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Understanding the Prospect Import wizard

Use the New button on the Prospect Lists tab of the Prospect Lists landing page to launch the Import Prospects wizard.

The import process has the following two stages:

  • Import
  • Summary


In this stage, provide the following information for the prospect list to import:

Field Description
List Name Enter a unique name for the prospect list.
Tag Optional. Specify a tag to apply to each prospect in the list. You can use tags to group prospects imported from different prospect lists.
File Use the Browse... button to select the prospect list ".xlsx" file.
The columns in the import spreadsheet must correlate with the properties on the prospect class. Use the prospect import template file provided by your application administrator as a template for your prospect lists.
(no label) Choose from the following options for determining the unique id of the prospect:
  • No, auto-generate a unique value for each Prospect - Select this option to have the system generate the unique ID for the prospect. The ID will be a concatenation of the prospect list name and a uniquely generated string.
  • Yes, I will select the column - Select this option to denote one of the fields in the prospect list spreadsheet as the unique field. Additionally, select the Unique column from the list of available fields.

After configuring the necessary fields, click the Create button to initiate the import process and proceed to the summary stage.


In this stage, you can review the results of the import process. If the prospect list is large, use the Refresh action from the Other actions menu to refresh the summary results.

The system displays the following summary information:

  • Number of prospect entries imported
  • Number of erroneous entries skipped

In case of errors, the Rows with Invalid Data section displays the following information:

Field Description
Data Row Row number in the import spreadsheet of the erroneous record
Error Message Error message explaining why the record could not be imported

Use the See Prospect Data link to view a report containing information about the prospect data that was imported.

Once in the summary stage, you can close the import wizard (if desired). To return to the wizard, use the Open action from the Actions menu of the prospect list entry on the Prospect Lists landing page. You can also double-click the prospect list entry to open the wizard.

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