Assigning Skill Groups to Leads via Data Imports

Leads need a Skill Group assigned to them for Outbound Skill-Based Routing to work. You can assign one to every lead in an import, assign a different Skill Group per lead, or use both together.

Manual imports

Go to Data > Import Leads and complete the Details stage: upload your CSV file, add any notes, choose the destination list, and select a supplier and cost if required. Select Next to continue to the Settings stage.

Option 1: Assigning a default Skill Group

On the Settings tab, find the Default Skill Group field and select the group you want applied to every lead in this import.

Note. You can only assign one default Skill Group per import, and it applies to every lead unless overridden per lead. A default isn't required — leave this as None if you're assigning Skill Groups directly via your import file instead.

Option 2: Assigning a Skill Group per lead

Add a Skill Group or Skill Group ID column to your CSV before importing. The column name itself doesn't matter, so long as it's something memorable. During the Lead Mapping stage, map this column to the SkillGroup field.

Note. The Skill Group name or ID in your file must match one already configured on the Outbound Skills & Groups page. Names and IDs aren't case sensitive, but if a value doesn't match an existing Skill Group, that record is rejected and won't import.

If a lead's Skill Group field is blank or unmapped, what happens depends on your default:

Default Skill GroupResult
Set to NoneThe lead is imported with no Skill Group.
Set to a specific groupThe lead is imported with that default Skill Group applied.

API imports

Go to Data > Import API Mapping, then select an existing mapping to edit or create a new one. Most of this configuration is set up as part of your onboarding for API imports.

Option 1: Assigning a default Skill Group

Select the default Skill Group you want applied to every lead in this import.

Note. You can only assign one default Skill Group per import, and it applies to every lead unless overridden per lead. A default isn't required — leave this as None if you're assigning Skill Groups directly via the import itself.

Option 2: Assigning a Skill Group per lead

Map your incoming data to the Skill Group field. This lets different contacts in the same import be assigned different Skill Groups.

Note. The Skill Group name or ID must match one already configured on the Outbound Skills & Groups page. Names and IDs aren't case sensitive, but if a value doesn't match an existing Skill Group, that record is rejected and won't import.

If a lead's Skill Group field is blank or unmapped, the same behaviour applies as with manual imports: leads import with no Skill Group if the default is set to None, or with the default Skill Group applied if one is set.

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