Excel Template For Importing Leads | teamgram

Excel Template For Importing Leads

To import your leads into TeamGram, go to Control Panel > Import/export / Import tab > Leads From Excel.

Use this Excel template to prepare an import file for your list of contacts. Please make sure you follow these instructions.

After you export your data from another system, copy it into the attached template.

  • This list is for leads only. Do not use it to import contacts and companies.
  • Make sure your data does not include duplicates. Every contact must appear only once in this spreadsheet.
  • First Name column must be filled for each contact. If it is left blank, rest of that row will be ignored.
  • Last Name column must be filled for each contact. If it is left blank, rest of that row will be ignored.
  • Description field is optional.
  • Position field is optional.
  • Company Name is optional. 
  • Work Phone field is optional. Enter one phone number only. To avoid errors, enter number as an alphanumeric string. Beginning with the symbol ' (apostrophe) to enforce alphanumeric entry will reduce chance of errors. Plus sign, spaces, parentheses and dashes are allowed.
  • Work Phone Direct field is optional. Rules for work phone also apply to work phone direct numbers.
  • Work Fax field is optional. Rules for work phone also apply to work fax numbers.
  • Home Phone field is optional. Rules for work phone also apply to home phone numbers.
  • Home Fax field is optional. Rules for work phone also apply to home fax numbers.
  • Mobile Phone field is optional. Rules for work phone also apply to mobile numbers.
  • Other Phone field is optional. Rules for work phone also apply to other phones.
  • Business Email field is optional. One email per lead. Make sure this is a valid email address. No spaces or invalid characters.
  • Personal Email field is optional. One email per lead. Make sure this is a valid email address. No spaces or invalid characters.
  • Other Email field is optional. One email per lead. Make sure this is a valid email address. No spaces or invalid characters.
  • Business Address field is optional. Write the street address of the business here.
  • Home Address field is optional.
  • Other Address field is optional.
  • Website is optional.
  • Tags field is optional. Use tags to classify leads by industry, etc. Multiple values are allowed. Use commas between tags.
  • Source field is optional. Use this field to specify the source your lead came from.

Once your file is ready, upload it here: 

https://www.teamgram.com/import/excelimport?type=Leads

 

Important:

You have to be a System Administrator to access import/export settings.

Choose the owner, assign editors and readers for the records and upload the file.

Specify any additional information in the related text box.

Your file will be checked for possible errors and then will be imported. This may take up to 24 hours.