Mapping fields for a successful data import

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_country
    • 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.

Standalone / Curl Applications Integration

With Standalone / Curl Applications Integration you can forward leads into your aNinja account simply using a programming code or an API. In this article, we show you how the Standalone / Curl Applications Integration can be done.

Standalone / Curl Applications

The following example is in PHP, but can be repurposed to your language of choice (Python, Ruby, Java, etc..)

Sample PHP API push

/**
* Basic snippet for posting with command line curl
*/
$apikey = '123456';

function doCurl($apikey = null, $data = []) {
$data = http_build_query($data);

$api_base = 'https://aninja.com/api/v1';

$api_endpoint= '/contactform/?apikey='.$apikey.'';

$cmd = 'curl -sL --data ''.$data.'' "'.$api_base.'/'.$api_endpoint.'"';

Fields mapping Table

The following are standard fields you can map to, in addition to any custom fields created in your application that you can see under Settings > Custom fields.

Where does the imported data appear?

After the integration, 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.

Need help with teh Integration? Leave us an email at support@aninja.com. And we will happily assist you.

Javascript API Integration

With Javascript API Integration you can forward leads into your aNinja account simply using a programming code or an API. In this article, we show you how Javascript API Integration can be done.

Javascript applications

The following example is of an API request in Javascript. You can customize off of the following examples to suit your actual code/use case.

Example use cases: Squarespace, Shopify

ajax({
type: 'POST',
url: "https://aninja.com/api/v1/contactform/?apikey=YOUR_API_KEY_HERE",
data:$.param({contact_name : contact_name}) + "&"+ $.param({contact_email1 : contact_email1}) + "&"+ $.param({contact_phone1 : contact_phone1})+ "&"+ $.param({company_name : company_name}),
success: function (data) {
alert('success');
}
});

Fields mapping Table

The following are standard fields you can map to, in addition to any custom fields created in your application that you can see under Settings > Custom fields.

Where does the imported data appear?

After the integration, 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.

Need help with Javascript API Integration? Leave us an email at support@aninja.com. And we will happily assist you.

Webflow Integration using Zapier

Webflow integration can be done either through Zapier or through webhook. In this article, we’re going to show you the Webflow integration using Zapier.

Find your aNinja embed code before you get started. It is the form integration endpoint from aNinja. This is different for each form.

Sending Webflow form submissions to aNinja through Zapier

  • Log in to your Zapier account
  • Click on Make a Zap
  • ‍Choose Webflow as your Trigger App event
  • Connect the Webflow account. Make sure you are logged in to Webflow on the same browser.
  • Select Form Submission as Webflow trigger
  • Choose your Webflow Account
  • Set up Webflow Form Submission by selecting the site you want to receive notifications from and the Form Name
  • Test Trigger
  • For Action, choose Webhook.
  • For Event, select POST
  • Set up action
  • URL: Copy here the aNinja Form Embed code.Webflow Integration using Zapier
  • Payload Type: form

Mapping Fields

Map the Data on the aNinja fields and Form fields

These are the default aNinja fields:

contact_name

address_street1

address_street2

address_city

address_state

address_postalzip

address_country

company_name

company_url

company_description

contact_email1

contact_email2

contact_phone1

contact_phone2

date_created

user_id

Testing the Integration

  • Click Fetch & Continue to test the Webflow connection. Make sure you have at least one recent form submission created or submit a new form submission on your website before testing the connection. If there’s an issue with the connection troubleshoot your Webflow connection with Zapier (see below).
  • Check aNinja if the test lead got through.
  • Rename the Zap.
  • Publish Zap

Where does the imported data appear?

After the integration, you can search your aNinja CRM for the imported leads. You can also search for any custom field and any other info that is collected from the forms. All the data appear in the Lead View.

  • Lead’s contact (Name, address, email, phone, and email) appears in the leads contact 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.

Need help with the Webflow Integration using Zapier? Leave us an email at support@aninja.com. We’re more than happy to assist you.

Webflow Webhook Integration

Webflow integration can be done either through Zapier or through webhook. In this article we’re going to show you the Webflow through webhook

What’s a Webhook?

A webhook is a lightweight API that powers one-way data sharing, triggered by events. And it delivers data to other applications as it happens, meaning you get data immediately. All you have to do is give the webhook provider (e.g.Webflow) a URL to deliver requests to (e.g. aNinja’s URL).

So, with Webflow Webhook Integration you can forward leads into your aNinja account simply by setting up a Webhook for your form submission. Find your aNinja API key before getting started.

Setting up a webhook in Webflow

  • First, log in to your Webflow account.
  • Then, go to your Webflow Project Settings.Webflow Webhook Integration
  • Choose Integrations.Webflow Webhook Integration
  • Click + Add webhook (at the bottom)
  • Here, you need to find your aNinja API key
  • Lastly, Set the webhook on “Form submissions” and use the endpoint URL: https://leads.aninja.com/handlers/webflow/redirect.php?apikey=YOUR_ANINJA_API_KEY <– replace with your aNinja API key.

Fields mapping

aNinja expects the form to have the fields Name and email.

  • Name: Map it to contact_name (required field)
  • Email: Map it to contact_email1

Where does the imported data appear?

After the integration, you can search your aNinja CRM for the imported leads. The name and email appear in the lead’s contact section in the lead view. Need help with Webflow Webhook Integration? Leave us an email at support@aninja.com. And we will happily assist you.

Assigning a bulk import list

Assigning a lead to a user allows you to efficiently follow up with your lead and close him quickly. Especially if you have distributed the tasks between your team members to better close leads. How about assigning a bulk import list to a specific user!

