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Import matching instructions

Step 1: Your Excel or CSV data needs to be in columns and have column headers

Make sure your Excel or CSV file that you plan to import has column headers as Azurepath leverages these headers to assist you in matching your data to Azurepath's structure. You can opt to use Azurepath's templates (available on the right side of import) if you'd like more guidance on how best to structure your data for import.

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Step 2: Leverage import guides to best match your columns of data to Azurepath's structure

Azurepath leads require a parent account. The parent account can be a company you do repeat business with or a bucket of unrelated leads. Review the matching whiteboard below to help choose the right match. Leverage the import guides to view match definitions, sample data, and warning messages (import guide icon turns red).

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Step 3: Review the changes and warning messages before proceeding

Be sure to review any warning messages located to the right of the matching columns. You can choose to ignore or address the warnings. For example, if you import a batch of leads but don't specify a parent account for each, Azurepath will warn you and assign a parent account bucket. It's fine to proceed if you're ok with this solution.

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