Sales CRM import API
February 25th, 2021
We have added a feature in Sales CRM which will allow import data by Uploading Import sheet in either CSV or Excel format. This way more leads can be added.

Mutation to import file
Mutation:
fileImport
Params:
import_type: "employee_lead",
                   import_file: {
                    filename: "Employee_lead.csv",
                   content: "To base 64 converted file"
                   }

Eg:
The following will be the example for the above mentioned mutation to process records when uploading sheets.
Sample mutation
     mutation{
  fileImport(file_input: {import_type: "employee_lead",
                          import_file: {
				           filename: "employee_lead.csv",
                                            content: "data:file/csv;base64,77u/RW1haWwsZmlyc3RfbmFtZSxob21lX2xjX2lkCmJhbGFqaSsxMjJAY29tbXV0YXR1cy5jb20sQmFsYSwyMjQyCmJhbGFqaSsxMjNAY29tbXV0YXR1cy5jb20sQmFsYSAxMjMsMjI0Mgo="
                                        }
                         }
            )
          }
The CSV file headers
  • Before creating csv file or excel make sure the file has a required headers to process.
  • Employee_lead csv should have following headers
    Lead Name
    Job Role
    Work Email
    Phone Country Code
    Mobile
    Organization Name
    Organization Type ID
    Industry ID
    Product Interest ID
    Referral
    Local Committee ID
    Invite To POP ( True or False or Nil )

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