Importing Leads

Use these instructions to import generic CSV or TXT data for a list of leadsA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client..

Before you begin

Before you import data into WorkflowMax, you need to prepare a suitable import file.

Setting up an import file

To set up an import file, do one of the following:

Notes on import data for leads

Importing the data

To import leads data into WorkflowMax:

  1. In the Business menu, select Settings > Import.
  2. On the Import screen, provide the following information, as required.
    FieldDescription
    Options
    File Type

    The type of file that you wish to import. Select Generic - Lead.

    File Format

    The format is either CSV or tab-delimited.

    Update Existing?

    Controls whether existing data is overwritten with newly imported information. The Update Existing? option is not available for this import type, so selecting the checkbox will result in an error message.

    File

    Choose the file on your computer that you wish to import.

    Job Import Options

    This section is required only if you are importing job data.

  3. Import the data. The number of rows successfully imported is displayed at the foot of the screen. If there were any errors during the import, they will be displayed at the foot of the screen.

Related Topics Link IconRelated Topics