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Bulk Import to Leads

These are the values being imported for ESS into the leads entity. chart below shows the fields that are needed in the Lead entity to support this.

 

Import File

Lead Entity Field

Notes

OpportunityStatus

Opportunity Status

OpportunityType

Opportunity Type

Activity_01_Value

Source

Activity_01_Description

Lead Field Needed

Activity_01_Date

Lead Field Needed

Activity_02_Value

Lead Field Needed

Activity_02_Description

Lead Field Needed

Activity_02_Date

Lead Field Needed

FirstName

First Name

MiddleName

Middle Name

LastName

Last Name

NameSuffix

Lead Field Needed

Address_01_Street1

Street 1

Address_01_Street2

Street 2

Address_01_City

City

Address_01_StateProvince

State/Province

Address_01_PostalCode

ZIP/Postal Code

Address_01_CountryRegion

Country/Region

Email

E-mail

ESSMarketScore

Lead Field Needed

ESSRankScore

Lead Field Needed

ESSRawScore

 

Lead Field Needed

Organization_01_Code

High School Code

Organization_01_GPA

Lead Field Needed

Birthday

Birthday

Gender

Gender

EntryTerm

Entry Term

AcademicMajor

Major

SecondAcademicArea

Lead Field Needed

Interest_01_Value

Lead Field Needed

Interest_02_Value

Lead Field Needed

Interest_03_Value

Lead Field Needed

Interest_04_Value

Lead Field Needed

Interest_05_Value

Lead Field Needed

Interest_06_Value

Lead Field Needed

Interest_07_Value

Lead Field Needed

Interest_08_Value

Lead Field Needed

ReligiousPreference

Lead Field Needed

HispanicYesNo

Lead Field Needed

Race_01_Value

Ethnicity

Race_02_Value

Lead Field Needed

 

 Added by Doug:

 

UserName - already in Lead

Password - already in Lead

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