3rd generation web-based lead loader added

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3rd generation web-based lead loader added

Postby mflorell » Tue Jul 06, 2010 10:22 pm

We just added third generation web-based lead loader capable of loading more data file types and optionally loading all of them with custom list fields. (This is only in SVN/trunk[soon to be 2.4 branch]).

You must install the following perl modules on your web server for this
new lead loader to work:
- cpan> install Spreadsheet::XLSX
- cpan> install Spreadsheet::Read
To get to the new lead loader, click to:
- Lists -> Load New Leads -> 3rd Gen Lead Loader
Here is a list of the file formats(by file extension) that are now
supported by the third generation web lead loader:
- TXT - tab or pipe delimited
- CSV - comma separated values
- XLS - MS Excel 2000/XP
- XLSX - MS Excel 2007+
- SXC - OpenOffice.org First Generation Spreadsheet
- ODS - OpenOffice.org OpenDocument Spreadsheet

Please test it out if you can and let us know what you think!
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Postby Trying » Wed Jul 07, 2010 4:12 am

I am out of words :D
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Postby mcargile » Wed Jul 07, 2010 11:58 am

The neat thing is how we added support for these new format. Basically everything that is not a tab delimited or pipe delimited txt file is first passed through a conversion script turning it into a tab delimited file, then it is loaded. In this way we can very easily add additional formats by just writing a conversion script and telling the list loader to use that script when loading the leads.
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Postby Trying » Wed Jul 07, 2010 1:06 pm

Well anybody who was still unsure whether you guys rock or not should be convinced now that you do!! The only "big" feature it still needs now is QC. :D
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Postby ruben23 » Sat Jul 10, 2010 12:48 pm

@matt

i have followed your steps matt to enable the 3rd generation leads loader, but before i used the 3rd generation loader i used the normal loader and i got this error while loading any idea regarding about this..

i cant use the old loader when i enable the 3rd generation loader..?


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Postby mflorell » Sat Jul 10, 2010 5:57 pm

I just tested this with the standard lead loader and do not have this problem.
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Postby gmcust3 » Sun Aug 01, 2010 1:24 pm

Third generation web-based lead loader ??

Whats the difference in earlier and the third generation web-based lead loader ??
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I've read the manager manual.
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Postby mflorell » Sun Aug 01, 2010 7:16 pm

It is compatible with more input formats and you can load data into custom list fields.
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Postby mcargile » Mon Aug 02, 2010 7:30 am

It also has better error handling for weird characters in your lead file such as single quotes.
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Postby roundqube » Fri Sep 17, 2010 10:28 pm

I running:
VERSION: 2.4-277
BUILD: 100827-1535

Standard installation of 2.2 and upgrade to SVN trunk via documented process.

However, when I try the third gen lead load (my csv file only has three columns and no weird characters, simple file)... when I try the new loader, it just shows me " (double quote) for every thing I want to select, whether its firstname, lastname or phone number. I do not have a header in the csv file, its simple 3 column csv so figured I'd select the first, last and phone manually but I only see ".
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Postby mflorell » Sat Sep 18, 2010 9:13 am

How many rows in the file?

Please provide a sample row.

Have you tried converting it to tab delimited?

Did you load the new perl modules during your upgrade process?
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Postby roundqube » Sat Sep 18, 2010 1:30 pm

Matt you are right, I forgot to upgrade the modules. After doing this, it worked.
Thanks!
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