Mapping fields for a successful data import
It’s important to understand the data types for successful fields mapping during the import of data.
Whether you’re importing your contacts in a CSV file, or through API (Forms, Ad campaigns, etc…); saving your data in the right place allows you to easily manipulate it and create Smartlists, search for leads, and launch automation.
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.
All the imported data is located in the Lead view.
aNinja standard fields are found under the categories: Lead’s Contacts, Company, and Address.
The Contact name is the only required field and it’s essential to complete the import.
Prefix your field’s name with “Custom.” so it is saved as a custom field on the lead page.
When importing leads in bulk in a CSV file to aNinja, if you can’t see the fields you need, you can create them manually upon import.
Or, before the bulk import, go to Settings > Custom FieldsWhen doing a bulk import, aNinja anticipates which Custom fields you might want to create and marks them as ‘New’. Mapping to a field marked ‘New’ automatically creates a new Custom Field within aNinja.
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 on 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
In the lead view, the left side is where the lead’s data appears: