List import

From LoopFuse Wiki

Can import a list via a csv (comma separated values). The csv requires the first line to be the header row defining the fields for the following rows. An example would be:

fname, lname, email, company
Bubbua,Smith,bsmith@chompers.com,Chompers
Liz,Aiken,laiken@marsh.com,Marshland

When the file is uploaded the user is asked for a name of the list. The value given will also be name of the form created along with the list. When the user clicks submit for the list import, the header columns will be read and a LoopFuse Form will be presented with the WebForm Parameters columns pre-populated with the header column values. At this time will be able to modify the default Form name and description if desired. Will also need to map the LoopFuse fields to the WebForm Parameters and fill in the desired Display Label values.

Once the new import Form is saved, LoopFuse will determine if the list import should be processed in the background or not. If the size of the import file is large (i.e. larger than aprx. 100K), then the processing will happen in the background and the the user can continue on with their session within LoopFuse and will receive an e-mail when the list is finished processing. If the list is small enough to be processed in under a minute, the processing will occur then and when the next page is displayed, it will be a list of all the generated listed including the newly imported one.

While performing the list import processing, LoopFuse will iterate through the rows in the csv file and create a registration for the newly defined list. In the process of doing this, LoopFuse will check to see if the e-mail address (identified when map the email LoopFuse field in the Form) for the given csv entry being processed matches any other registration already contained within LoopFuse. If so, will use the same visitor id and if not, will generate a new one. Using the same visitor id if one already exists allows the linking of a newly imported lead with all the lead's other historical information.