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It is the responsibility of the club to make sure your files meet the guidelines below. Import Imported records from CSV files that are not sent properly often do not adhere to teh criteria outlined in this document cannot be reversed once imported. If reversal is an option, it is still often messy and undesirable... and costs the club an additional fee for development work to remove leads/members Please triple check your CSV files comply with these criteria BEFORE you submit them to InTouch Follow-Up. |
- Check your files for duplicates.
- InTouch Follow-Up does not scrub data, check for duplicate records in a file, or compare lead records to member records. It is the club's responsibility to send data as they want it to be imported.
- Make sure your data meets all requirements.
- A record with neither a phone number or email address cannot be imported. It is the club's responsibility to sort the file and add any "filler data" desired to ensure those records are imported.
- A record missing a Lead Created Date (for Leads) or Join Date (for Members) cannot be imported
- Make sure you include a Lead Owner or Member Owner
- If this column is blank, records will be imported as Unassigned
- Unassigned Leads and Unassigned Members are not sent emails nor scheduled on anyone's Agenda for calls
- Unassigned Leads can be transferred in bulk under Admin>Transfer
- Member Records CANNOT be transferred in bulk
- Keep a copy of your file
- If requested, InTouch can provide a summary of imported records to include the number of leads or members imported. You can use this number to compare to your actual file numbers to the number imported.
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