Importing Leads

Modified on Thu, 20 Feb at 7:25 AM

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:

Please refrain from deleting or reordering any columns in the spreadsheet, with the exception of the custom field columns.
For successful import, the file must be in CSV format. If you attempt to import a CSV file except the MyTime lead import template, your lead data may not import correctly.

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	This is the ID of the client you have in your local database (needed to import the pets, appointments, for future updates, etc) 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 employee from the employees.csv file.
preferred_location_id	This field is optional. This is the location_id of the location from the locations.csv file.
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	This is the UUID of the field from the custom_fields.csv file (where the “applicable_to” field is “client”) e.g. labels, weight, occupation, etc.
associated_location_ids	Location IDs of the locations the client should be associated with. This ensures that clients are tied to a location and will receive any marketing messages you wish to send. You can add multiple associated location IDs, just separate them using a semi-colon. You can either use the number in the top-right corner of the modal to complete the Store ID field, or you can enter any unique combination of letters or numbers.

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.