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Loading Leads into X-5

This Article provides instructions on how to load leads into the X5 Admin Interface.

Click Here for an Instructional Video


Step 1: Go to the Data Management Tab


Step 2: Select Data Loader and Upload Files


Step 3: Choose file and upload


 Step 4: Click Process 



Step 5: Field mapping, duplicate check, and list selection

 

Step 6: Final Check 

 

If you have any further questions please give our support team a call at 800-382-4913 or email us at Support@ytel.com.

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Comments

  • Avatar
    Brad Barron

    yeah its my excel sheet i was having problems with last night and the support team helped me last night but im having same problem this morning i dont know what im doing wrong

  • Avatar
    Brad Barron

    it has to do with the save file as and the zip i think he said has to not be in there

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