Master Guide: Importing Leads into the CRM

SwiftCRM uses a simple Name-Value pair system of importing leads.

Note:  If you are importing aged leads in bulk (typically an Excel sheet or CSV), do NOT use this method, instead, use the CSV Importer. For more help on this, see

Instructions for posting leads (use this for Lead Selling Companies or connecting to your website(s)).

1. File to post to:

[php]<form method="post" action="">[/php]

2. Variables:


<input type="hidden" name="iSubscriberId"  value="YOUR_ACCOUNT_NUMBER_HERE">  // NOTE: Subscribers: Find this on your Admin >> General Settings Page.
<input type="hidden" name="vType" value="DS" />   // each lead type has a short code - this one is "Debt Settlement Leads"
<input type="hidden" name="bulkLeads" value="1" />    // This skips the catcpha verification
<input type="hidden" name="vThanksURL" value="" /> // This must be here! This is the page the visitor sees after registration.
<input type="hidden" name="vEmail" value="1" />    // Required. Email of lead, of course.
<input name="extra_IPaddress" value="---" />   // not required
<input type="hidden" name="iReferrerContactId"  value="XXXXX">   // Lead-Selling-Companies don't use this. Subscribers: This is Affiliate-Tracking when you want to track a lead or opportunity to someone who is not a sub-account / employee / SwiftCRM user. You will need to add this contact to your Address Book (see Contacts at bottom of screen). Adding this variable adds them as a contact within the green box i.e. transaction team.  XXXX must be the contact number OR the profile name of the referring party. Note: You can pull this from the GET tag i.e. the URL just by adding <?php echo $iReferrerContactId?> in place of the XXXX, then use and it will automatically replace the XXXX with the 1234 (where 1234 = number of an affiliate).
<input name="vCampaign" value="---" />  // This is the index-number of your actual method of getting these leads, and we strongly recommend you use this as you can 1. See your cost-per-contact, cost-per-closing, etc. 2. See total ROI based on any campaign / lead-source  3. Setup specific automation from a campaign. To get this number, see the "#" column on your Marketing Dashboard (Must create the campaign first).
<input name="vCity" value="---" />  // pretty obvious...
<input name="ShortResponse" value="Yes" />  // Lead Selling Companies: Please always include this as a hidden variable; this shortens server response to just "success" or "fail".
<input name="vState" value="---" />
<input name="vZip" value="---" />    // note: our system will convert zip code to city and state for you, so generally, we encourage you to just get the zip - let us do the rest.
<input name="vFirstName" value="---" />
<input name="vLastName" value="---" />
<input name="vLeadTypeField1" value="---" />  //* DEBT AMOUNT. This field varies by type, i.e. each type of lead has 6 lead-type-specific hard-coded fields to ensure consistency across the platform and thus aid in building referral networks, etc.
<input name="vPhone1" value="----" />
<input name="vPhone2" value="----" />
<input name="vLastName" value="----" />
<input name="vName" value="----" />  // If you have name as one field, our system can split them for you.
<input type="hidden" name="extra_debtaging" value="----" />  // you can prefix "extra_" before any variable name to have it inserted into the comments.
<input type="hidden" name="COMPANY_LEAD" value="Yes"> // use this ONLY if you want to dump leads into the company-wide pool a.k.a. the "Shark Tank", for any sales rep to grab and work on. Note that doing this circumvents the leads-distribution rules i.e. round robin, etc., to use that, simply dump into the master / owner's account and setup the rules from there.
<input type="hidden" name="vTimeToCall" value="----" />  // optional but helpful!
<input type="hidden" name="iStatusId" value="----" />  // This is only used if you want to specify the status of the selling opportunity. It is usually used for a Full Online Application (i.e. this deal is deeper into the sales cycle). If you don't specify this lead-value, the leads will default to "New Uncontacted" (best default value). If you are a lead-selling-company, do not use this variable.
<input type="hidden" name="extra_comments" value="----" />  // For lead-selling-companies, this is generally the best way to add misc. other fields to a lead.
<input type="hidden" name="json_CustomVariableHere" value="----" /> // this is for custom variables only. These variables must be defined prior to insersion.</pre>

Note: Any field can be passed simply by prepending “extra_” before the lead i.e. “extra_IPaddress” and it’ll be inserted into the comments of the lead.

Last, here’s a complete working simple example:

<form method="post" action="">
<input type="hidden" name="iSubscriberId"  value="YOURSUBSCRIBER_NUMBER_HERE">
<input type="hidden" name="vThanksURL" value="http://YOURWEBSITE.COM/THANKYOUPAGE_THEY_SHOULD_SEE_AFTER_REGISTERING.html" />
<input type="hidden" name="vWeberFormId" value="OPTIONAL_AWEBER_LIST_HERE_DELETE_THIS_ROW_IF_NOT_USING" /> // Optional. You can have people opt in to both SwiftCRM and Aweber at the same time.
<input type="hidden" name="vWeberList" value="" /> // If using the above row, this is for tracking forms on the Aweber side. Delete this row if not using.
<input type="hidden" name="vType" value="DS" /> // Short code for type of lead you are creating. See for these codes and related values.
<input type="hidden" name="vReferrer" value="<?php echo $_SERVER['HTTP_REFERER']?>"> // Only use this if your page is php and can execute this command. If you are not sure, delete this row.
<input type="hidden" name="vCurrentURL" value="<?php echo ( (($_SERVER['HTTPS'])?'https://':'http://').$_SERVER['HTTP_HOST'].$_SERVER['REQUEST_URI'])?>" // Same as above. This pushes the current capturing URL in, you can hard-code this too if you like i.e. just enter

<div class="captureform">
	<input name="vName" type="text" size="16" class="optinform"/> // This is first and last name, SwiftCRM will split this for you into first/last. This field is required.
	<input name="vEmail" type="text" size="16" class="optinform"/>
<label>Street Address
	<input name="vStreet" type="text" size="16" class="optinform"/>
	<input name="vZip" type="text" size="16" class="optinform"/>

// SPAM PREVENTION CODE HERE.... NOTE CHANGE THE FFFFFF if needed to match your background color.
<div id="CAPTCHA2"></div>
<input type="hidden" name="image_code_hidden" id="CAPTCHA2_hidden">
<script src="">
<input type="text" name="vCaptchaCode" id="vCaptchaCode" size="6" class="optinform" />

<input name="submit" id="submit" style="
cursor: pointer;
font-size: 14px;
font-weight: 600;
background-color: #009C29;
color: #FFF;
padding: 4px 8px 4px 8px;
border-bottom: #018721 2px solid;
border-right: #018721 2px solid;
border-top: #02B330 2px solid;
border-left: #02B330 2px solid;
    -webkit-border-radius: 4px;
    -moz-border-radius: 4px;
    border-radius: 4px;"
value="Request Quote&gt;&gt;" type="submit">


Problems? Questions? Comment below and we’ll improve this document.