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How to load leads AND prospects into C4C?

Got a requirement to load website enquiry leads via a manual flat file upload (interface will be built at a later stage).

Foe each record, system should create a customer/prospect and a lead transaction.

Am I correct in assuming the only way to leverage the migration workbench is to split the job into 3 manual steps :

1/ load prospect only data using customer mass upload

2/ download newly created prospect list with customer ids

3/ load lead data using lead mass upload after adding customer ids

I'm looking for any creative solution without any development (if possible) . Manual work as described above is not an issue in the short term for this pilot project.

Former Member

Hi Thiery,

The three manual steps mentioned by you would be THE steps to follow to accomplish your requirement.

For Manual loads, that's the only way to accomplish this.



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