Quote & order imports
Bring quote and order values back onto the leads that earned them — closing the loop from ad spend to revenue.
Attribution only pays off when revenue flows back to the source. Syft has three ways to attach quote and order data to leads. None of them create new leads — they enrich the marketing leads you already have.
1. CSV import (in the app)
For batch updates, upload a CSV at Leads → Import in the app. The three-step wizard:
- Upload — drop the CSV (max 5 MB, up to 10,000 rows); columns are auto-detected.
- Configure — choose the match field (email, phone, or lead code) and confirm the column mapping.
- Import — each row is matched to an existing lead and stamps its pipeline status, quote value/reference, order value/reference, and dates. You get a summary of matched, skipped and errored rows, and every change is recorded in the lead’s timeline.
2. Import webhook (Zapier / Make / n8n)
For row-at-a-time automation — e.g. “when a quote is sent in our CRM, update Syft” — POST a JSON body to the import webhook (URL in Settings → Setup Guide → section 5):
POST https://YOUR-INSTANCE/api/webhooks/import?org_slug=YOUR-ORG&secret=YOUR-SECRET| Body field | What it is |
|---|---|
match_field | "email", "phone", or "lead_code" (default "email") |
email / phone / lead_code | The value to match on |
quote_value, quote_reference | Quote amount and external reference |
order_value, order_reference | Order amount and external reference |
name, company | Optional — fills these lead fields only if blank |
Like the CSV import, this matches existing leads only.
3. Pipeline import (full quote & order book)
For businesses running an ERP (e.g. a monthly Odoo quote/order book export), the pipeline importer at Pipeline → Import takes whole workbooks — CSV or XLSX, any reasonable column naming — and:
- Auto-detects which sheets are quotes, orders, or rejected enquiries, and auto-maps the columns (with per-organisation overrides you can save).
- Upserts every quote and order — matched or not — so re-imports are safe and nothing is lost.
- Matches companies to your marketing leads. Matching is identity-grounded: automatic links only happen on email or phone evidence; a company name alone is never enough to auto-link. Unmatched companies are listed for manual mapping with a searchable picker.
- Remembers your manual mappings — once you’ve mapped a company, next month’s import matches it automatically.
- Supports rollback — every import is a batch that can be undone in one action if something was wrong.
Matched revenue rolls up onto each lead’s pipeline summary and flows through to reports, the export API, and the Google Ads integration.
Dates in imported files are parsed day-first (UK convention) and as Excel serials — but keep your export format consistent month to month to avoid surprises.