Step 1. To import leads data you need to first go to the lead import page there is only one way of reaching the Lead Import page.

From the left menu by clicking on CRM then Lead Import.

Step 2. Once you are on a Lead Import page click on the Select Files button in white color and choose the file in CSV & Excel format from your local machine and click open.

Step 3.Once you have selected the file its name will be shown under the Select Files button then you have to click on the Upload button so it can be uploaded to the ERP Gold system.

Step 4.After clicking on Attach button system will show you the process window where you can select the records header from the drop-down list and then click on the Process button so records will be saved to the chosen header.

Step 5.When we click on the remove file button it will attach or remove the current file.

1.Select Files: Users will select CSV & Excel files to be uploaded by clicking on this button.

2.Attach: Users will Upload the file by clicking on this button.

3.Remove Files: Users will click this button then files are removed.

4.Upload To Leads: Users click the "Upload to leads" button then it will add the Excel file to the main lead screen.

5.Update Existing records: We update the status record when we click the upload button after clicking the update status record check box.

6.Company Name: User will select the company name in this column.

7.Title: Users will select the title in this column.

8.First Name: Users will select the first name in this column.

9.Middle Name: Users will select the middle name in this column.

10.Last Name: Users will select the last name in this column.

11.Email: Users will select the email in this column.

12.Phone: Users will select the phone number in this column.

13.Mobile: Users will select the mobile number in this column.

14.Fax: Users will select the fax in this column.

15.Country: Users will select the country in this column.

16.City: Users will select the city in this column.

17.State Province: Users will select the state province in this column.

18.Street Address: Users will select the street address in this column.

19.Zip Postal Code: Users will select the zip code in this column.

20.Web URL: Users will select the web URL in this column.

21.Twitter: Users will select the twitter account in this column.

22.Linked In: Users will select the linked in,in this column.

23.Facebook: Users will select the Facebook account in this column.

24.Google Plus: Users will select the google plus account in this column.

25.Lead Source Event Name: Users will select the lead source event in this column.

26.Company Description: Users will select the company description in this column.

27.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment. 

28.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is a 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.

29.Corporate Employee Size: Users will select the number of employee in company.

30.Computer Expense: Users will select the computer expense in this column.

31.Annual Revenue: Users will select the annual revenue in this column.

32.Service Description: Users will select the service description in this column.

33.Products Services: Users will select the product services in this column.