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- Map List fields to Lead Liaison standard or custom fields. Most fields are automatically mapped by name; however, check all your fields to ensure the data is mapped to a Lead Liaison field.
- Set Import options per field:
- For Multi-Picklist Values:
- Ignore: Ignores the imported field data.
- Overwrite: Adds the data from the List to the matching field in the Organization/Deal Profile. If there is data already in the field, the system will delete the existing data and overwrite it with the List data.
- Merge: Applies only to multi-picklist fields. Imported data will be used to update a Organization's info without deleting existing information. For example, you might have a custom field like "Products," and the Organization already has product A, B, and C listed. If you ran an Import job with this Organization listed that had E and F for this field, the results would be products A, B, C, E, and F listed on the Organization Profile.
- For Everything Else:
- Ignore: Ignores the imported field data.
- Overwrite: Adds the data from the List to the matching field in the Organization/Deal Profile. If there is data already in the field, the system will delete the existing data and overwrite it with the List data.
- Update if empty: Only fills in the field if there is not data on the existing Organization/Deal Profile. If there is data, the system will take no action and leave the existing data intact.
- For Deals only:
- Use the Prospect Name and Prospect Email fields to connect the Deal to the appropriate Prospect. If there is no match to a Prospect Name/Email in the system, the system will not create the Prospect automatically.
- Use the Organization field to connect the Deal to the appropriate Organization. If there is not no match to an Organization name in the system, the system will not create the Organization automatically.
- For Multi-Picklist Values:
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