Ready to import leads into Xencall? Get started here.
Xencall's Import Tool makes it easy to quickly load leads into your CRM. In this guide, we'll walk you through how to prepare your lead files to work optimally with Xencall. You'll also learn what options are available for configuration and settings in the Import Tool, and how to review your results afterwards.
- Step 1: Prepare a Lead File for Import - Learn how to format your data for best results.
- Step 2: Upload a Lead File for Import - Upload your lead file to the Import Tool.
- Step 3: Field Mapping for Import - Match the data in your file with Xencall's fields.
- Step 4: Configuring Import Settings - Decide how your file will be processed.
- Step 5: Import and Review Leads - Import your file and review your results.
Need help with importing your data? Don't hesitate to reach out to our Technical Support team for advice!
Watch the video below to see an overview of importing leads.