How To Import Prospect & CRM Follow Up Records From A CSV File

How To Import Prospect & CRM Follow Up Records From A CSV File

The Prospect Activity screen is designed to work via integration to the DMS, but you can also manually load Prospect Activity, or import a CSV file of Prospect & CRM records.  It is recomended that you only import Prospect records via spreadsheet if you DON'T have DMS integration.

If you have the Import Prospects role enabled you will see an import button as circled below.




Clicking on 'Import Prospects' you have a popup where you can specify the Yard and User that you want to import your Prospect records to. 

Uploading Prospect records will only work if it is uploaded via a specific excel template.  If you don't have the format you can click on 'DOWNLOAD HEADER' to download the template required for uploads.  Enter or copy/paste your records into the spreadsheet without deleting the column headers, and save the file as a CSV (Comma Delimited).

The values in the spreadsheet must match exactly what is set up in AutoPlay.  For example "14 Day Follow Up" must be loaded exactly - "14-Day Fol-Up" will not work.




To upload your file click on 'UPLOAD' and select your CSV file (make sure the file is closed in Excel).  Once uploaded you will see the file ready to import as 'File To Import: ProspectTemplate CSV'.  To finish your import click on the 'IMPORT' button and your import will be queued to complete within the hour.  Once finished your records will be visible in the Prospect Activity screen.



    • Related Articles

    • Overview - Prospect & CRM

      Not all customer interactions qualify as Leads.  Certain Prospecting or CRM Follow Up Activity would be inappropriate to be displayed within the Lead Dashboard.  In order to avoid cluttering the Dashboard you can manage your Prospect & CRM Follow Up ...

    • How To Manually Load Prospect & CRM Follow Up Records

      In addition to importing Prospect Activity in bulk via 'Import Prospects' or via integration with your DMS, it is also possible to manually load Prospect & CRM Follow Up records to AutoPlayAuto.com.  This is only recommended if you do NOT have ...

    • How To Upload Leads Via CSV File Import

      In AutoPlayAuto.com it is possible to import a excel spreadsheet of leads.  This can be done by selecting the 'Import Leads' option in the grey action menu. In order to import leads into AutoPlay you need to use a specific format.  The format is ...

    • How To Manage Prospect & CRM Follow Up

      The 'Prospect Activity' screen can be used to manage the dealerships Prospect and CRM Follow Up Activity.  This type of follow up often will not qualify as a Lead and as such it might not be desirable to have this type of activity cluttering up your ...

    • How To Import Contacts To Your Address Book

      It is possible to Import Contacts from a CSV file into autoplayauto.com via the Address Book.  To do so click on the Import Contacts button pictured below (highlighted with red underline).  You can then elect to add directly to a 'Contact Group', ...