Uploading Distributed Leads in Bulk

Note

The bulk import process doesn't currently support leads targeted to individual partner users.

If you are not using a PRM system or integrating it with Unifyr One, you can import leads in bulk into Unifyr One from a spreadsheet. It's an easy way to get many leads into the system quickly. 

1. Navigate to Leads & Deals > Lead Distribution.

2. In Distributed Leads, click Upload CSV / XLS.

   

3. On the Upload CSV/XLS page, fill out these details:
   • Lead Routing Module - [Optional] If you have routing rules configured to determine how leads are distributed to partners, select the routing module that contains the rules. The options available to you will vary depending on your account setup. Lead routing modules/rules are configured with assistance from your Unifyr One team. For more information about using routing rules, see Lead Routing Rules.
   • Default Partner - [Optional] Select the default partner to which to assign leads. This may be required if you want to send all leads to one partner, or if Partner Name is not included in the file that is being uploaded. If the spreadsheet does include a column for Partner Name, that value will be used and a Default Partner is not required. 
   • File - Upload the .CSV file that contains your lead information. File size must be 250MB or less and must contain unique headers.
     • Download the LeadExportCSV.csv file to use as a template for your upload, if required. Delete the sample data before inputting your data.
     • The headers in the file are set up for your particular environment and business requirements, and are agreed with your Unifyr One team. Some basic sample headers are listed here: Email, First Name, Last Name, Partner Name, Mobile Phone, Work Phone, Title, Company, SICCode, Industry, Website,  Address1, Address2, City, State, PostalCode, Country, Notes.
     • You can use your Custom Lead Fields as headers.
     • Do not use special characters in the values.
4. Click Import.

5. You are prompted to map the file’s header rows to fields in your Unifyr One account. If Unifyr One recognizes a field, it provides a mapping automatically (you can change this if required). You can provide a mapping manually for any headers that don’t map automatically.

   Mark a field as SKIP if you don't want it to be included in the import.

   

6. Select Import. A count of imported leads and assigned leads verifies the upload.
7. You can return to Leads & Deals > Distributed Leads to see the status of your uploaded leads.