This utility will read the lines of a CSV (comma-separated value) file, posting each data line as a lead to ActiveProspect's LeadConduit.
Usage: csvconduit filename.csv leadconduit-url
The CSV file is expected to have a header row; the first line's values (normalized to lowercase, with spaces converted to underscores) will be used as the form post field names. The first data row will be shown as a preview so that you can ensure everything looks right before starting.
The leadconduit-url may have one of two forms. It can be a full, specific
submission URL, including the flow and source IDs to post to, such as:
'https://app.leadconduit.com/flows/FLOW-ID/sources/SOURCE-ID/submit'
Alternatively, if the CSV file includes flow_id and source_id columns, the
leadconduit-url can be the simple base URL of the app:
'https://app.leadconduit.com'.
Once started, progress will be shown as the file is processed: a period (".") for each successful post, the letter "f" for each failure, and the letter "e" for each error.
A record of each result is also written to a CSV log file for the run, with a line for each input row to help identify which records from the import had trouble, and why.
Here's an example run for a small file, which also shows the CSV log format.
$ csvconduit import.csv https://app.leadconduit.com/flows/abc/sources/xyz/submit
read 9 data rows
posting URL: https://app.leadconduit.com/flows/abc/sources/xyz/submit
preview of row #1 (note: empty values will not be posted)
address_1: 123 Cornelia Street
address_2:
email: [email protected]
first_name: Taylor
last_name: Swift
phone_1: 5125551212
proceed with posting 0, 1, or All remaining rows? (enter 0, 1, or A): a
.....f...
finished: 8 successes, 1 failures, 0 errors (see log_0621_0342.csv)
$ cat log_0621_0342.csv
import_line_num,import_outcome,import_lead_id,import_reason
1,success,6675e5a9265facd94db6a763,
2,success,6675e5a9265facd94db6a766,
3,success,6675e5a9265facd94db6a769,
4,success,6675e5aa265facd94db6a76c,
5,success,6675e5aa265facd94db6a76f,
6,failure,6675e5ab265facd94db6a772,lead.state must not be equal to FL
7,success,6675e5ab265facd94db6a774,
8,success,6675e5ab265facd94db6a777,
9,success,6675e5ab265facd94db6a77a,
Compiled versions of the utility can be found on the Releases page.
If you use a newer "Apple Silicon" Mac, download the latest "darwin_arm64.tar.gz" version; older Intel Macs will need the "darwin_amd64.tar.gz" one. Open the "About This Mac" screen from the Apple menu to check: if it says the chip is "Apple M1" (or M2, M3, etc.) then the ARM64 version is the one you need.
Download it, and double-click the file to open it. The command-line utility
is called simply csvconduit. When you first try to run it, you'll see a
warning dialog saying "csvconduit" cannot be opened because it is from an
unidentified developer."
Click the question-mark help button. That opens a help window titled "Protect your Mac from malware", which tells you how to grant this app an exception. The easiest way is to click the blue link, "Open Privacy & Security settings for me".
Scroll down past all the different apps listed there, to the "Security" section. There will be a little section that says "csvconduit" was blocked from use because it is not from an identified developer. Click the "Open Anyway" button. This will require your fingerprint (or password), plus clicking "Open" on one more are you sure? dialog. After that, you should be able to run it without going through this every time.
With Go installed, build with go build.