on your list to make sure all individuals made in the CRM. To test the template, you can upload one lead to the CRM to see how it will reflect in the CRM.

Attachments (1)

xlsx

Upload Templ....xlsx
13 KB