Inside the Advanced Import section is an option to upload your leads into if3 by downloading our import template and transferring data from your import file into the template file and upload it into InvestorFuse. For reference, the downloaded template is unique to your team and includes your custom fields.
- Select a team on the left menu
- Click ⚙️ the cogwheel icon
- Select Team Settings
- Click Advanced Import
5. Select Process
6. Click on Download to download the import template
While entering data into the sheet, There are fields that have a drop-down in the system i.e. Property Type, Motivation. Since these fields will not translate directly into what's in the drop-down if you just copy and paste, you must input the ID that corresponds with the drop-down in the system. The Validators will inform you what ID you need to map into what field for the information to translate correctly.
In the Motivation section, the drop-down contains Hot, Warm, and Cold as the options. Hot - 300, Warm - 200, and Cold -100. So instead of putting Hot in your import template, you will put 300, that way it will translate into the system as a Hot lead.
*For the Owner/action assignee columns, enter the email of the team member you want to own the Opportunity/own the Action
To Access Validators
7. Click on the field labeled Validators
8. Select any criteria you need to transfer into your file then copy and paste the validator ID into your file
Once you upload the file and if everything is mapped correctly, you can go to the Validate part where you can check all the information in the spreadsheet to ensure there are no errors while running the import. The system will highlight any areas that need changes.
Click on "Start Auto-validation Process" and the system will return any errors that need to be fixed. You may upload the leads that had no errors first, then run a second upload with only the leads that had errors in them after you've fixed the errors.
Once everything is validated, you can Review in case you need to make any further changes and then run the import by clicking on Finish and your leads will be uploaded into InvestorFuse team.
In this section you can see a history of your imports, you can also choose to reverse the import from here in case you need to make any edits after you upload. This option is available in the Actions column. This feature allows you to reverse the import(remove all the leads uploaded during that specific round of Imports) make any changes you need to then re upload them afresh.