Using Lead Import Templates
When it comes to importing Leads into Mothernode CRM, users can import their list of Leads into Mothernode CRM using a standard Microsoft XLS or CSV file. To simplify this process, you can use the Mothernode CRM XLS Templates that contain the necessary fields for import. These templates are already mapped in your import process. Using the Mothernode Import templates is especially beneficial if you plan on importing data from different sources, because a single, uniform file can be used for importing your data.
Mothernode CRM Lead Import Template (BASIC) | DOWNLOAD
Mothernode CRM Lead Import Template (ADVANCED) | DOWNLOAD
Which Template Should I Use?
- Use the Basic Template if you’re importing raw Leads with information you would typically see on a business card and not much more.
- Use the Advanced Template if you’re importing Opportunities that include more opportunity fields, such as estimated value, selling stage, probability etc. This is also ideal if you’re importing a sales pipeline that was exported from a previous CRM.
IMPORTANT: When you leads, you are also importing contact records, assuming the lead has a contact assigned to it in the import process (otherwise just the lead will be imported). The lead is the container record that will eventually become the customer account, once it converts to an actual customer.
Before you Import
Custom Fields: You can import custom fields. These are fields that are not included in a standard Mothernode CRM account. To import custom fields you need to create the custom fields first in your Mothernode Account. Once they’ve been created they will be include in your mapping options in the import process.
Drop Down Lists: Otherwise known as value lists. When importing fields that will be used as drop down options to the user, it’s important that you setup the related value lists in your Mothernode account and then make sure that the same values are represented in the import col. This is another case where the syntax must be identical. If your import list includes a value with a different syntax or new value not included in your existing value lists, then it will be added as an option in the drop down.
Example: Let’s say you are importing into the Source field. If Tradeshow is listed in the value lists and the XLS file then all will match accordingly. If Tradeshow is what was listing in your value lists, but Trade-show is what is being imported, then in records where Source is indicated, your drop down list will include both Tradeshow and Trade-show.
Lead Fields for Import
The following fields are available in the Lead Import Template. We recommend using the standard templates for all imports, but users can use their own XLS fields and map the fields accordingly in the import process.
| Field Name | Description | Examples | Instruction | Field Type |
|---|---|---|---|---|
| Reference | Much like a subject line in an email, use a reference to help define an opportunity in a few words | Expansion Plans, M&A, Upgrades | Input | |
| Lead Score | This will tag the lead with 1-5 stars. | Add a number between 1 and 5. | Boolean | |
| Type (Lead/Opp) | Will determine if the record is a Lead or Opportunity | Lead or Opp | Enter LEAD or OPP in this column | Input |
| Status | Used to determine the status of the Opportunity | Open, Won, Lost, Cancelled | Apply the word OPEN to all records in this col. | Drop Down |
| Promo Code | Used in conjunction with marketing campaigns for tracking and analytics | Fall2017, WinterGlovesAd | Input | |
| Prospect Name | Name of the potential customer or company name | General Motors, Nebraska Furniture Mart | This field is required | Input |
| Contact First Name | First name of the contact | John | Contacts will be added to the contacts table, independent of by accessible by the lead | Input |
| Contact Last Name | ||||
| Address 1 | Main Address | 8445 Freeport Parkway | Input | |
| Address 2 | Suite or Apartment Number | Suite 100 | Input | |
| City | City the prospect resides in, will also be used in the contact record | Irving | Input | |
| State | State the prospect resides in, will also be used in the contact record | TX | Input | |
| Zip / Postal Code | Zip or Postal Code the prospect resides in, will also be used in the contact record | 75063 | Input | |
| Country | Country the prospect resides in, will also be used in the contact record | |||
| Group | Categorize your lead by adding them to a group | Distributor, Customer, Reseller | Drop Down | |
| Market Segment | Prospects Industry | Software, Construction, Financial | Drop Down | |
| Lead Website | website url for the prospect | www.mothernode.com | Input | |
| Toll Free | Toll free number for the prospect | 800-555-1212 | Input | |
| Tel. | Phone number, will also be used in the contact record | (214) 555-1212 | Input | |
| Fax | Fax number, will also be used in the contact record | (214) 555-1212 | Input | |
| Prospects Twitter Account | mothernode | Input | ||
| Lead Description | A brief description about the lead | Company approached us online. | Input |
|
| Opportunity Type | Classify your opportunities by product and service categories | Mobile App, Web Development, Application Development | Input | |
| Probability | Defines the probability the opportunity has of closing | 25%, 50%, 90% | Input | |
| Selling Stage | Defines where the prospect is in your sales process | 1. Make contact/qualify 2. Evaluate Needs | Preface your selling stages with numbers or letters so they appear in the sequential order of your sales process | Drop Down |
| Buying Stage | Defines where you are in your prospect's buying process | Evaluating, Ready to buy | Drop Down | |
| Territory | Lets you assign opportunities to territories | North America, Canada, USA, UK | Drop Down | |
| Next Steps | Quick note of next steps | Follow-up | Input | |
| Opportunity Value | The estimated value of the opportunity | $200, $500, etc | Input |
