Importing Leads in Google Sheets
- How to add Leads in Google Sheet
- Importing Leads from Google Sheets
- Steps to Copy Google Sheet ID
- Things to Remember Before Importing Leads
How to add Leads in Google Sheet
Step 1: Consider you want to add leads in a cadence. Go inside such a cadence where there are no leads in it. Then go to the People section of that cadence.
Step 2: On this page, you will see a link to a sample Google Sheet for reference. You will be redirected to the sample sheet after clicking on it.
Step 3: Go to File > Make a copy to make a duplicate of this sheet. and make use of that format. You can edit the data in that particular sheet later. The sample google sheet will look like the below picture.
(*By clicking on this link, you may get the sample sheet. Click here).
Importing Leads from Google Sheets
Once you are done adding lead information, you can move ahead to import leads into Cadence from the Google Sheets.
Step 1: Now in the next step, you have to paste the link of the Google sheet to the people tab of your Cadence.
(*Make sure you have all the prerequisites ready, You can read about them below from “Things to Remember Before Importing Leads”)
Step 2: Click on the Import Leads button to start importing the list of leads in Google Sheets.
Step 3: Column mapping is the next step, so make sure you've mapped your Ringover Cadence fields with the Google Sheet Columns before importing the leads. An example of mapped columns will appear like this, as illustrated in the image below.
Step 4: Click on the Import Leads button on the top right of the column mapping page.
Step 5: Next up you will get a list of your leads from Google Sheets. Select the leads and click on Add to add them to your cadence. Click on actions to delete a lead from this list.
Step 6: Once you Click on Add, you’ll see the status Success. Which means the lead has been added successfully into your cadence. If the status for certain leads is showing as Error, you can click on the status to learn more about the problem.
Steps to Copy Google Sheet ID
There is a very important field in this part that needs to be filled in with great attention. This is your Unique Identification ID. All your leads should be assigned to your ID. You can get this ID by following these steps:
Step 1: Go to the profile settings of the cadence account.
Step 2: Scroll down to Your Google Sheets ID section.
Step 3: Copy the ID as shown in the below picture and paste it into your Google Sheet.
Things to Remember Before Importing Leads
Mandatory Fields in Google Sheets:
All those columns which are marked red, need to have the necessary information in them. If you leave any of these columns blank, you will be unable to import any leads.
Lead ID & Integration ID:
Do not put any kind of values in Lead ID and Integration ID columns. Make sure you do not make any kind of changes in the gray columns (i.e. LeadID & Integration ID) of the provided google sheet because these values are added automatically by cadence, changing/editing this value will result in the failure of lead import.
Google Sheet Integration ID:
Put your own Google Sheet Integration ID in the required column. If you don't put the correct ID then it would show the status as an Error at the time of lead import.
Google Sheet Permission:
Make sure you have set the General access permissions to Anyone with the link with an Editor role from the options. This means anyone on the internet can edit the document. An example of this is also shown in the below screenshot.
When you are on the column mapping page, you have to make sure all the Ringover Cadence fields with a red star mark ( * ) have been mapped correctly with the Google Sheet Column name on the right side. In the below picture you can see the Company name and First name are not mapped, so it is showing an error saying these columns are missing. This error will not allow the process to continue. Other fields are also important because, for example, if you fail to map email columns, the lead information will not display an email address. That's why to import leads in the Google Sheets you must complete the column mapping properly.
Frequently Asked Questions
- Q. What happens when you don't complete the compulsory fields appropriately in the field mapping section?
Ans: In this case, there will be an error pop notification, saying the particular data is missing. Also, you have to make sure the required fields are all mapped to their required fields.
- Q. Where can we find the google sheet ID and what happens if the ID is wrong?
Ans: You can find the google sheet ID from the profile setting, to search for the ID you have to scroll down to the Google Sheet ID and copy it from there. If you don't put the correct ID then it would show the status as an Error when imported.
- Q. What is the importance of the Google Sheet Integration ID?
Ans: Google Sheet Integration Id is the key to completing the process of importing the leads in Google Sheets. This is a unique ID that is different for every user and by using this ID the system identifies the owner of the leads. If the ID is provided wrong or distorted the process would not be completed and would show an error saying the user is not present in Cadence.