Formatting Your Import Template

Importing allows Admins to import an outside list of data into SPOTIO, enabling the ability to import the most important data and help you help maintain clean data records.

What's In This Article

• Your SPOTIO Template Format
• Importing Multiple Users and Stages
• Importing in Last Visit Results
• Tips
• Common Mistakes

Template

We've designed each account to generate a custom import template, this template will include all default and custom fields that are in your account. If you have ever imported to a different system before, you can understand that the import process can be a bit tricky so by using the generated import template this ensures that your list is formatted correctly before you start importing.

Few import things to note before proceeding, once you have downloaded your accounts import template, remember to NOT MAKE ANY CHANGES TO THE HEADERS.

There are multiple ways to import your data. In the import template, you will see 3 columns for address. If you have the full Street name and number together, you can leave Column B & C blank. If you have them separate, you can leave column A blank.

Multiple Users / Multiple Stages

If the CSV file you're importing into SPOTIO will need to be assigned to multiple users, or have the data dropped into multiple stages, you can complete that during one (1) import but your CSV File will need to have additional formatting done.

The import wizard only allows you to pick one (1) disposition and one (1) user for the entire list. If the stage cell is blank, it will automatically be assigned to the stage in your process. If the data Owner Email cell is blank, it will assign the lead to the admin importing the file.

You will still need to include the full address so SPOTIO knows where to drop the pin, along with the pin owner's email, and stage.  Here is an example of how your columns in the CSV should be formatted:

Please note that if your CSV File has the address split into House Number and Street name into 2 separate columns that will import correctly as well.

Importing in Last Visit Results 

If the CSV file will include a last visit result, there are a few things that are required for this to import correctly. You will still need to include the full address so SPOTIO knows where to drop the pin, along with the pin owner's email, and stage, visit result, and the date of that visit result.

The date format must be one of the following:

yyyy-MM-dd HH:mm", "yyyy-MM-dd", "MM/dd/yyyy HH:mm", "dd.MM.yyyy HH:mm:ss"
"dd-MM-yy HH:mm:ss", "yyyy-MM-dd HH:mm:ss", "MM/dd/yyyy HH:mm:ss",
"dd-MM-yy HH:mm:ss", "yyyy-MM-dd", "MM/dd/yyyy", "M/d/yyyy HH:mm:ss",
"M/d/yyyy HH:mm:ss", "M/d/yyyy", "dd-MM-yyyy HH:mm:ss",
"dd-MM-yyyy", "MM/dd HH:mm:ss", "MM/dd"

TIPS:

• If you have added new custom fields, you will want to download a new import template to ensure you can enter data into the correct fields. 
• If you are adding leads to specific users or stages prior to completing the import, you will need to make sure you have those users and the stages added if you're wanting to assign them.
• To import any Notes, you will need to ensure you have a Notes Custom Field (this can be a Multiline or Text field)
• When importing addresses, ensure that you have one of the following combinations of information:
  1. Address (house # & street name), City, State, Zip, Country, Lat/Long
  2. House #, Street, City, State, Zip, Country, Lat/Long
  3. House #, Street, City
  4. Address (house # & street name), City
  5. Lat/Long
• There are limits to the number of leads you can import:
  
  • Team Plans can import 5,000 leads per month with NO Lat/Long
  • Business Plans can import 10,000 leads per month with NO Lat/Long
  • Lead import limits are on a rolling monthly basis (ex. you import 5k leads on the 1st and 5k on the 2nd of the month, you'll be able to upload 5k more 30 days after the first upload and another 5k the next day.) 
  • If your file has Latitude/Longitude, the leads with Lat/Long will NOT count towards your daily/monthly import limit

Common Mistakes:

• Changing headers on the import template
• Addresses entered into columns A B&C
• No date entered in with last Visit Result
• Importing over your lead limit
• Not including all of the address components