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 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.
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.
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. |
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. |
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:
