Importing Leads and Lead Contacts
Importing will enable to easily add your lists of leads to your OneUp account.
- Your file should be formatted as a table and must include a header that defines the fields.
- Import files must be in csv format (comma delimited)
- Some headers are required: Company Name if you import a Company, Last Name if you import individuals.
Spreadsheet programs like Google™ Docs Spreadsheet and Microsoft Excel make it easy to create and edit CSV files. Use the attached .CSV file for all of the columns you can import.
Import your Leads in Opportunities - Leads - [︙] button - Import Leads
The attached template shows an example of how to import leads, their contacts and individual leads that are not part of a company.
Please note that the import file also contains some useful information at the bottom. Before importing your records, please remove the whole all lines after your last lead data to get rid of this information block.
If the lines are not removed before import, OneUp will produce an error message and won't let you import your file.
Why do I get an error when importing my leads?
Your file should be formatted as a table and must include a header that defines the fields.
Please make sure you have used the template provided in the user guide. Any changes to header titles or missing information in the MUST fields will lead to an error.
Please also ensure your file is in csv format (comma delimited).