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Import leads from a spreadsheet

Import leads from a spreadsheet into Zigaflow, creating missing customers and contacts, mapping columns and saving the mapping for later imports.

Zigaflow allows the import of leads from a spreadsheet. It will create customers and contacts not already in the system during the import, making it easy to get up and running with a new set of leads.

It will check the name of a customer/company against what already exists before creating a new record, so make sure that where the customer/company should already be in Zigaflow, the names match exactly.
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Prepare your spreadsheet

The spreadsheet should consist of these columns at a minimum:

Pipeline – the lead pipeline.

Status – the initial status of the lead.

Customer – the customer/company. If the customer does not already exist in Zigaflow it will be created by the import process.

If a contact for the lead can be imported in the same file and if they do not exist in Zigaflow, they will be created on import. Split by full names into first and second names columns.
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Open the leads import

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Import Center"

Settings menu with Import Center highlighted, showing import options like Suppliers, Leads, Quotations and Invoices

3. Click "Flexi"

Import Center settings page with the Flexi tab highlighted in the left import menu, above Items, Variants and Stock

4. Click "Leads"

Import Center Flexi section with the Leads tab highlighted in the sub-menu below Items, Customers and Contacts

5. The spreadsheet can look similar to this

Example lead import spreadsheet with columns Pipeline, Status, Customer, First Name, Second Name, Contact Email, Phone, Note

6. Drag and drop the import file here

Flexi Import Lead step 1 of 3 with the Select Files or Drag & Drop Here upload field highlighted for the .xls or .xlsx file

Map the columns

7. Map the mandatory fields in the Zigaflow to the import spreadsheet's columns

Import Step 2 of 3 Mandatory Fields panel with the Spreadsheet Header dropdown for Client Name highlighted

8. Map the optional fields in the Zigaflow to the import spreadsheet's columns

Optional Fields mapping section with the empty Zigaflow Field dropdown beside the First Name spreadsheet header highlighted

9. Click "Next" to complete the import

Optional Fields section mapping spreadsheet headers to Zigaflow fields, with the Next button highlighted to finish the import

Check and save the import

10. Check the message bar for the success or failure of the import

Flexi Import Lead step 3 of 3 showing Import Complete with message bar reading 2 Lead created, 0 Lead updated

11. Save the mapping to re-use the column settings for later imports

Flexi Import Lead Step 3 of 3 showing Import Complete, with "Trade Show" typed in Save this mapping and Save Mapping highlighted

Learn more: leads in Zigaflow

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