Assigning a bulk import list to a user

  • When preparing the leads file, add a column in your CSV sheet called User_id.
    • You can find the user_id in Settings > Users > next to the user name.
  • And set the column values to the User ID of the user you want to assign the leads to.

Mapping the user ID to aNinja field

When importing your CSV file, you want to map the user ID in your CSV file to user_id in aNinja fields.

Where does the user ID appear?

After the import, the user ID you’ve added to your contacts list will show in the lead view of the imported leads > in the Assigned to section.Assigning a bulk import list

Note: As long you have “Users can only see Leads assigned to them” enabled under Settings > Global Settings, then users (unless admin) can only see leads assigned to them.

Need help in assigning a bulk import list? Leave us an email at support@aninja.com and include the CSV file. Let us know the user you’d like to assign.

Bulk text sequence not reaching all leads

Bull Text Sequence not reaching all leads

When launching a bulk text sequence to your leads, the system uses the contact phone numbers that were created or imported upon the creation of the lead.

It is important to fill in the right info so your bulk sends properly and reaches all the leads.

During the mapping when importing a CSV file, use this aNinja field:

contact_phone1 –> to be mapped to the phone number

Note: Make sure the primary phone number saved to your lead contact is a mobile number. The system can’t identify the landline from the mobile numbers, and the leads will not receive your messages.

 

Squarespace API Integration

With Squarespace API Integration you can forward leads into your aNinja account simply using a programming code or an API. In this article, we show you how the Squarespace API Integration can be done.

Squarespace API Integration

The following example is specific to Squarespace (add in the “Page section Settings > Advanced tab > Page header code injection text area section for the page where you have the form you want to forward into aNinja).

// SQUARESPACE - example 1
// Add in javascript advanced:
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.2.1/jquery.min.js"></script>
<script>
$(document).ready(function() {
$('form').submit(function(e) {
var contact_name = $("input[name='fname']").val();
var contact_email1 = $( "input[name='email']").val();
var phone_areacode = $('*[data-title="Areacode"]').val();
var phone_prefix= $('*[data-title="Prefix"]').val();
var phone_line = $('*[data-title="Line"]').val();
var contact_phone1 = phone_areacode+phone_prefix+phone_line;
var subject = $($('select')[0]).val();
var pref_contact_method = $($('select')[1]).val();
var message = $('textarea#textarea-yui_3_17_2_1_1442700176413_134868-field').val();

$.ajax({
type: 'post',
url: "https://aninja.com/api/v1/contactform/?apikey=YOUR_API_KEY_HERE",
data: {
'contact_name': contact_name,
'contact_email1': contact_email1,
'contact_phone1': contact_phone1,
'your-comments': 'message: '+message+' subject:'+subject+' pref_contact_method: '+pref_contact_method
},
success: function (data) {
// alert('success');
}
});
});
});
</script>

Fields mapping Table

The following are standard fields you can map to, in addition to any custom fields created in your application that you can see under Settings > Custom fields.

Where does the imported data appear?

After the integration, 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.

Need help with Squarespace API Integration? Leave us an email at support@aninja.com. And 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.

Calendly API Integration

Calendly is an online Calendar that helps you schedule meetings without the back-and-forth emails. Moreover, Calendly appointments can now be automatically added to your aNinja account. You just need to activate the Calendly API integration.

The integration requires a “Professional” account with Calendly.

Activating the integration with Calendly

  • First, click on Browse Marketplace

  • And, click on Install under Calendly

  • Then, hit Configure

  • Click on Profile > Calendly Integration

  • You will be redirected to your user profile. Hit Calendly Integration

  • Under “Add your Calendly API v2“, add your Calendly Personal Access Token.
    • Click on “Get your Calendly Personal Access Token” to be redirected to your Calendly account.

  • Lastly, click on Update Personal Access Token.
  • You can see the Calendly account details:

  • To complete the integration, you want to activate ONE of the two webhooks:
    • Calendly User Webhooks
      • This triggers the webhooks for subscribed events that belong to the specific user.
    • OR Calendly Organization Webhooks:
      • This triggers the webhooks for ALL the subscribed events within the Organization.
  • If you can’t see the webhooks data under the User / Organization Webhooks, you want to check your Calendly plan. The integration requires a “Professional” account.
  • You want to click on Refresh Webhooks every time you make changes to the webhooks.

Now, any Calendly event automatically injects a lead into your aNinja account.

We’ve added a custom field ‘calendly_webhook_user_id‘ to the new leads created via Calendly. It represents the id of the user where the Calendly webhook is configured.

You can include the calendly_webhook_user_id in the trigger’s conditions, to e.g. assign the lead to the correspondent user.

Fields mapping

To ensure all the fields in your Calendly forms are transferred to the lead contacts and custom fields, please use the below naming for the Calendly fields and map them to the correspondent aNinja fields:

  • Name: map to contact_name (this is the only required field for the mapping).
  • Phone Number: map to contact_phone1
  • Email: map to contact_email1

My Calendly Integration Stopped Working

In this case, please check the following:

  • Firstly, if Calendly has regenerated or changed the Personal access token, then you should update it in aNinja for the integration to work.
  • Secondly, check if the Calendly App in aNinja is still active.
  • Lastly, check if your Calendly account is still active and that it allows for API integrations (Professional plan).

After the integration, any Calendly appointment will automatically inject a lead into your aNinja account.

Where does the lead data appear

After the integration, you can search your aNinja CRM for new leads. You can also search for any custom field, opportunities, and any other captured info.

  • Lead’s contact appears in the leads contact 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.

Need help with the Calendly API integration? Leave us an email at support@aninja.com. And we will happily assist you!