Overview:
This article will outline the required fields and best practices for our Tripleseat support members to upload Lead Data successfully into Tripleseat software.
Requirements:
Below, you will find a list of required and acceptable headers for the lead import template:
- First_name - required
- Last_name - required
- Full_name - required,
- can be used in place of first_name & last_name
- Email_address - required
- Phone - required
- owner - required
- Created_at (submitted date)
- Event_date
- Start_time
- End_time
- Event_style
- Onpremise
- Largeparty
- Pickup
- Catering
- Dropoff
- Delivery_instructions
- Offsite_address_full
- Offsite_address_street
- Offsite_address_street2
- Offsite_address_city
- Offiste_address_state
- Offsite_address_zip
- Offsite_address_country
- Offsite_address_full
- Company
- Event_description
- Guest_count
- Location
- Additional_information
- Lead_source
- Email_opt_in
- Turned_down_at
- Turned_down_reason
- Converted_at
Best Practices & Tips
* When formatting the leads template, the conversion/deletion dates must be included so that the leads do not all get imported as 'new.' This ensures accurate lead reporting for the customer.
* While Email and Phone are both listed as required, the import tool only requires one to be included, not both. So you can import a lead with only an email and no phone number, and vice versa.