Leads Bulk Import – Mapping fields

aNinja offers different ways to create leads in your account. Importing leads in a CSV file is one of them. Before the import, you want to sanitize the contacts file to ensure a proper mapping. The correct mapping of leads’ data to aNinja fields saves your data in the right place which makes searching for it easy.

Mapping leads data to aNinja fields

  • For the bulk import, go to Settings > Bulk Import
  • Select the contact’s file.
  • Now, map the data to aNinja fields:
  • The contact name is a required field
    • You can either map it to one field or join 2 fields in case the first name and last name are saved in 2 columns in your CSV file.
  • It’s important to map the data in your contacts file with the right aNinja fields to be able to find them in the right place in the lead view.

You can map all the data you have to all the lead fields in aNinja. You can even create custom fields if they’re not already there.

  • Contact_name:  is a 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.
  • For the custom fields, you can create them immediately when doing the mapping if they were not listed among the fields.

Mapping leads data to aNinja fields

 

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, opportunities, 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.

Have any specific questions on the best ways to import your data?Please contact our Support team at support@aninja.com.

Launch a text or email sequence to a bulk import list

Here are the steps to bulk import a CSV list of leads and launch a text or email sequence targetting those leads.

Locating the bulk import list

  • After the import is complete, you can view the file imported in Settings > Bulk Import > Previous Bulk Imports.
  • Each file has an ID number that identifies it.

Launch a text or email sequence to a bulk import list

Launching a text or email sequence to a bulk import list

There are 2 ways to launch a text or email sequence to a bulk import list:

  1. Go to Settings > Bulk Import 
    • In the Previous Bulk Import section, locate the list you want.
    • Then, click on the number in the Records column.
    • As a result, this opens the leads view where you can view all the leads saved in that list.
    • Also, in the top navigation bar, you can see the query that was used to bring you the data. It looks like:

lead.bulkimport_id=THE BULK ID

    • Save the results as a Smartlist for future use.

2- In the top navigation bar

    • You can search for the bulk list using this query: lead.bulkimport_id=TYPE HERE THE BULK ID

Now, hit the “Bulk Email Sequence” or “Bulk Text Sequence” button to target those leads with your text or email sequence.

Need help? Leave us an email at support@aninja.com. We will happily assist you!

Bulk Leads Import using a CSV or Excel file

You can import your leads in bulk into your aNinja account using a CSV or Excel file.

What’s a CSV file

CSV: a Comma Separated Values file. It’s a plain text file that contains a list of data. These files are often used for exchanging data between different applications. For example, databases and contact managers often support CSV files.

A CSV file has commas in between the values of each column. If there is no comma separating the values of the columns, the CSV file is not valid. And you’ll not be able to import your file to aNinja. So, you want to check the export options that generated this file to make sure the comma is there to have a valid CSV.

Creating a CSV or Excel file for Importing

Make sure the first row in your spreadsheet is a header row (i.e. a row containing column names).

Create and save your spreadsheet as CSV or Excel with the following headers:

Name: contact_name (this field is required)
Primary contact’s email: contact_email1
Primary contact’s phone: contact_phone1

Also, for custom field values, simply prefix “custom.” in the header.
For eg. put custom.location for importing columns with the location.

Bulk Leads Import using a CSV / Excel file

  • You can access the Bulk Import from:
    • + Add Lead on the top right navigation bar

    • Or from Settings > Bulk Import in the left sidebar

  • Hit the Click to select a file

Bulk Leads Import using a CSV file

  • Then, choose the file you created for the upload.
  • And, map the records and click Upload.

  • As a result, all the leads saved in the imported file are now injected into your aNinja account.

You can find all the files that you’ve imported to aNinja in the Previous Bulk Import section. You can download / delete them at any time.

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, opportunities, 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.

Deleting Leads

Deleting leads removes all associated interactions and activities.

Moreover, when you delete a lead, you can no longer retrieve the deleted lead and the contacts, interactions, and activities associated with him.

Deleting a lead in aNinja

In aNinja, you can delete a lead and remove all associated interactions and activities.

  • Go to lead view
  • Scroll all the way down. In the bottom left, click delete.deleting leads
  • And confirm by clicking on Yes, delete it.

Deleting previous bulk imports files

You might want to delete a bulk import that you’ve previously imported to your aNinja account.

Just remember that this removes all associated interactions and activities.

  • On the left sidebar, click on Settings > Bulk import
  • Locate the file you want to delete.
  • On the right side of the page, next to the file you want to delete, click on the delete imported leads link.

Deleting leads in Bulk

If you want to delete leads in bulk, send your request to support@aninja.com and let us know the context. We can bulk delete on our side if there’s a range.

aNinja Leads Forms Integration Channels

aNinja Leads Integration Channels allow you to inject leads from your different channels into your aNinja account.

In this article, we bring you all the integration channels with aNinja.

aNinja Leads Integration Channels

The following are links to the knowledge base pages. In these articles, you can find details of the integration, step by step. Go ahead and click on the links and get all the instructions. Before starting, please make sure you have your aNinja API key.

Where does the imported data appear?

After the integration, you can search your aNinja CRM for the imported leads. Also, you can search for any custom field, opportunities, and any other info that you have imported.

  • Lead’s contacts appears 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
  • Lastly, 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.

Need any help? Please reach us at support@aninja.com and we will happily assist you!