Customers/Leads

Learn how to update information for your Customers and Leads with data imports

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

Occasionally you might need to edit Customer/Lead details. You can do this manually or save time with a bulk update.

1. In the top menu bar on the right-hand side there is a menu option called ‘Admin’.
2. You can either hover over ‘Admin’ which will show you a dropdown menu and select ‘Data Imports’ or click ‘Admin’ and a left-side menu will appear, and you can click ‘Data Imports’ from here.
3. Click the dropdown labelled ‘Import Type’.
4. Choose ‘Customer/Leads’ under the bold sub-header ‘Updates’ and open the downloaded Excel template.
5. Complete the fields in the template. As a minimum, the mandatory fields for this upload are:
   •Customer Name
6. When you are happy you have updated all the fields you needed to, save the spreadsheet as a CSV file.
7. Go to Admin > Data Imports
8. Select ‘Customer/Leads’ in the dropdown again then ‘Upload’.
9. Choose File (and find the spreadsheet you saved on your computer) then click Save.
10. If your upload is successful the status column will say ‘Completed’.
11. If the import has failed, the import screen will show as failed. To view these failures you can select ‘go’ under actions and ‘download error log’ to find out what has specifically failed and needs amending before repeating steps 8-10.