Importing Prospects

Lime Light CRM allows you to import prospects in a CSV formatted text file with the following input fields. A prospect import file can be uploaded under the Import Queue under Admin Settings >Import & Export, and the prospects import CSV template is available for download at bottom of this article.

The import prospects file is flexible in which we only require the email, campaign Id, and Ip Address in order to create a prospect record.  However, if you create a prospect record in this manner, please make sure to pass the other necessary elements before completing a sale. On the other hand, once you import your prospects, the system will process up to 1000 prospects in real time. Otherwise, your import file will process at the top of each hour. 

Moreover, once your prospects are imported, they will not be sent to a third party auto responder which may be assigned to your campaign, but they will be sent to a third party prospect provider. 

 

Field Name

Format

Values

Comments

campaign_id

Numeric

Max 5 Characters

A valid campaign Id for a campaign in Lime Light CRM

Required  - Valid Lime Light campaign Id to use for the prospect record

first_name

 

Alphanumeric

Max 60 Characters

Customer’s first name

Optional - But Must be completed before sale

last_name

 

 

Alphanumeric

Max 60 Characters

Customer’s last name

Optional - But Must be completed before sale

address1

 

 

Alphanumeric

Max 60 Characters

Customer’s address

Optional - But Must be completed before sale

address2

 

 

Alphanumeric

Max 60 Characters

Customer’s address2

Optional

city

 

 

Alphanumeric

Max 60 Characters

Customer’s city

Optional - But Must be completed before sale. For US states, use the 2 character abbreviation; for other countries use the full state name or state code (if applicable, see state codes*)

state

 

 

Alphanumeric

Max 30 Characters

Customer’s state

Optional - But Must be completed before sale

zip

 

 

Alphanumeric

Max 10 Characters

Customer’s zip

Optional - But Must be completed before sale

country

 

 

Alphanumeric

Max 2 Characters

The 2 character ISO 3166-1 alpha-2  country code

Optional - But Must be completed before sale

phone

 

 

Numeric

Max 20 Characters

Customer’s phone number

 

Optional - But Must be completed before sale

email

 

 

Alphanumeric

Max 90 Characters

Customer’s email address

Required, cannot be blank

ip_address

 

 

Alphanumeric

Max 255 Characters

 

The Ip Address of the customer

           

 

Required, cannot be blank.

 

Example: 127.0.0.1

notes

 

A - 255 Characters Max

Notes

Optional - Any notes about the prospect to append to the prospect record

AFID

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

SID

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

AFFID

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

C1

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

C2

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

C3

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

AID

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

OPT

 

Alphanumeric

Max 255 Characters

           

Affiliate Id field

Optional. If not used, leave blank

click_id

 

A - 255 Characters Max

Click ID

 

Optional - Click ID used by your affiliate tracking system to identify unique clicks/requests

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