Manually Importing Lead Data

This feature works very similarly to manually importing sales, however it allows you to enter lead specific information, including some tracking information you may have collected outside of Hyros which may help attribute leads and their sales within our platform.

To Import a list of leads into Hyros, go to your leads tab inside of sales data, then click on “Import Leads”:

You will see 2 options: import manually or via CSV. Both formats will allow you to import the following data:

Email
The email of the lead. This field is required only if a phone number is not provided.

Phone
The phone of the lead. If you don’t specify an email, this field is required.

First name
The First Name of the lead. This is optional.

Last name
The Last Name of the lead. This is optional.

IP
Ip of the lead. This is optional.

Depending on the method you choose, please be careful to follow the exact structure mentioned below and inside Hyros when importing Lead data:

Make sure you follow the exact format

 

The provided CSV may or not contain a header indicating the content of each of the columns.

If no header is present then it must follow the order specified above. Otherwise it can follow any order.

Not every field is mandatory, you can leave blank the ones you do not need. However each row requires to specify either an email or phone number.

Please ensure you follow the exact format shown here, separating all data points with a comma: