Leads import

Import existing leads to Dashly and start communicating with them

There are two ways to import leads Dashly:

  1. Through the interface;
  2. Via Rest API.

Things you need to do before leads import:

  1. Check lead quota

Imported leads will be considered in Dashly unique leads quota. Make sure that you will not exceed the quota after leads import.

You can do it in Payment tab:

What happens when unique leads quota is exceeded? Read in this article.

  1. Verify the emails

If you are going to send emails to these leads, we recommend you to go through email validation. It will help you to avoid high bounce rate and keep you from being accused of spam by mail services.

You can use any service. We prefer https://www.emaillistverify.com/ Our experience with it shows bounce rate not higher than 3%.

  1. Divide your base

You can import maximum 4000 leads at once. Divide the lead base to be imported if it is bigger.

  1. Create import attribute (optional)

Advice: add an attribute to the import database to find the imported leads easily. If you import via interface, add an "Import" column to the table and add an attribute to the cells. All imported leads will have an attribute with the date of import. It will help you to configure segmentation easily and select only the right leads.

If something goes wrong during import, you can delete leads.

 Import via the interface

“Import” section can be reached from “Leads”.

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You can import user base with your User ID or just emails. 

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Every variant is provided with a template file for import. We recommend you to download and fill it due to an example. The importing file must be in a CSV format, less than 30 Mb and in UTF-8 coding. 

List of standard attributes presented in API documentation. The rest attributes will be user defined and their names aren’t fixed (except there should be no “$” symbol in the beginning). 

If you know your User ID’s then choose first variant - user import. User_id column must be the first in a table (column name must be $user_id). If there will be no data in a user_id field then system will generate ID for them. If there are leads in Dashly base with this User ID, then an new card won’t be created, and the info will be added to an existing user. 

Important: imported leads are counted in users quota. If you’re importing data in an existing lead card (imported lead is merging with an existing active lead) it won’t be count as new. 

If you have an existing user base with e-mails, but without User ID’s, then choose import leads. Fill in the necessary column with emails and add your attributes. Importing file must not contain User ID’s. Due to the possibility to have few cards with the same email, info will be added to a last active card. 

For example, you want to upload a user base, but divide it into a categories. Clients: current, new, potential. Where “clients” is the attribute name, “current”, “new and potential” are the attribute values. 

Segmenting the leads by it’s attribute value you can send a tailored e-mails to the target audience. 

In any of these variants of import (by User ID or by e-mail) we’re not restricting the number imported leads or properties, but imported file should be less than 30Mb and encoded with UTF8. 

Upload file with leads and check the correctness of attributes: they should not contain extra symbols (gaps, commas and so on), and the encoding of names and attributes should be correct. Click “Import leads”. 

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Import goes in an ambient mode so you can close the tab or go to another section of Dashly without losing any data. When the import is over you will be shown a notification in the upper panel “Bell”. 

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 This notification will also contain number of leads added, updated and how many wasn’t  uploaded due to the mistakes. 

Important: when you import leads (contacts with an email address)  you will be able to send them emails only. Next time a lead with the same email visits your website, another lead card will be created and won't be merged with the imported lead. You can merge them manually.

When you import users with User ID, next time this user will log in on your website, this user and the imported one will be merged automatically.  

 Import via Rest API

You can import your lead base into our service via Rest API as well. Read more about API here.

Important! You need to refrain from a synchronous API call during leads import, because it can cause load on our system and your token will be blocked. The optimal number is 2-3 per second.

Code example for leads import in PHP:

# List for import 
# The first element - User ID from your system
$users = array(
    array('id' => 123,
          'email' => 'mail1@mail.ru',
          'phone' => '891xxxxxx',
          'name' => 'Test'
    ),
    array('id' => 456,
          'email' => 'mail2@mail.ru',
          'phone' => '891xxxxxx',
          'name' => 'Test2'
    )
);
$auth_token = 'xxx'  # TODO: ADD YOUR AUTH_TOKEN, you can find it in Settings > API Keys
 
 
for ($i =0; $i < count($users); ++$i ) {
    $url = 'http://api.dashly.io/v1/users/'.$users[$i]['id'].'/props?auth_token='.$auth_token;
    $operations = json_encode(array(
            array('op' => 'update_or_create',
                  'key' => '$email',
                  'value' => $users[$i]['email']
            ),
            array('op' => 'update_or_create',
                  'key' => '$phone',
                  'value' => $users[$i]['phone']
            ),
            array('op' => 'update_or_create',
                  'key' => '$name',
                  'value' => $users[$i]['name']
            ),
        )
    );
 
    $result = file_get_contents($url, false, stream_context_create(array(
      'http' => array(
        'method'  => 'POST',
        'header'  => 'Content-type: application/x-www-form-urlencoded',
        'content' =>http_build_query(array('operations' => $operations,'by_user_id'  => 'true')),
      )
    )));
 
 
    print $result;
}

How to save Excel in Windows-1251encoding

  1. Click on green button "File" (click on the left top logo in Office 2007).

  2. Options — Advanced.

  3. Scroll down to "General".

  4. "Web document options" button.

  5. Encoding Tab.

  6. In "save document as" field specify most preferable value and click OK.

  7. You can also do this:

  8. Click on "File" or Office logo.

  9. Select "Save as...".

  10. Click on "Service". There will be the same "Web document options" button.

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