Telecrm Admin LMS
How to Upload an Excel
Before jumping into the upload process, it's important to make sure your Excel data is structured correctly — because the right format is what ensures a smooth and error-free import.
Here's a sample sheet to give you a clear idea. The data is organized across multiple columns, including: Name, Email, Phone, Level of Interest, How the Appointment Went, User Response After Discussion, Expected Outcome, Preferred Payment Type, Opportunity Name, and Course Name.
Of course, your columns will vary based on your own dataset — and that's completely fine.
However, there are a few crucial checkpoints to keep in mind before uploading:
- ✅ Column headers must be clearly defined with proper headings in the first row
- ✅ Phone numbers must include the country code
- ✅ There should be no empty columns or row gaps — your data must be in a clean, continuous format without any breaks
Once your Excel sheet checks all these boxes, you're ready to upload!
Steps of Upload:
Step 1. Click on the Add Leads option from the telecrm menu.
Step 2. Select Add From Excel.
Step 3. Click on the Upload File option.
Step 4. Browse and select your Excel file from your PC. For this example, we'll be uploading a file called "Student's Records."
Step 5. Click Open to proceed.
Step 6. The Lead Field Mapping page will now open on your screen. On the left, you'll see the columns from your Excel sheet, and on the right, you'll find the corresponding lead fields in telecrm. Your job here is to ensure each Excel column is mapped to the correct telecrm field so the information lands exactly where you need it.
Step 7. For example, Student's Name maps to the Name field, Phone Number maps to Phone, Email ID maps to Email, and so on for the remaining fields.
Step 8. If a telecrm field already exists for your column, the mapping will be straightforward. However, if your Excel sheet contains a column that doesn't have a matching field in telecrm yet, you can create a brand new custom field directly from this page — no need to go anywhere else.
Step 9. For example, "Batch Start Month" is a new column that doesn't have an existing field in telecrm. Here's how to create it:
- Click on Select telecrm Field to Map
- Click on Add a Custom Field
- Enter the field title as "Batch Start Month."
- Now select the appropriate field type based on the nature of the data
Step 10. Since Batch Start Month represents multiple month categories — and each student will enroll in one specific month — the best field type here is a Dropdown. Select Dropdown as the field type and begin adding your month options one by one.
Step 11. Here's a handy tip — if you have too many categories to add individually, simply type the first option, such as "Jan," and click Create. telecrm will then prompt you to create all the remaining categories at once.
Step 12. Click Create All and your custom field mapping is complete.
Step 13. Click the Next button to proceed.
Step 14. telecrm will now run a duplicate check in two stages — first, within your uploaded Excel sheet itself, and second, against the leads already existing in your telecrm workspace. If there are no duplicates, telecrm will display Zero Duplicates, and you're good to go!
Step 15. Click Continue to move forward with your leads.
Step 16. You'll now land on the Campaign Creation page for this batch. Campaigns in telecrm are essentially your calling lists. Here you have three options:
- Create New Campaign — if you want to create a fresh calling list for these leads. You can also rename the campaign at this stage.
- Use Existing Campaign — if you'd like to merge these leads into a campaign that's already active in your workspace.
- Don't Create Campaign — if you simply want to upload the leads without associating them with any campaign.
Step 17. Select the option that suits your requirement and click Next.
Step 18. You'll now be on the Lead Distribution page. Here, select the team member or members to whom these leads should be assigned.
Step 19. You can filter users by their roles — Admin, Manager, or Caller — to find the right assignees quickly.
Step 20. As you select users, telecrm will automatically distribute the leads in equal proportions across all selected members.
Step 21. If you'd like to customize the distribution percentages, you can do that too. For example, you can assign 40% of leads to Ramsha and 60% to Ali Raza — just make sure the total always adds up to 100%.
Step 22. Once your distribution is set, click Distribute Leads and then hit the Upload button.
Your leads are now successfully imported into telecrm — mapped, assigned, and ready for your team to act on!