LeadSquared: Import Leads
Import your Leads from LeadSquared to Lytics for a richer full-picture profile of your Leads. You can utilize this data to power your communications with your Leads in different channels, or to gain powerful insights on how your Leads are likely to behave.
Note: You are required to run this import job before you can update existing Leads via the lead export job.
- Implementation Type: Server-side.
- Implementation Technique: REST API.
- Frequency: One time batch, or hourly continuous updates.
- Data imported: New user profiles with Lead data stored in user fields.
This integration utilizes the LeadSquared API to retrieve Lead user data. On each run of the job, it will:
- Get leads and lead data from the user-configurable number of days in the past until now.
- Lead data is ingested into the
leadsquared_leadsdata stream. The data that is imported depends on the fields selected in the user configuration.
- The job will continue to get leads every hour if the Keep Updated configuration is selected.
The following are the default fields that if selected are imported and mapped:
|Source Field||Lytics User Field||Description||Type|
|EmailAddress||email ||Email Address||string|
|ProspectID||leadsquared_prospect_id ||LeadSquared prospect ID||string|
|CanUpdate||leadsquared_can_update||LeadSquared can update||boolean|
|ConversionReferrerURL||leadsquared_conversion_referrer_url||LeadSquared conversion referrer url||string|
|CreatedBy||leadsquared_created_by||LeadSquared created by||string|
|CreatedByName||leadsquared_created_by_name||LeadSquared created by name||string|
|CreatedOn||leadsquared_created_on||LeadSquared created on||string|
|EngagementScore||leadsquared_engagement_score||LeadSquared engagement score||int|
|JobTitle||leadsquared_job_title||LeadSquared job title||string|
|LastVisitDate||leadsquared_last_visit_date||LeadSquared last visit date||date|
|LeadAge||leadsquared_lead_age||LeadSquared lead age||int|
|LeadConversionDate||leadsquared_lead_conversion_date||LeadSquared lead conversion date||string|
|ModifiedBy||leadsquared_modified_by||LeadSquared modified by||string|
|ModifiedByName||leadsquared_modified_by_name||LeadSquared modified by name||string|
|ModifiedOn||leadsquared_modified_on||LeadSquared modified on||string|
|OwnerId||leadsquared_owner_id||LeadSquared owner id||string|
|OwnerIdEmailAddress||leadsquared_ownder_id_email_address||LeadSquared owner id email address||string|
|OwnerIdName||leadsquared_owner_id_name||LeadSquared owner id name||string|
|ProspectStage||leadsquared_prospect_stage||LeadSquared prospect stage||string|
|SourceCampaign||leadsquared_source_campaign||LeadSquared source campaign||string|
|SourceReferrer||leadsquared_source_referrer||LeadSquared source referrer||string|
|SourceReferrerURL||leadsquared_source_referrer_url||LeadSquared source referrer url||string|
Follow these steps to set up an import leads job for LeadSquare. If you are new to creating jobs in Lytics, see the Jobs Dashboard documentation for more information.
- Select LeadSquared from the list of providers.
- Select the Import Leads from the list.
- Select the Authorization you would like to use or create a new one.
- Enter a Label to identify this job you are creating in Lytics.
- (Optional) Enter a Description for further context on your job.
Select the Lead Fields to configure the fields to import. To ensure every field gets mapped you will need to contact your Lytics account manager about getting non-default fields mapped.
Note: LeadSquared currently has issues parsing or otherwise processing requests that include too many fields (these fields are received from the Meta Data Endpoint), so including every field in the import may make the worfklow fail. You could choose to import half the fields and then the other half if you would like all the fields to be included.
Enter the Backfill Days to configure the number of days in the past that you want to start importing LeadSquared Leads. Default is 90 days in the past.
- (Optional) Select Keep Updated to run the import hourly.
- Click Start Job.