Uploading individuals with our Template

Download and fill out our template to quickly and easily upload people to your database.

  Be aware that the assigned user will receive a notification email for each individual uploaded.

  Uploading individuals to your database using our template is limited to 2,000 individuals at a time. If your template has more than 2,000 individuals, it will NOT upload.

Downloading the Template


  1. Click Admin on the left menu
    Admin_Button.png
  2. Click Upload on the left Admin menu
    upload_button.png
  3. In the upper right of the page, click the grey Download Template button
    download_template_button.png
  4. This will download a Microsoft Excel file titled Template.xlsx

Filling out the template


  DO NOT update or remove any of the column headers. This will cause the upload to fail or a partial upload of data. Any modifications to the template or incorrect data entry that cause adverse upload effects and require data clean up by Enquire will be subject to a cost.

The required fields have a * next to them.

HEADER RULES
* Community CRM Match to Community - NameUnique.  (Cannot be numerical)
* Individual Type Profile Type of: Prospect, Contact, Resident, Referral, or PreLead
* Assigned User User Id # can be found in the users profile in the URL
Create Date 0/00/0000 Date Format (Cannot start with "0")
Inquiry Date 0/00/0000 Date Format (Cannot start with "0")
Inquiry Activity Type CRM match to Inquiry activity(Type) in "Types" section
Salutation CRM Match to Salutation in "Types" section
* First Name Text
* Last Name Text
Home Phone 1234567890 Format (No special characters)
Mobile Phone 1234567890 Format (No special characters)
Work Phone 1234567890 Format (No special characters)
Address Line 1 Text
Address Line 2 Text
City Text
State XX abbreviation Format
Zip code 12345 Format
Email Text (No Hyperlinks)
Primary Contact Relationship CRM match to Relationships in "Types" section
Primary Contact Salutation CRM Match to Salutation in "Types" section
Primary Contact First Name Text
Primary Contact Last Name Text
Primary Contact Address Line 1 Text
Primary Contact City Text
Primary Contact State XX abbreviation Format
Primary Contact Zip code 12345 Format
Primary Contact Home Phone 1234567890 Format (No special characters)
Primary Contact Mobile Phone 1234567890 Format (No special characters)
Primary Contact Work Phone 1234567890 Format (No special characters)
Primary Contact Email Text (No Hyperlinks)
Company CRM match to Company added within the CRM
Market Source CRM match to Market Source in "Types" section
Lead Score CRM match to Lead Status in "Types" section
Category CRM match to referrer type Category in "Types" section
Preference / Care Level CRM match to Care Level in "Types" section
Birthdate 0/00/0000 Format (Cannot start with "0")
Notes Text - shows in note section only
IntegrationId n/a

Note: When adding a ZIP/Postal Code to the template, make sure you are only entering the five-digit code. Do not enter the ZIP+4. Including this ZIP+4 code will cause the list to fail uploading. For example: if the ZIP code is 80207-1234, you only need to enter 80207. When adding a Phone Number to the template, make sure you are only entering numbers. Do not add any formatting or special characters (i.e. ( and -) to the phone number fields.

 Please match your entries for each column to what your system is setup with under Admin - Types. Example: Salutation must be entered into the template exactly as listed as one of the options under Admin - Types - Salutation

Uploading the template


💡 If you plan on uploading a large number of individuals. We recommend uploading a small sample size of individuals (maybe 5-10) to verify and make sure they are uploading as you expect.

Before you upload, please review the following.

  File type

  • Your file is in a XLS or XLSX format

 File data

  • The required fields are correctly filled out (Community, Individual Type, Assigned User, First Name, and Last Name)

 Inquiry Date and Type

  • If no Inquiry Date or Method is chosen, the first Inquiry activity type will be chosen and the Inquiry date will be the date of upload.

 Created Date

  • If no Created Date is specified, the Created Date will be the date of upload.

 No merging will occur

  • I understand that individuals with the same phone number or email address will NOT be merged and I have verified and deduplicated information prior to upload.
  1. Read through and check the boxes next to each acknowledgement statement. Once you have checked each box, the upload manager section will appear.
    upload_acknowledgement.gif
  2. Drag and drop your completed template file onto the download manager section or click into the download manager section to locate the file on your computer.
    upload_template.gif
  3. After your template has been uploaded successfully (denoted by the light grey check mark that will appear), refresh the page.

Your newly created individuals will now be available in your Enquire CRM database!

📧 Have questions about uploading individuals with our template? Send us an email at support@enquiresolutions.com

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