You can directly import your Web Leads using the standard Contact Importer.  You will be able to import the following Lead information:

First Name, Last Name, Title

Organization, Industry

Phone Number, Email Address, Work Address

Lead Source, Campaign

To ensure a successful import of the fields mentioned above, please to the following:

Before You Import

  1. Download & the Web Lead (excel) file from the DC Corporate website
  2. Create a copy of the Web Lead File: Web Lead Org
  3. In the Web Lead Org file, Delete the following columns:
  • First Name
  • Last Name

 

  1. In the Web Lead Org file, ensure that the Industry field is as it appears in MYcarnegieOS.  E.g. In the Web Lead export file, Health Care is ‘Health_Care’.  However, in OS this industry is ‘Healthcare’.

In Excel, you can perform a Find and Replace All, where you find all instances of Health_Care and replace it with Healthcare.

  1.  Back in the original Web Lead document, right-click the ‘Form’ column and click Insert, the insert a new column.

Entitle the New column ‘Lead Source’

Finally, Copy-paste the words ‘Web Lead’ into the column for each lead.

 

Now you are ready to import!

Import the Web Leads – Organizations only

In MYcarnegieOS Address Book, clicking ‘Import Contact’

  1. Select Excel File as source
  2. Ensure the following information is selected:
  3. Do no import duplicate items
  4. Select the appropriate Sales Rep
  5. Select Leads as the Sales Process Step
  6. Upload the Web Lead Org file
  7. Match the export Organization fields with the OS fields
  8. Business Name = Organization
  9. Industry =Industry (should be select by default)
  10. Work Address information = Organization Address information
  11. Complete the validation and import process

Select the ‘Leads’ list in the Address Book, and you should see the new list of Organizations.

 

Import the Web Leads – Contacts

In MYcarnegieOS Address Book, clicking ‘Import Contact’

  1. Select Excel File as source
  2. Ensure the following information is selected:
  3. Do no import duplicate items
  4. Select the appropriate Sales Rep
  5. Select Leads as the Sales Process Step
  6. Upload the original Web Lead file
  7. Match the export Person fields with the OS fields
  8. First Name, Last Name, Title (should be select by default)
  9. Related Organization = Organization
  10. Work Phone = Phone
  11. Work Email = Email
  12. Work Address information = Organization Address information
  13. Lead Source =Lead Source
  14. Campaign= Form
  15. Complete the validation and import process

Select the ‘Leads’ list in the Address Book, and you should see the new list of Contacts, related to the appropriate Organization.