Export leads from an Excel file to Iterable

Workflow

Revops

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview

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The purpose of this workflow is to capture leads from an Excel file and use these to create and update users in Iterable.

This workflow is fired every time an Excel file is uploaded onto a Tray Form:

Prerequisites

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To implement this workflow, you will need the following:

• API credentials for Iterable

• An Excel file with the correct column setup. You can use this template to set up your Excel file.

Getting Live

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Click 'Use Template' to deploy the template in your chosen Workspace.

Then take the following steps to configure the workflow and start submitting leads for processing:

The workflow will then start the process of pulling the leads into Iterable.

End Result

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Key workflow steps

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The following diagram gives a simplified breakdown of the key steps in the workflow:

Standardization

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This Object Helpers step transforms the Excel column headers into a standard object with fields in the following format:

First Name --> first_name

Last Name --> last_name

Lead Source --> lead_source

etc.

For each lead we will then have a simple object which can be easily accessed by later Iterable steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:

Email validation

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The lead’s email address is validated for the appropriate user@domain.com format:

Create / Update Users

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A search is made for an existing user in Iterable using the lead’s email address as the unique identifier.

If a Iterable user does exist, the user record is updated.

If a Iterable user does not exist, a new user record is created.