vicidial lead upload format template - sample csv file

Topic: How to upload leads in vicidial

    Uploading Leads in Vicidial is easy using the CSV-Excel Template provided in this article, Still you can upload leads without the template but you need to map the Lead fields properly before proceeding upload submit button. vicidial lead upload format template is sample CSV file with all required header column required for vicidial like, lead id, firstname ,lastname etc in proper order.

    Just you need to fill the lead data's in respective column and upload the file either in CSV or excel or text tab delimited format. 

Vicidial Lead Format

    In this article i have provided the sample file which is used to upload the leads in the vicidial.

By default vicidial supports files in the below format

It Also supports file exported using openoffice with extension sxc or ods

For excel format make sure you have supporting cpan modules installed

What is CSV - Text Tab Delimited file

The Comma Delimited file is a file in which values are separated by commas. The .csv format can be viewed in Microsoft Excel. 

The Tab Delimited file is a file in which values are separated by tabs. The .txt format can be opened in any txt editor or Microsoft Word. 

Vicidial Lead data's

    Lead files can be imported into VICIdial using one of three formats; Standard, Custom Layout, and Custom Template. Standard Layout requires the lead files to arranged in the prescribed format shown here:

1. Vendor Lead Code - shows up in the Vendor ID field of the GUI
2. Source Code - internal use only for admins and DBAs
3. List ID - the list number that these leads will show up under
4. Phone Code – country code - 1 for US, 01144 for UK, 01161 for AUS, etc.
5. Phone Number - must be at least 8 digits long
6. Title - title of the customer - Mr. Ms. Mrs, etc...
7. First Name
8. Middle Initial
9. Last Name
10. Address Line 1
11. Address Line 2
12. Address Line 3
13. City
14. State - limited to 2 characters
15. Province
16. Postal Code
17. Country
18. Gender
19. Date of Birth
20. Alternate Phone Number
21. Email Address
22. Security Phrase
23. Comments
24. Rank
25. Owner