I’ve successfully imported a large list of leads into Cetec. However, I encountered an issue where I’m unable to import the contact names and addresses simultaneously. Could you please advise on the most efficient way to import the contact names and addresses for each lead? Additionally, is there any way to import both leads and their associated contacts/addresses together in a single process?
For contacts and addresses, you’ll follow a similar process, but since they are different data tables, will require 3 separate imports. So you will have an import for Contacts and an import for Addresses. All of which can be found under the data import documentation under Admin > APIs & More > Data Import Documentation.
A way to streamline this would be formatting your excel file. You could include the data in a ‘master’ file, and then just re-use that spreadsheet for each data set, or copy/paste into a separate file specific to Leads, Contacts, or Addresses.