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.

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.

Porting a Phone Number to aNinja

Porting your US phone number to aNinja is a six-step process that can take up to four (4) weeks depending on the type of number you are porting and the country the number is located in. The process includes coordination between our upstream provider and your service provider to transfer the number to aNinja.

If we are porting a number to our Twilio carrier, see additional instructions here: https://support.twilio.com/hc/en-us/articles/223179348-Porting-a-Phone-Number-to-Twilio

Porting the phone number to aNinja

Step 1 – Submit your port request

Email us at support@aninja.com and go to the Porting Request page.

  • You will need the following for a successful request:
    • The authorized user or owner’s first and last name.
    • The corresponding service address. This must be an actual physical address.
      • PO Boxes are not valid addresses.
    • A Letter of Authorization (LOA) signed by the authorized user and/or owner of the number(s). Note that the information on your LOA must match the authorized user name and service address provided by your current carrier.
    • Obtain a Customer Service Record (CSR).
    • A scanned (or electronic) copy of the most recent phone bill, within the last 30 days, that includes the account, owner/authorized user name, and address information for all the numbers you’d like to port.
    • The last 4 digits of SSN (seems to now be required by Twilio / telephony provider to prevent abuse).

  • Read the most common reason for rejections to avoid them.

Be sure to configure each phone number, particularly your voice URL, messaging URL, and/or SIP trunk, so that the phone numbers are ready in advance of the porting date.

    • You can configure your numbers at any point of the porting process.
    • Find the numbers in Port In Request or Active Numbers to configure your numbers.
Step 2 – Number gets approved by Twilio
  • If everything in Step 1 was done correctly, you can expect your porting request to be approved in 24 hours.
  • Again, depending on the type of number you are porting (for example, Toll Free or Landline), the approval time may vary.
Step 3 – Number is submitted to Carrier Partner
  • This can take up to 24 hours.
  • Your request is then submitted to your soon-to-be former carrier as a port request.
  • During this time, do not close your account with your carrier and keep your numbers active.
Step 4 – Carrier Partner reaches out to Losing Carrier

This can take one (1) week to complete.

Step 5 – Response from carrier

At this point, your request will either be approved or rejected:

  • Approved:
    • If approved, then you will receive a porting date of when your number will ported to aNinja.
  • Rejection: These occur for a variety of reasons such as
    • An incorrect PIN for an account
    • An address or zip code that doesn’t match the current carrier’s record
    • A port request made by an unauthorized user on the account.
    • Read more about common reasons for port request rejections here.
    • Additionally, you will need to reach out to your losing carrier to find out what’s needed to move forward. Depending on the needs of the carrier, this will add an undetermined amount of time to your porting request.
Step 6 – aNinja reaches out to you with your porting date
  • aNinja will send you an email of your porting date for when your number will be transferred to aNinja.
  • Once your date has passed and you’ve verified the number has transferred to your aNinja, you can begin using your number.