Leads: To Import Leads from a Purchased List

The following activity demonstrates how to import a purchased list of leads to MYOB Advanced by using an import scenario.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are Bill Owen, a marketing manager of the SweetLife Fruits & Jams company. SweetLife uses purchased lists as sources of leads. The lists are imported into MYOB Advanced so that all records are stored in a single place, managed, and classified. You have acquired a new purchased list, PurchasedLeadsStores.xlsx, which has the contact information of employees at stores and supermarkets. You need to import these leads from the Microsoft Excel file to MYOB Advanced.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

  • On the Enable/Disable Features (CS101000) form, the Customer Management feature has been enabled.
  • On the Lead Classes (CR207000) form, the STORE lead class has been added.
  • On the Data Providers (SM206015) form, the Import Leads from Excel data provider has been added and configured.
  • On the Import Scenarios (SM206025) form, the Import Leads from Excel import scenario has been configured. This scenario can be used for the import of leads from a Microsoft Excel file to MYOB Advanced. The Import Leads from Excel data provider is used for this import scenario. The imported leads will belong to the STORE lead class. For details, see Configuring Import Scenarios.

Process Overview

On the Import by Scenario (SM206036) form, you will select the Import Leads from Excel import scenario and then upload to the system the Microsoft Excel file with the purchased list of leads. After that, you will prepare the data so that the system validates the rows of records, and then you will initiate the import process.

System Preparation

Before you start importing leads from a purchased list to MYOB Advanced, do the following:

  1. Launch the MYOB Advanced website with the U100 dataset preloaded.
  2. Sign in to the system as marketing manager Bill Owen by using the following credentials:
    • Username: owen
    • Password: 123
  3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Advanced screen, the SweetLife Head Office and Wholesale Center branch is selected.
  4. Download the file PurchasedLeadsStores.xlsx to your computer.

Step 1: Importing Leads from a Purchased List

To import leads from the purchased list in the PurchasedLeadsStores.xlsx file, do the following:

  1. Open the Import by Scenario (SM206036) form.
  2. In the Name box of the Selection area, select Import Leads from Excel.
  3. On the More menu, under Processing, click Clear Data to make sure that the history of scenario execution and prepared data has been cleared.
    Tip: You open the More menu by clicking the More button (…) on the form toolbar.
  4. In the Warning dialog box, which opens, click Yes.
  5. On the form title bar, click Files.
  6. In the Files dialog box, which opens, do the following:
    1. Click Browse.
    2. In the window that opens, find the PurchasedLeadsStores.xlsx file.
    3. Click Upload. The information about the uploaded file is displayed in the table of the Files dialog box.
    4. Close the Files dialog box.
  7. On the form toolbar, click Prepare. The table on the Prepared Data tab becomes populated with the data from the uploaded file, with each row corresponding to a lead. In the Selection area of the form, notice that the Number of Records box contains 10, which represents the number of leads that have been prepared to be imported in the system.
  8. On the form toolbar, click Import to initiate the import of the selected records. You will see a notification with a green vertical bar and a message indicating successful processing. Notice that in the table, for the imported records, the check boxes in the Processed column are selected.

You have imported to the system leads from the purchased list in the PurchasedLeadsStores.xlsx file. On the Leads (CR301000) form, you can see all newly imported leads.

Step 2: Reviewing the Data of a Newly Imported Lead

To review the data of the newly imported Irene Baker lead, do the following:

  1. Open the Irene Baker lead on the Leads (CR301000) form.

    On the Document tab of the Summary area, notice that in the Status box, New is inserted and in the Source box, Purchased List is inserted. On the Contact Info tab, notice that the contact information from the PurchasedLeadsStores.xlsx file is inserted.

  2. Open the CRM Info tab. In the Lead Class box, notice that STORE is inserted. In the Contact Method box, notice that Phone is inserted.

You have reviewed the data of the newly imported lead and made sure that it has been correctly imported from the PurchasedLeadsStores.xlsx file.