Prospect or Lead eShopCONNECTOR

The Prospect and Lead eShopCONNECTOR extends the functions of eShopCONNECTED to enable the import of Leads and Prospects into Connected Business. 

A typical use of this is to create a Lead in the Connected Business CRM module with a follow-up activity for every inquiry you receive on your website.  A simple modification to your Contact Us form can create and post the required XML input to eShopCONNECTED so that all such enquiries are automatically entered into the CRM module and managed accordingly.

If you require Prospect and Lead Import, please contact (This email address is being protected from spambots. You need JavaScript enabled to view it.) to obtain an Activation Code for the Prospect and Lead Import eShopCONNECTOR.

To enter your Prospect and Lead Import Activation Code,

1. Open the eShopCONNECTED Activation Wizard.
2. Set the 'I wish to enter an Activation Code emailed to me by Lerryn' checkbox on the welcome page of the wizard.
3. Paste the Activation Code into the box which will appear and click the Update button. 
4. Once the Activation Code has been successfully entered and saved, you can then configure the Prospect and Lead Import source.

The General config group contains many of the same settings as the Generic XML source. See Configuration Settings for the settings details.

The remaining settings are very similar to those in the Generic XML source, but because the importing leads, prospects and customers, the description of their function is slightly different:

CustomerBusinessType	This setting determines whether new prospect and customer records are created as Business or Consumer types in Connected Business. The descriptions of the Customer Business Type vary according to your system language. They are normally Wholesale or Retail in the US and Business or Consumer in the UK.
CustomerBusinessClass	This setting determines which Connected Business Customer Business Class template is applied to new prospect and customer records.
CreateCustomerAsCompany	This setting determines how the Prospect Importer creates prospect and customer records when a Company name is provided in the XML import file. If set to No, the NamePrefix, FirstName and LastName elements are used as the prospect or customer name. If set to Yes, the Company element is used as the prospect or customer name. In either case, the NamePrefix, FirstName and LastName elements are used for the prospect or customer Contact record.
DefaultShippingMethodGroup	This setting defines the Connected Business Shipping Method Group to be applied to a new prospect or customer record if no Shipping Method Group is defined in the import file.
DefaultShippingMethod	This setting defines the Connected Business Shipping Method to be applied to a new prospect or customer record if no Shipping Method is defined in the import file.
RequireSourceCustomerID	This setting determines how Prospect Importer handles import files which do not have a Source Lead, Prospect or Customer ID as appropriate to the import type. If set to Yes, any import record which does not include a Source Lead, Prospect or Customer ID will be rejected. If set to No, records without a Source Lead, Prospect or Customer ID will be imported, but since Prospect Importer uses the Source Lead, Prospect or Customer ID to detect if the record has already be imported, it will not be able to detect this and duplicate records will be imported.