By importing potential Leads, you can perform a massive entry of information into the system, optimizing your time and making it easier to manage and work with these contacts.
Check the steps below to perform this procedure:
Access the functionality "Leads":
Through “Find Services”. Or just type the name, and the function appears.
📄 Instructions for Spreadsheet Import in SprintHub
To ensure that the import of leads or companies occurs correctly, carefully follow the guidelines below:
📌 Spreadsheet Structure
The columns of the spreadsheet must be exactly the same as the "aliases" of the custom fields of the company or lead you want to import.
To make it easier, download the template spreadsheet with the aliases already configured by clicking the “Download Template Spreadsheet”.
📞 Format for Phone Fields
For fields of type Phone, use the format:
Country code + Area code + NumberExample:5511999999999
📅 Format for Date and Date/Time Fields
Provide the date format in the spreadsheet or select the option “I will not import dates” if you do not wish to import this data.
We recommend the ISO format for all dates:
Example:2025-01-01T03:00:00.000Z
👤 Specific Fields
Owner (owner): Provide the ID of the user responsible for the lead or company.
Photo (photoUrl): Enter a valid URL for the image.
Points (points): Set the number of points assigned to the company or lead.
Creation Date (createDate): Use to import the backdated creation date. If you do not fill in this column, the system will record the current date.
Tags (tags): List tags separated by commas. They will be automatically created and associated with the lead.
Example:New Customer,Priority Lead
Company (company): Provide the name of the company associated with the lead. If it does not exist in the system, it will be created automatically.
🔄 Updating Existing Leads
If you want to update one or more leads already registered in SprintHub:
Add a column called id in the spreadsheet.
Provide the ID of the existing lead in the corresponding field.
✅ Final Tip
Always review your spreadsheet before importing to avoid errors and ensure that all fields follow the format required by the system.
Conclusion
By correctly following these instructions, you ensure that the import of your leads and companies into SprintHub occurs quickly, organized, and error-free. Use the template spreadsheet as a reference and pay attention to the required formats for each field type.
This feature facilitates bulk contact management, optimizing your time and keeping your data always up to date in the system.
If you have any questions, consult our support materials or contact SprintHub support.
