This page explains how to import leads from external sources (not currently saved in Lead Space).

Overview

The import can be triggered from the briefs list or within a brief. Leads can be imported to one or multiple briefs.

From the brief list, click on the drop down option next to "Create lead", and select "Import leads".

Within a brief, click on the Import icon.

The following pop up window will appear:

It is highly suggested to use the template(s) provided, by clicking on Instructions, followed by the Download template button. Per the templates:

Goals

When you have a list of leads in an Excel spreadsheet, you can import them directly through one import.
The spreadsheet can be exported from a database, provided by a consultant, or created manually during a conference.

Guidelines

#tabs

For a standard lead import

Instructions

All the leads to be imported should be in the first sheet.
This template is dedicated to Pharma Asset leads.
The first row contains the column headers.
The headers’ names are the ones used in the template.
The fields Organisation name and Asset name are mandatory.
A semi-colon delimits multiple values in a single cell.

Column details

Asset Classification
Asset name ***	Name of the asset or compound. This will also be the lead name. If the asset doesn't exist yet, it will be created. This value is mandatory.
Asset types	Types of the asset or compound. Multiples values can be provided, separated by a semicolon. Non-existing values will be created.
Development phase	The development phase of the asset or compound. Only one value is possible. If the value doesn't exist yet, it will be created.
Clinical indications	Clinical indications of the asset or compound. Multiples values can be provided, separated by a semicolon. Non-existing values will be created.
Mechanisms of action	Mechanisms of action of the asset or compound. Multiples values can be provided, separated by a semicolon. Non-existing values will be created.
Technologies	Technologies of the asset or compound. Multiples values can be provided, separated by a semicolon. Non-existing values will be created.
Asset description	Description of the asset or compound. This text can be formatted after the import when editing the lead.

Please note that any existing asset classification information will not be overwritten by this import.

Company Classification
Organization name ***	Name of the asset originator or primary organization. If the company does not exist yet, it will be created. This value is mandatory.
Organization types	Organization types. Multiples values can be provided, separated by a semicolon. Non-existing values will be created.
Organization country	Organization country. No new value will be created, the country should be selected among the default countries. If not, it will be ignored.
Organization description	Organization summary or presentation. This text can be formatted after the import when editing the lead.

Please note that any existing organization or company classification information will not be overwritten by this import.

Lead Details
Notes	Any relevant information regarding the lead. This will be imported in the Notes section, where rich text formatting will be available after import to ease reading.
Tags	Any relevant keyword to classify the lead, like therapeutic areas, business unit, species, etc ... Multiple values can be provided, separated by a semicolon. Non-existing tags will be created.

Import in other brief than the selected one

Brief

Name of the target brief where the lead will be imported. The brief is optional and should be used carefully if the selected brief is not relevant for a specific lead.
If this value is empty, the lead will be imported in the default selected brief (step 1 of the import process).
If a brief name is provided, it should match an existing one. Otherwise, a new brief will be created and assigned to the person who is importing the lead.

Assigning lead
Owner	Email of the person assigned to this lead. By default, if empty, the imported lead will be assigned to the person who is importing the lead. If a known email is provided, the lead will be assigned to the matching person who will automatically join the brief team if not yet a member.

For a Cortellis import

How to extract the file

Initiate an export of Cortellis Drug Reports results.
Under "Document Type", choose the "Microsoft Excel" format under "Results".
Under "Document Format", choose the first option "Results Table" and download the export to your
computer.

Note: The exported file from Cortellis must be imported without any modification.

Columns from Cortellis export

Once the Excel file has been selected and uploaded, a confirmation message regarding the analysis of the file will appear, with potential warnings:

Select Import Lead.

Once done, a second confirmation message will appear: