Connect CSV Online File to Velocify with LeadsBridge

In this article, you'll learn how to set up the bridge and connect CSV Online File to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose CSV Online File as the source for your bridge
Choose Velocify as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your CSV Online File with Velocify

Step 2.A: Setup your CSV Online File integration

Click on Connect CSV Online File
Click on Create new integration to connect your CSV Online File (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the CSV Online File integration
Fill Fields Separator Char, URLs field to connect CSV Online File with LeadsBridge
Click on the Authorize button
You can choose a name for this CSV Online File and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your CSV Online File is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for CSV Online File

How to get Fields Separator Char, URLs

Insert the File URL in the URLs filed.

Step 2.C: Setup your Velocify integration

Click on Connect Velocify
Click on Create new integration to connect your Velocify (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Velocify integration
Fill Client ID, Campaign ID field to connect Velocify with LeadsBridge
Click on the Authorize button
You can choose a name for this Velocify and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Velocify is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Velocify

How to get Client ID, Campaign ID

In order to find the Client ID, you need to have a Posting URL. You can find it following these steps:

1. Access the Menu page by clicking on your name in the upper right of the header
2. Under Administration, click on Campaigns
3. Under the main Manage Campaigns page, select the Delivery Instructions/URL link next to the campaign and copy and paste the highlighted area into an e-mail

Into the Posting URL, you'll be able to find the Client ID. In order to get the Client ID, just copy the green-highlighted part of your URL that you can find in the image, into the Integration field.

Please note: requests for a URL can only come from an administrator on the account. If you are a lead provider, please contact the company's administrator.

Campaign ID is a unique identifier associated with each of your campaigns, and they are an easy way for you to reference your campaigns. It's the Campaign ID you would like your leads to import under.

You may find it by accessing the Lead Sources page, under Administration » Lead Sources. IDs are stated at the most left column of the table.

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your CSV Online File information with your Velocify fields.

You will have Velocify fields on the left. Match the information you wish to pass align from CSV Online File
Based on Velocify functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

CSV Online File documentation page and common questions
Velocify documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect CSV Online File with Velocify