Hello everyone,
I would like to upload the new leads directly from Excel into the marketing campaign so that the system can create the leads immediately.
Does anyone have a suitable Excel template that I can use?
I have exported the columns, but the system says that it cannot create the data record with this information alone.
Thank you very much!
Best answer by RaphaelPfaff12
I also solved it with a scenario. :)
The File Upload is a feature from 23R2
+10Hi
You can create an import scenario for screen CR301000 to create the lead and populate the campaignID field. This will add to the marketing campaign lead list.
I don’t think Marketing campaigns support Excel loads.
Am I correct that using those upload options requires the member to be an existing contact in Acumatica?
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