You can upload Lead Files in .xlsx or .csv format. CSV files upload faster than XLSX files. .txt files are treated as "Tab separated value" files. zip and tar.gz files are also accepted, as long as there is only one CSV or XLSX file with-in it.

Whenever the system cannot find a matching CRM field for a header it will alert you with a star. You will then need to click on the dropdown menu to select the correct CRM field.

If you have already started dialing the list then deleting and re-uploading it can cause issues such as Duplicate Customer Profiles. To avoid this, we recommend only removing lists that you've not called. Another option is to call tech support to evaluate that file's impact with you.

On the right side of the “Lead upload confirmation” window you can rename the lead file. By default, the file name is the same as it was on your computer, but you could give it a more descriptive name or add a date. This will adjust how the file displays on your reports. Just below that is where you choose the campaign that the leads go into. You can also create a new campaign.

Yes, on the “Lead upload confirmation” page under Advanced Options you can change the “De-duplication mode”. Move the mouse over the help tip next to “De-duplication mode” for an explanation of each option. The default setting will prohibit duplicates from being uploaded into the selected campaign, and will also scrub against the internal do not call list.

If you are using our DNC.com integration, you can choose to pre-scrub against the NDNC, State and Litigator DNC lists.

If there is no matching CRM field for a column of data, then you can select “New Text Field” from the dropdown menu and create a new CRM field in XenCALL with the header name. However, please consider if the information is useful for you to retain since many lead companies provide excess amounts of information.

If you do not map anything to the “State” field in XenCALL then it will be filled in from the area code automatically.

If your file has a “Full Name” field rather than “First Name” and “Last Name”, then map it to either XenCALL's “First Name” or “Last Name” field. XenCALL will split the name between the two fields if you only map to one of the two. If your “Full Name” field lists the “First Name” first, then choose the “First Name” field, otherwise choose the “Last Name” field.

You can combine 2 columns of lead data into one CRM field by selecting the same field for 2 different columns of data. XenCALL will load both columns of lead information into the selected CRM field with a comma separating the data.

Whenever the system cannot find a matching CRM field for a header it will alert you with a star. You will then need to click on the dropdown menu to select the correct CRM field.

If you see the word “Unknown” repeated, then your file doesn’t have a header row, and you will probably want to exit the upload page by clicking the “X” in the top right corner, and then open the file in a spreadsheet program to add headers.

If you do not want to upload certain data fields, then choose “Don’t Import” beside those headers and the system will not upload that data.