Kamar at 19:04, 31 October 2024

2024-10-31T19:04:11Z

Kamar: Created page with "NOTOC ===General Description=== '''Default Menu Location''' Transaction >> Importers/Exporters >> Address Book >> Lead Importer '''Screen Name''' CONIMPORT2 ===Genera..."

2024-10-31T19:02:04Z

Created page with "__NOTOC__ ===General Description=== '''Default Menu Location''' Transaction >> Importers/Exporters >> Address Book >> Lead Importer '''Screen Name''' CONIMPORT2 ===Genera..."

New page

__NOTOC__
===General Description===

'''Default Menu Location''' Transaction >> Importers/Exporters >> Address Book >> Lead Importer

'''Screen Name''' CONIMPORT2

===General Notes===

'''Customer Numbers''' - If the leads should be imported with specific numbers, make sure the import file has the Custno column filled out. Customer numbers can be automatically be generated for leads during the import process if the Custno column is empty. If the customer wants to maintain some numbers, and allow Adjutant to generate the rest, confirm exactly which records should keep their numbers and which ones should have new numbers generated, and update the import file accordingly. The 'Org ID Root' field can be used during the import process to assign up to 3 characters as a leading Custno value.

'''Organization Attributes''' - The lead import process can attach additional customer attributes to imported records. If additional attributes need to be assigned during import, the attribute must be flagged to display on the Import screen in the ATT_ENT rule.

'''Rule Maintenance Records''' - Below are the Rule Maintenance details that should be set in order to track the most data for imported leads:

* '''Suspect Lead Sources (SOURCE_ENT)'''
* '''Suspect Market Segment (MKTSEGMENT)'''
* '''Suspect Customer Type (CUSTTYPE)'''
* '''Suspect Business Division (BUSDIV)'''
* '''Suspect Current Status (SUSPECTSTATUS)'''
* '''Suspect NAICS Codes (NAICS)'''
* '''Suspect Credit Limit (SUSPECTCL)'''

[imageauto|Lead Import Screen|{UP}/Lead_ImportEmbedded.png|http://www.abiscorp.com/AdjWiki/GetFile.aspx?File=Import%20Programs%5cOrganization%20Import.jpg]

'''File Name/Browse:''' Use the Browse button to locate and select the completed lead import template file (in XLS format)

'''Export Template:''' Generates a blank Lead Import template file

'''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.

'''Link as ShipTo Child Of:''' Enter a ShipTo organization number that will be used as the ShipTo Parent for ALL of the imported leads.

'''Org ID Root:''' Enter up to 3 alphanumeric characters that will be used as a prefix for ALL imported leads in the file. Imported lead records will be assigned a sequential number appended to the Org ID root according to the order of the records in the lead import file.

'''Organization Attributes:''' The 'Suspect' attribute must be checked in this list in order to create the appropriate suspect data form for tracking lead details. Select any attributes that should be assigned to ALL leads in the import file.

==Lead Import File Definitions==

'''f1 - Company''' - Name of Company/Organization

'''f2 - Contact1''' - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact.

'''f3 - Email''' - Main email address (use the address that invoices will typically be sent to)

'''f4 - Address1''' - Physical Street Address

'''f5 - City''' - Physical Address City Name

'''f6 - State''' - Physical Address two-letter postal abbreviation for the state

'''f7 - ZipCode''' - Physical Address Zip Code (you can use zip+4 if you have it)

'''f8 - Phone''' - Main phone number for the organization

'''f9 - Fax''' - Main fax number for the organization

'''f10 - Category''' - This field is no longer in use

'''f11 - Custno''' - Customer Number (Organization ID), Leave blank to auto-assign customer numbers.

'''f12 - Extra''' - This field is no longer in use

'''f13 - Address2''' - Physical Address 2 (apt/suite number)

'''f14 - Title1''' - Job title for Contact1 in file

'''f15 - LowerSale#''' - Enter the numeric value to update the Estimated Sales value in the Suspect Attribute screen.

'''f16 - LowerEmp#''' - Enter the numeric value to update the Employees at this site value in the Suspect Attribute screen.

'''f17 - Contact2''' - Contact 2 name

'''f18 - Email2''' - Contact 2 email address

'''f19 - Phone2''' - Contact 2 primary phone number

'''f20 - Title2''' - Contact 2 job title

'''f21 - Contact3''' - Contact 3 name

'''f22 - Email3''' - Contact 3 email address

'''f23 - Phone3''' - Contact 3 primary phone number

'''f24 - Title3''' - Contact 3 job title

'''f25 - Contact4''' - Contact 4 name

'''f26 - Email4''' - Contact 4 email address

'''f27 - Phone4''' - Contact 4 primary phone number

'''f28 - Title4''' - Contact 4 job title

'''f29 - Country''' - Name of country

'''f30 - MAddress1''' - Mailing Street Address

'''f31 - MAddress2''' - Mailing Address 2 (apt/suite number)

'''f32 - MCity''' - Mailing City

'''f33 - MState''' - Mailing State

'''f34 - MZipCode''' - Mailing Zip Code

'''f35 - MCoutry''' - Mailing Country

'''f36 - LeadSource''' - Suspect Lead Source. This must match the text1 (name) value of an entry in the SOURCE_ENT rule.

'''f37 - MarkSeg''' - Suspect Market Segment. This must match the text1 (name) value of an entry in the MKTSEGMENT rule.

'''f38 - CustType''' - Suspect Customer Type. This must match the text1 (name) value of an entry in the CUSTTYPE rule.

'''f39 - BusDiv''' - Suspect Business Division. This must match the text1 (name) value of an entry in the BUSDIV rule.

'''f40 - CurStat''' - Suspect Current Status. This must match the text1 (name) value of an entry in the SUSPECTSTATUS rule.

'''f41 - NAICS1''' - North American Industry Classification System Level 1 Code. This is generally a two-digit value.

'''f42 - NAICS2''' - North American Industry Classification System Level 2 Code. This is generally a three-digit value.

'''f43 - NAICS3''' - North American Industry Classification System Level 3 Code. This is generally a four-digit value.

'''f44 - NAICS4''' - North American Industry Classification System Level 4 Code. This is generally a five-digit value.

'''f45 - NAICS5''' - North American Industry Classification System Level 5 Code. This is generally a six-digit value.

'''f46 - AccMgr''' - Account Manager's name. This must match the full name of a contact with the Account Manager attribute.

'''f47 - Climit''' - Suspect Credit Limit. This must match the text1 (name) value of an entry in the SUSPECTCL rule.

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−	[~~imageauto\|Lead Import Screen\|{UP}/Lead_ImportEmbedded~~.png~~\|http://www.abiscorp.com/AdjWiki/GetFile.aspx?File=Import%20Programs%5cOrganization%20Import.jpg~~]	+	[[File:Screenshot_2024-10-31_140303.png]]

Lead Importer - Revision history

Kamar at 19:04, 31 October 2024

Kamar: Created page with "__NOTOC__ ===General Description=== '''Default Menu Location''' Transaction >> Importers/Exporters >> Address Book >> Lead Importer '''Screen Name''' CONIMPORT2 ===Genera..."

Kamar: Created page with "NOTOC ===General Description=== '''Default Menu Location''' Transaction >> Importers/Exporters >> Address Book >> Lead Importer '''Screen Name''' CONIMPORT2 ===Genera..."