Leads

The leads transfer is a most basic example of uploading an excel workbook and grabbing the data from the first sheet of the workbook and then loading that data into the leads table.

Use Case: The sales team wants to be able to add new leads to the customer 360 lead verification process. They typically capture names at events on spreadsheets with little detail, and need the c360 solution to process the leads to add attribution.

Navigate to the Admin -> Transfers page, and select "example - Leads" from the drop down menu to view the entire configuration for the upload.

The following features are configured for this transfer:

• Excel file for source

  • Grab the first sheet in the workbook

  • Limit the file selection to .xlsx files

• Allow downloads of the uploaded files

• Limit the upload history to only show files uploaded from the current user

• Use the Snowflake copy into command to load the table

source data layout

Lead_ID,Lead_Name,email
001,John Doe,[e-mail]
002,Jane Doe,[e-mail]

table columns:

LeadID INT PRIMARY KEY,
LeadName VARCHAR(100),
email VARCHAR(200)

The attached file can be used to test the upload.

15KB

leads_and_journals.xlsx