When starting with InTouch, clubs often have existing leads or members in a separate database. InTouch can import a .csv file of these contact records into your site(s). The benefit of a lead import is easy - less data entry for you! An import also allows for certain dates to be backdated so that the lead falls into the appropriate followup schedule. For example, a 2-week old lead will show as a 2-week old lead instead of a 1 day old lead if you were to enter it manually. The benefit of a member import is having the ability to assign Member Retention followup, to send an email to all members, and for our referral feature of linking an existing member to a new lead.

Data File Requirements

IMPORTANT!

Send your data as you want it to be imported. InTouch does not automatically scrub data, check for duplicate records in a file, or compare lead records to member records, etc. If you would like help with your files, please speak with your InTouch Rep prior to sending your import file.

FILE FORMAT

.csv format preferred, but any any Excel format should be okay
Submit dates in YYYY-MM-DD format (3/1/2014 can mean March 1st for some and January 3rd for others - don't leave it to chance (or Excel) to decide which to use!)

REQUIRED FIELDS

The following fields are required for ALL Contacts:

First Name
Last Name
Lead Created Date
Lead Owner (must be an active Sales Rep or can be left as Unassigned)
If your InTouch will be integrated with your Club Management System (CMS), and this lead is already in your CMS, you will need an additional column for the CMS User ID. Our Support Services team can get you the name of this ID field as it is specific to each CMS.
If Contact is a Member, add to the above:
- Sold Date
- Member Retention Owner (must be an active staff, can be listed as Unassigned or leave blank to assign it to the Lead Owner)
If Contact is a Former Member, add to all of the above:
- Cancellation Date

OPTIONAL FIELDS

Date of Birth (DOB)
Gender
Mobile
Home Phone
Work Phone
Email Address
Street
City
State
Zip Code
Country
Company
Custom (a field of your choosing)
License/ID
Lead Visited Date
Trial Start Date (must also include a Trial End Date)
Trial End Date (required if including a Trial Start Date)
Contact Method (A Contact Method can be one of the following: Text Message, Leadbox, Outreach, Telephone Inquiry, Email, Unknown, Walk-In, Web Lead, Member Referral, Import)
Lead Source
Lead Source Details
Notes (up to 512 characters)
Product Details
Cancellation Reason (for Former Members)

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