Import Leads

Summary

Path: “Leads” -> “Import”. Lead import adds users by external IDs to the selected channel. It is useful when you need to quickly load a list of known users from another system or restore part of a base after migration.

Form

• channel selection;
• field for external user IDs;
• IDs can be entered one per line or separated by commas;
• shows the number of entered IDs;
• shows the history of recent imports.

external IDs limits

• the list must contain from 1 to 10000 values;
• values are trimmed at the beginning and end;
• empty values and duplicates are not accepted;
• for MAX, use chatId;
• for VK and Telegram, use userId;
• IDs from one channel cannot be used as IDs for another channel.

After launch

• a background process is created;
• you can watch progress;
• If you make a mistake, you can repeat it.

The result shows how many leads were imported, updated, or failed, along with problems for individual external user IDs and the duration. Existing leads may be updated instead of counted as an error. Problems are usually related to an unavailable user, missing active channel token, unsupported channel type, or platform response error.

Short order

1. Select a channel.
2. Paste external user IDs one per line or separated by commas.
3. Check the number of detected IDs.
4. Start the import.
5. Check the result in processes and import history.

Typical problems

• IDs do not relate to the selected channel;
• the channel does not support import;
• no rights;
• the process ended with errors;
• some leads were not imported because the user is unavailable or the platform returned an error;
• the process waits for a platform response for a long time.

Where this is in the interface

Main elements in this section:

• Dialogs section
• Dialogs item in the project side menu
• lead list
• Leads item in the side menu
• button that opens lead import
• lead import form
• channel selector
• external user ID field
• recent import history
• start import button