Import Matrix: Leads
Technical Documentation
Please review Importing Companies/Contacts/Leads for more info.
Available Fields
Active
Anniversary
Assistant
Assistant Email
Assistant Phone
Birthday
Business Address 1
Business Address 2
Business Address 3
Business City
Business Country
Business Postal Code
Business State
Cell
Children
Comments
Company
Company Fax
Company Main Phone
Company Source
Company Type
Company Website
Department
Do Not Call
Do Not Email
Do Not Fax
Do Not Mail
Email Address
Fax
First Name
Folder
GL Company
Hobbies
Home Address 1
Home Address 2
Home Address 3
Home City
Home Country
Home Postal Code
Home State
Last Name
Lead Owner
Marketing Groups
Middle Name
Opportunity Amount
Opportunity Description
Opportunity Project Type
Opportunity Subject
Other Address 1
Other Address 2
Other Address 3
Other City
Other Country
Other Postal Code
Other State
Pager
Phone 1
Phone 2
Preferred Contact Method
Role
Salutation
Spouse/Partner
Timezone Index
Title
Matrix
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Field Name |
Key Field |
Required |
Valid Values |
Table Validation |
Table |
Field Validation |
Comments |
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Hobbies |
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Anniversary |
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Assistant |
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Assistant Email |
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Must be a valid email format |
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Assistant Phone |
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Birthday |
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Must be a valid date |
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Business Address 1 |
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Business Address 2 |
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Business Address 3 |
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Business City |
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Business Country |
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Business Postal Code |
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Business State |
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Cell |
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Children |
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Comments |
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Company |
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Company Fax |
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Company Main Phone |
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Company Source |
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Yes |
Source |
Source |
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Company Type |
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Yes |
Company Types |
Company Type Name |
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Company Website |
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Department |
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Do Not Call |
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Yes No |
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Do Not Email |
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Yes No |
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Do Not Fax |
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Yes No |
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Do Not Mail |
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Yes No |
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Email Address |
Yes |
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Must be a valid email format |
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Fax |
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First Name |
Yes |
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First Name + Last Name = Full Name, Email address and Full Name make up the Key |
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Folder |
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See Comments |
Yes |
Transaction Preferences |
Use Lead Folders |
If “Use Lead Folders” is Yes, then Valid Values for Folder is Blank or an existing Lead Folder Name |
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Active |
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Yes No |
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Home Address 1 |
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Home Address 2 |
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Home Address 3 |
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Home City |
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Home Country |
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Home Postal Code |
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Home State |
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Last Name |
Yes |
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First Name + Last Name = Full Name, Email address and Full Name make up the Key |
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Lead Owner |
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Yes |
Employee |
Full Name (First Name+” “+Last Name) |
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Marketing Groups |
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Yes |
Marketing Groups |
Group Name |
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Middle Name |
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Opportunity Amount |
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Numeric |
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Opportunity Description |
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Opportunity Project Type |
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Yes |
Project Types |
Project Type |
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Opportunity Subject |
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Other Address 1 |
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Other Address 2 |
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Other Address 3 |
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Other City |
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Other Country |
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Other Postal Code |
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Other State |
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Pager |
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Phone 1 |
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Phone 2 |
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Preferred Contact Method |
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Phone Fax |
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Role |
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Salutation |
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Mr. Mrs. Ms. Miss. Dr. Prof. |
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Spouse/ Partner |
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Timezone Index |
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See help for list of valid Timezone Index Codes |
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Title |
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