Import File Layout

Refer to Importing task lists for the steps to import a task file.

The following is needed in order to import tasks to a campaign:

  • An existing Import Call List type campaign that has already been configured.
  • A header record as the first row, with unique column names.
  • The list of tasks is in a spreadsheet program (e.g. Microsoft Excel or Google Sheets) saved as – or exported to – a comma-separated value (CSV) file.
  • The CSV file includes at least a 'Last Name' and 'VIN' column indicating the customers who need to be contacted.

 

Also note the following when importing:

  • The import file can be a maximum of 10,000 records.
  • An external customer list can only be imported into an Import Call List type of campaign.
  • Tasks imported into a campaign are appended to the end of the existing tasks.
  • The external list must be in CSV format.
  • The first row must be a Header record.
  • The import ignores a duplicate row if all fields match those in another row in the file.
  • The list data must adhere to the import file layout shown below:

 

Field Name Description
Type This field flags the customer as Active or Inactive. For example, a Lost Customer would be considered Inactive.
Sale Type A customer would be considered New if the purchase was made within a specified time period. e.g. all vehicles purchased in the last month would be considered New.
VIN Vehicle Identification Number.
Year Year of the vehicle's model.
Make Make of the vehicle.
Model Model of the vehicle.
Last Name Customer's last name.
Mid Customer's middle initial.
First Name Customer's first name.
Address Street #, street name, apt #.
City City.
State/Prov 2 Character abbreviation for State or Province.
Zip Zip Code for US in "NNNNN" format; or Postal Code for Canada in "ANA NAN" format.
Phone (Home) Customer's home phone number.
Phone (Cell) Customer's cell number.
Email address Customer's email address.
Email address Last recorded mileage on the vehicle.
Last Contact Date The last date the customer was contacted, in "MM/DD/YYYY" format.
Email Preference Customer agrees to be contacted by email (Y/N).
Phone Preference Customer agrees to be contacted by phone (Y/N).
Last Service date The date the vehicle was serviced at the dealership, in "MM/DD/YYYY" format.
Last Service Advisor Name of the Service Advisor on the last RO.
Last RO number Last repair order number.
Recall Are there recalls for the vehicle (Y/N)?
Distance to the dealership Distance from the customer's residence to the dealership.
Days until not retained This field is calculated as the number of days since the last service date. The dealership will determine if this number exceeds a threshold and flag the customer as lost so would not be contacted.