Lead Import Tool — Smarter, Faster & More Accurate

Overview

Recent updates have been released to improve the lead import process. These enhancements introduce mapping support for stages and labels, as well as the ability to import applicants and employment data. Validation has also been improved to ensure consistency between selected stages and assigned labels during import.

The Lead Import tool delivers improved accuracy, clearer field mapping, better error detection, and support for bulk broker reassignment — all designed to reduce rework and speed up onboarding.

This enhancement directly addresses common challenges raised by our users, especially around mapping CSV fields to platform data and managing broker allocations.

The Import Tool has been updated to improve performance, visibility, and usability when importing large volumes of leads.

What’s New? Smarter & Faster

1. Real-Time Import Status

• Newly imported files now update automatically.

• The system polls in the background, so users no longer need to manually refresh the page to see progress.

2. Improved Import Performance

• Backend API optimisations have been implemented.

• Large imports (including up to 10,000 records) now process faster.

• Approximate processing time is around 1 minute per 10 records, depending on file size and data quality.

3. Import History & Reporting

• Users can now view their full import history.

• Past imports can be downloaded at any time.

• Import reports are available for review and auditing.

4. Partial Success & Error Handling

• Imports that contain some invalid records may show a “Partial Success” status.

• This means:

  • Valid records were imported successfully.

  • Some records were skipped due to errors.

• Users can download an error report in CSV format, which includes:

  • Row number

  • Error message (e.g. duplicate opportunity)

5. Downloadable CSV Files

• Users can download:

  • The original imported file

  • Error reports

  • Past import records

📌 What This Means for Users

• Faster processing for large files.

• Better visibility of import progress.

• Easier troubleshooting using detailed error reports.

• Improved tracking of historical imports.

Why Use Lead Import?

Effi allows bulk upload of leads using CSV files, enabling you to quickly bring in records from sources such as HubSpot, external processing systems, or other lead platforms.

This guide explains:

• How to prepare your CSV

• How to correctly map fields

• What new validations are in place

• What error alerts you’ll receive

• How broker reassignment works

Step-by-Step Guide

Step 1: Access Import Settings

• On the Broker Profile, go to Settings

• In Settings, find Import

Step 2: Download Template

• Click Download Leads Template

Step 3: Upload Template

• On the left side, click Choose File

• Upload the completed Lead Import CSV template

What Can Be Imported

Effi’s Lead Import currently supports:

• Creating new leads

• Updating existing lead data (when mapped)

• Importing applicants

• Importing Employments

• Importing notes

Step 4: Provide Mandatory Columns

Ensure the following fields are filled in the CSV:

CSV Requirements

Before importing, please ensure your CSV includes the supported columns.

Mandatory Columns

• Opportunity ID

• Applicant Type

• First Name

• Last Name

• Mobile

• Email

Enhancements:

• Add Stage Name

• Add Label Name

• Validation requires that if a stage is selected, it must also have a corresponding label mapped

Import History Tracking

The Import History Tracking feature allows users to monitor their CSV imports, review results, and download reports for both successful and failed records.

Step 1: Upload template and ensure all mandatory fields are completed before uploading the file.

After completing an import, users can access Import History Tracking to:

• View the status of each import

• Review import details

• Download reports (including error reports and imported files)

To better understand how this works, try running an import with error

Step 2: Records and Action Status

In Actions Status, you'll see:
1. View Details: just some model from

2. Download error report: 'Partial Success' means the import was completed, but some records encountered errors.

Downloading the error report will show:

• The affected row numbers

• The specific error messages for each failed record

3. Download Imported CSV: 

• Allows you to download the CSV file containing the successfully imported records.

• Useful for record-keeping and validation

In Record  Status you'll see:
1. Total Successful

2. Total Failed

Field Mapping Made Clearer

When uploading your CSV, you’ll see an enhanced field mapping screen.

How It Works

1. Upload your CSV

2. System reads the headers

3. Map each CSV column to Effi fields

4. Review and confirm mapping

5. Import

💡 Example:
If “Loan Amount” appears in your CSV, it must be mapped or it will not be captured.
This exact issue surfaced in previous imports — the upgrade now prevents that.

Improved Mapping Intelligence

What’s New

• More accurate matching between CSV columns and Effi fields

• Warning alerts for commonly missed fields (such as Loan Amount)

• Highlighting of unmapped fields before final import

Why This Helps

• Prevents incomplete records

• Reduces manual cleanup

• Ensures data integrity for reporting and workflow automation

Enhanced Validation & Error Alerts

To improve reliability, additional validation rules have been added.

What You’ll See

• Alerts for missing or incorrectly mapped mandatory fields

• Ability to correct mapping issues before importing

• Reduced risk of partial or incorrect data entering CRM

Bulk Broker Reassignment via CSV

When brokers leave, switch teams, or workloads shift, you can now bulk reassign leads through the Lead Import tool.

How It Works

1. Add Lead ID + new Assigned Broker to your CSV

2. Import through Lead Import

3. All assignments are updated in one go

Example:
If Christina leaves and her leads need to reassign to Ali:

• Create CSV with Lead IDs + Ali as Assigned Broker

• Upload via Lead Import

• System updates all records instantly

   

⏳ Coming Soon

A one-click reassignment feature that works without the need for a CSV.

Need Assistance?

If you need support preparing your CSV or troubleshooting an import, our team is here to help:
📧 support@effi.com.au