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To import your call data into WhatConverts you will need the following:
1Export your call data into a CSV or Excel file. Open the file in Excel or other Spreadsheet program of your choosing.
2Create a new Google Sheet, give the sheet a name that is easily recognizable (such as Lead Import) and paste the following two rows from your previous spreadsheet:
3Go to Zapier and click "Create Zap". Select "Google Sheets" as your Trigger App. Select "New Spreadsheet Row" as the Trigger Event. Click "Continue".
4Connect your Google account where you have uploaded your spreadsheet. From the drop downs, select the spreadsheet you created with two rows and Worksheet (for this, there should only be one page to the worksheet). Click "Continue". Test the step, then click "Continue".
4Select "Formatter by Zapier" as an Action App, select "Text" as the Action Event. Click "Continue".
Select "Replace" under Transform.
Choose from the following:
Click "Continue". Click "Test & Continue".
5Repeat steps 4 and 5 for the Caller Number, Destination Number and Tracking Number (if they are in the 123-456-7890 format).
6Click "+" and select "WhatConverts" as the Action App and "Create Lead" as Action Event. Click "Continue".
Connect your WhatConverts account (if you need instructions on how to connect your WhatConverts account see: Connect to Zapier). Click "Continue".
Set up the template on the Set up action page as follows:
Important: For the next steps enter +1 before selecting the step from the drop down menu. This formats the phone number to import it into WhatConverts.
If you see any other fields you want to map, you can map those as well in the template.
Click "Continue".
Click "Test & Continue". Name your Zap something easy to recognize. Turn your Zap on.
7Go back to the "Lead Import" Google Sheet you have set up. Add all of the additional rows from your initial CSV export (make sure the rows match the format that you have set up). Your phone call data will all import into WhatConverts.
Note: Zapier checks for new rows every 5 minutes.
If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]
Through an integration with Zapier and Google Sheets, importing in call data from other call tracking companies makes a seamless transition into WhatConverts.
To import your call data into WhatConverts you will need the following:
1Export your call data into a CSV or Excel file. Open the file in Excel or other Spreadsheet program of your choosing.
2Create a new Google Sheet, give the sheet a name that is easily recognizable (such as Lead Import) and paste the following two rows from your previous spreadsheet:
3Go to Zapier and click "Make a Zap" and select "Google Sheets" as your Trigger App. Select "New Spreadsheet Row" as the Trigger. Click "Continue".
4Connect your Google account where you have uploaded your spreadsheet. From the drop downs, select the spreadsheet you created with two rows and Worksheet (for this, there should only be one page to the worksheet). Click "Continue". Test the step, then click "Continue".
The next two steps will be formatting phone numbers from the 123-456-7890 format to the E.164 format to import into WhatConverts. You will need to repeat steps 4 and 5 for every phone number that needs to be converted.
4Add an Action Step. Select "Formatter" as an Action App, click "Continue". Select "Text" and click "Continue".
5Setup the template as the following:
Click "Continue". Test the step and click "Finish" when the test is successful. Click "Rename Step" on the sidebar. Name this step the phone number's name. In the example, the step is the "Caller Number".
6Repeat steps 4 and 5 for the Caller Number, Destination Number and Tracking Number (if they are in the 123-456-7890 format).
Add the WhatConverts action step and select "Create Lead" as the WhatConverts Action. Click "Continue".
7Connect your WhatConverts account (if you need instructions on how to connect your WhatConverts account see: Connect to Zapier). Click "Continue". You're now going to set up the template as follows:
Important: For the next steps enter +1 before selecting the step from the drop down menu. This formats the phone number to import it into WhatConverts.
If you see any other fields you want to map, you can map those as well in the template.
Click "Continue", test the step, click "Finish" once the test is successful. Name your Zap something easy to recognize. Turn your Zap on.
8Go back to your "Lead Import" Google Sheet you have set up. Add all of the additional rows from your initial CSV export (make sure the rows match the format that you have set up). Your phone call data will all import into WhatConverts.
Note: Zapier checks for new rows every 5 minutes.
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