Importing Leads

Modified on Thu, 5 Jun at 3:16 PM

MyTime simplifies lead management by allowing businesses to easily import lead data via CSV files. Whether you have existing leads or are adding new ones, MyTime streamlines the process.

Things to know:

The ability to import leads is governed by the "Manage Clients Setup Menu" access control setting.
When importing leads, you can upload up to 1,000 leads per file. This ensures a smooth and successful upload process. If your spreadsheet contains more than 1,000 leads, the file will not load in the import tool.
Your file must be in CSV format and follow the MyTime Import Template. Using a different format or template may result in errors or incomplete data import.
Do not delete or rearrange any default columns in the spreadsheet.
You may add, remove, or reorder columns that correspond to custom fields only.

CONTENTS

Import Lead List
Column Descriptions

Import Lead List

To import your lead list:

Navigate to the Clients tab > My Leads
Select the "Manage Leads" drop-down menu > Import Leads
The screen below will appear. Download the MyTime Lead Import Template
Locate the downloaded Excel (.xls or .xlsx) file on your computer and open it using Microsoft Excel or a compatible spreadsheet software.
Enter your lead information into the designated columns of the spreadsheet. Verify the accuracy and completeness of the data to ensure a seamless import process.
After completing the entry of your leads' information, save the Excel file as a comma-separated values (.CSV) file.
Return to the Import section in MyTime.
Click the "Upload" button
Select the CSV file from your downloads. Once your file has been uploaded, click the "Import" button

Column Descriptions

Column	Description
client_id	A unique ID for the client. If you don't have a client_id, you need to generate one. You can use a number sequence that is easy to remember.
client_first_name	The first name of the client
client_last_name	The last name of the client
email	Email address of the client
mobile_phone	Mobile phone number of the client
home_phone	Home phone number of the client
work_phone	Work phone number of the client
street_address	Street Address of the client's home
street_address_2	Second street address line of the client's home
city	City of the client's home address
state	State of the client's home address. Two-letter state code e.g. CA/NY/NV
zip	Zip code of the client's home address
country	Two-letter country code e.g. US
gender	This field is optional. Enter 1 for female, 2 for male
date_of_birth	Birthdate of the client
can_receive_automated_emails	Has the client asked to receive appointment-related emails? (Enter 1 for yes and 0 for no)
can_receive_automated_sms	Has the client asked to receive appointment-related SMS (text messages)? (Enter 1 for yes and 0 for no)
can_receive_manual_emails	Has the client asked to receive email campaigns? (Enter 1 for yes and 0 for no)
can_receive_manual_sms	Has the client asked to receive SMS campaigns? (Enter 1 for yes and 0 for no)
can_receive_manual_sms_confirmed_at	If this field is present, the client will be considered double opted in. Format - Year-Month-Day Hour:Minute:Second Timezone. Example: 2021-09-20 13:05:20 UTC
contact_preference	The client's preferred contact method - 'Email', 'Text Message', 'Home Phone', 'Work Phone', or 'Mobile Phone'. This field is optional.
client_since	The date the client first visits
notes	Free-text field for client notes. This field is optional.
preferred_employee_id	This field is optional. This is the employee ID of the primary service provider for the client.
preferred_location_id	This field is optional. It represents the location the client visits most frequently or prefers to book appointments. To assign a preferred location, enter the store ID of the desired location. This ID must match the value listed in the Store ID field within the Edit Location modal, found by navigating to Business Setup > Business Profile. If no Store ID is currently set in the business profile, you can add the system-generated number shown in the top-right corner of the Edit Location modal in the Store ID field or enter any unique combination of letters and/or numbers as the Store ID.
deleted	This column determines if the client should be deleted or not. Enter "FALSE" to not delete the client or "TRUE" to delete the client
custom_field X	You can include the names of various custom fields, such as labels, weight, occupation, and others you want to set up.
associated_location_ids	This field specifies which locations a client should be linked to. Associating clients with specific locations ensures they receive relevant marketing messages. You can enter one or more location IDs. If entering multiple IDs, separate them with a semicolon. Location IDs can contain numbers, letters, or a combination of both. Before using this field, make sure the Store ID is filled out for each location in Business Setup > Business Profile > Edit Location. You can either use the number displayed in the top right corner of the Edit Location modal or enter a custom ID of your choice.

Your leads will now be visible in the Leads tab within MyTime. For large lead lists, the upload process may take several minutes. In the event of any import issues, you will receive an email detailing the specific errors and identifying the corresponding rows in the CSV file where the errors occurred.

For more information contact us at support@mytime.com.