Mapping fields for a successful data import

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It’s important to understand the data types for a successful fields mapping during the import of data. Whether you’re importing your contacts in a CSV file, or through API (Form submission, Ad campaigns, etc…); saving your data in the right place allows you to easily manipulate it to create Smartlists, search for leads, and launch automations.

Data Types

Mapping fields for a successful data import:

aNinja has both Standard fields which are the built-in default fields and Custom fields, which you customize to your needs.

Standard Fields

aNinja standard fields are found under the categories Lead’s Contacts, Company, and address.

  • Contact name: contact_name – is the only required field and it’s essential to complete the import.
  • Primary contact’s email: contact_email1
    • You can also add a second email – contact_email2
  • Primary contact’s phone: contact_phone1
    • You can also add a second phone number – contact_phone2
    • Here we recommend choosing the mobile number to be the primary contact phone
  • Company URL: lead.company.url
  • Company description or name: lead.company.description 
  • Lead Opportunities: lead.opportunities
  • Lead Address:
    • address_street1
    • address_street2
    • address_city
    • address_state
    • address_postalzip
Custom Fields

If you can’t see the fields that you need, you can create them manually upon import. Or in Settings > Custom Fields

Upon import, aNinja anticipates which Custom fields you might want to create and marks them as ‘New’. Mapping to a field marked ‘New’ creates a new Custom Field within aNinja.

Prefix your field’s name with “Custom.” so it is saved as a custom field in the lead page. (e.g. Custom.Source)

Types of Custom Fields

When you create a custom field in Settings > Custom fields, you can designate its type:

Text – For text input
Link – For fields with any link/URL
Date – Date in YYYY-MM-DD format
Dropdown – Fields with multiple options dropdown

Then, you can use it in the lead page and assign it a value to be able to group/search for specific leads when needed.

Where does the imported data appear?

After the import, you can search your aNinja CRM for the imported leads. You can also search for any custom field and any other info that you have imported.

  • Lead’s contacts appear in the leads contact section in the lead view
  • Opportunities also appear in the opportunity section in the lead view
  • The company’s info appears on the top left of the lead view, in the Company section.
  • Custom fields appear in the custom field section of the lead view
  • Lead Search is a field that also appears in the bottom left of the lead view. Specifically, these are info/links on the lead or the organization found in Google search.
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