Upload leads to myphoner
Importing data into myphoner is easy and flexible. However, if something goes wrong, this documentation will help you troubleshoot.
Upload a file with leads
Many people have leads stored in a spreadsheet or exported from another system in .csv-files. Here's a quick video describing the good way of getting that list into myphoner, and a guide to give you some extra details.
Step 1: Prepare your data
Before you begin, take a look at your data. The first row in your spreadsheet must define the column names. Those will be mapped into the fields of your list in myphoner.
If your spreadsheet has a heading or notes on the first row(s), before the column names and the lead data, delete those row(s), so the column names is on the very first row in your spreadsheet.
If your spreadsheet does not define column names on the first row, but simply starts with lead data from the first lead in the list, you'll have to insert a row at position one, and give each column a name.
Here's an example of a well formed spreadsheet (although rather small), ready for import to myphoner:
|John Doe||Ceo||Doe inc.||12345678|
Step 2: Upload the list
Now all you have to do is find the import screen in myphoner. Go to Manage Lists Add a new list , hit "Select file" and locate the file on your hard drive.
When hitting 'Next', you'll be asked if you want to use a template or simply import using the file column names as field names.
Using file column names is faster and easier, so we reccommend this for new users (everything can be changed later).
However, if you already have another list, or if you plan on setting up synchonisation to another system later on, we recommend using a template.
Use our default template to enable synchronisation with other systems. Read more in Configure Integrations.
Use another list as template to enable moving leads back and forth between your lists, for example as part of a pipeline design.
Upload into existing list
If you want to import a file of leads to an existing list, go to Manage Lists and then choose Import from the context menu next to the list you want to import into.
During import, you'll be given the option to update existing leads. If you do this, be careful to choose the right field used to match up leads. If an existing lead matches a new lead its stemdata will be updated with data from the new lead. State including category, schedule, claims and activity log will not be changed.
Step 3: Preview and map
After selecting your template you'll be presented with a preview of your lead data. There's two important things to look our for here:
- Make sure your data looks like you'd expect. If not, refer to the troubleshooting section in the detailed documentation: Upload leads.
Make sure that all the columns you want imported has a
header. If ther header is red, it means that the field has not been mapped and data for that column will not be imported.
Please not that if you selected 'Use file column names' when selecting template, you won't have to do this.
If you see an error message while importing a list, please refer to the troubleshooting section in the detailed documentation: Upload leads.
Step 4: Select user access
Now all that's left is selecting which of your users should have access to call leads in this list. Once done, you'll get to the list configuration screen where you'll get a chance to tweak your list further. But that's covered in the next part of this guide: Configure a List.
Troubleshooting xlsx upload
If you are having trouble uploading an .xlsx file, try exporting it as .csv (comma separated values) format.
You can convert an Excel worksheet to a text file by using the Save As command.
Click the Microsoft Office Button Button image, and then click Save As.
The Save As dialog box appears.
In the Save as type box, choose the text file format for the worksheet.
For example, click Text (Tab delimited) or CSV (Comma delimited).
You can find more details here:
If you haven't already, give OpenOffice a try. It's a great alternative to Excel - it reads excel files and has better support for both reading and writing csv-files, it's completely free and comes both for Mac OSX, Windows and Linux.
Troubleshooting csv upload
Most of the time, uploading csv files works all well and dandy, but a number of thing can go wrong, here's some of the most common pitfalls and how to handle them.
encoding could not be determined
CSV is a plain text format, and plain text is stored using an encoding, that is different depending on the country or region you live in and the language or character set you use. myphoner tries to detect what encoding your file is using, but sometimes it's too hard, and the attempt to show a preview of your data fails.
In this case, you need to tell myphoner what encoding should be used, or try to save your file again using a differnt encoding. We recommend using UTF-8 when saving your files. OpenOffice will allow you to select the encoding when saving as .csv (see screencast in the top of this page for details). If you are using Excel, try saving as .txt.
Error: Illegal quoting in line xx
Error: Unquoted fields do not allow \r or \n (line xx)
CSV is a very simple text format, where the columns are separated by commas or semicolons and line breaks delimits the next row. If your data contains commas, semicolons or line breaks (\r or \n) it needs to be wrapped in quotes, so the computer can tell which characters should be treated as data separators, and which ones should be part of the data. If your data also contains quotes, you might end up in trouble.
If this happens, you need to either
- Re-export your data with different settings for field and/or text delimiters
- Or edit the file and manually fix the illegal line (you might have to do this multiple times)
Characters look weird. myphoner tries to guess what character encoding (language) you are using, but sometimes it's wrong.
If you see
, this is most likely a mismatched encoding. If this is the case, try saving your csv file in UTF-8 encoding before upload, if possible.
You can always contact us at email@example.com if you need any help.
Please note that the best way for us to help you is if you attach the file you are having trouble with, so we can have a look at it ourselves.
CSV files are plain text files and you can inspect and edit them using a plain text editor such as Sublime Text