Lead Import

This article explains how to manually create leads using the Lead importer tool in Liner.

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What the importer can do

On the import page, leads are created from a list of phone numbers. Use the import tool when you need to process:

• previously collected no-answer databases,
• third-party contact lists,
• any sets of numbers that must be manually added for calling.

All data is added to the system and immediately placed into the dialing queue.

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How to import leads

Go to Utilities → Lead importer.

Preparing

1. Select the processors that will help you prepare the lead list for import.

   Note

   Processors are automated transformations applied to each line of the list. They normalize the data before import.

   Enable the toggles for the processors you need:

   • Clean invalid strings — deletes lines that don’t match the expected format Phone number;Name;Comment
   • Remove invalid characters from phone number — removes dashes, brackets, and other symbols to convert numbers into the standard format 12345678900
   • Clear strings with invalid phone numbers — deletes rows where the phone number doesn’t match the standard format (extra/missing digits, unknown country codes, etc.). When enabling this processor, select UAE or keep Any country
   • Normalize name value — converts names to the standard format John Doe (instead of john doe or JOHN DOE)
   • Clear duplicated phone numbers — deletes rows with duplicate numbers
   • Remove empty strings — cleans up empty entries from the list

   

2. Paste your lead list into the Source List field using the format Phone number;Name;Comment.

   

3. Click the green >> processing button so the processors can prepare your list.
   The final processed list will appear in the Processed List field.

   Note

   You can delete leads from this field, download them as CSV, or copy them — use the buttons above the field.

   

4. Click Next to proceed to the import step.

Import

Fill in the import parameters:

1. Order — select the order under which the new leads will be created. You can choose only one order.

   Note

   The selected order determines processing logic, dialing rules, conversation scripts, and lead priority.

2. Lead status — choose the status that will be assigned to all imported leads.

3. Lead type — choose whether the imported leads should be Direct or Selection.

4. Lead priority — keep the standard priority or enter a number to increase or decrease the priority of the imported leads.

5. Call scheduling — specify when dialing should begin.

   Important

   Dialing will start according to both the time you choose and the work schedule settings.

Click Start import to load the leads into the dialing queue.