Importing Qualified Leads RRS feed

  • Question

  • I exported some leads from CRM4 which I now need to import into CRM 2011. My original lead data has various columns including

    Status Reason (Originating Lead)
    Status (Originating Lead)

    The data imports successfully if the Status Reason is New. However, when the Status Reason is Qualified (and so is Status), then it fails with

    State code is invalid or state code is valid but status code is invalid for a specified state code.

    I did take a closer look at an open lead which only allows two options for "Status Reason" and that is New and Contacted. Once you qualify a lead then the "Status Reason" becomes qualified. It seems to me that when I import the leads they just stay as open and so the status reason is invalid. So how can I import already qualified leads?

    Friday, October 5, 2012 7:12 PM

All replies

  • In a very simple test I was able to import Qualified leads by mapping an incoming column (named 'Status') which contained the word 'Qualified' to the Lead column 'Status' and then verified the option(s) was mapped as well. This then assigns the 'statecode' and 'statuscode' to Qualified.

    Jason Lattimer

    Tuesday, October 9, 2012 8:58 PM