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How to connect Excel Online (.xls .xlsx) with GetCourse

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Connect Excel Online (.xls .xlsx) to GetCourse with LeadsBridge

Excel Online (.xls .xlsx) » GetCourse

In this article, you'll learn how to set up the bridge and connect Excel Online (.xls .xlsx) to My CRM Example using LeadsBridge.

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

Before you start

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

Step 1: Choose the apps you want to connect

  1. Choose Excel Online (.xls .xlsx) as the source for your bridge
  2. Choose GetCourse as the destination for your bridge
  3. Click on the Continue button
  4. 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 Excel Online (.xls .xlsx) with GetCourse

Step 2.A: Setup your Excel Online (.xls .xlsx) integration

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

Step 2.B: Setup your GetCourse integration

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

Step 2.C: Configuration details for GetCourse

Other Info

To integrate GetCourse with LeadsBridge, you must perform the following steps:
- Create in your account a blank page of the site and add to it registration form.
The page must be published. You can also take an already working page with a form.
- Right-click on our form and select "View Code". ( Learn more)
In the form code, find and save the form id.
This HTML template needs to be copied and entered into your data:
Instead of account_domain specify the address of your account.
The value XXXXXXXX is replaced by the form id previously copied. ( Learn more)

Step 2.D: 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 Excel Online (.xls .xlsx) information with your GetCourse fields.

  1. You will have GetCourse fields on the left. Match the information you wish to pass align from Excel Online (.xls .xlsx)
  2. Based on GetCourse 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
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. 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

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. 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: