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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 http://SwiftCRM.com/csv-import.

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="https://securecheckout.me/leadhandler.php">[/php]

2. Variables:

[php]

<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="http://YourSiteHere.com/THANKYOUPAGE.html" /> // 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 YourSite.com/YourPage.html?iReferrerContactId=1234 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>
[/php]

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:

[php]
<form method="post" action="https://securecheckout.me/leadhandler.php">
// FIRST SOME HIDDEN VARIABLES...
<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 www.SwiftCRM.com/leadtypes 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 facebook.com
// NOW THE ACTUAL LEAD CAPTURE...

<div class="captureform">
<label>Name
	<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.
</label>
<label>Email
	<input name="vEmail" type="text" size="16" class="optinform"/>
</label>
<label>Street Address
	<input name="vStreet" type="text" size="16" class="optinform"/>
</label>
<label>Zip
	<input name="vZip" type="text" size="16" class="optinform"/>
</label>

// 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="http://www.swiftcrm.com/GenerateScript.php?field=CAPTCHA2_hidden&imgcnt=CAPTCHA2&bg_color=FFFFFF">
</script>
<input type="text" name="vCaptchaCode" id="vCaptchaCode" size="6" class="optinform" />

// FANCY GREEN SUBMIT BUTTON HERE...
<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">

</form>
[/php]

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

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