Connect Excel Online (.xls .xlsx) to Webhook - Classic with LeadsBridge

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

1. Choose Excel Online (.xls .xlsx) as the source for your bridge
2. Choose Webhook - Classic 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)

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

1. Click on Connect Webhook - Classic
2. Click on Create new integration to connect your Webhook - Classic (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Webhook - Classic integration
4. Fill URL, Access Secret field to connect Webhook - Classic with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Webhook - Classic 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 Webhook - Classic is connected, you can continue with the set-up of your bridge

How to get URL, Access Secret

In order to correctly recognize incoming data when the Webhook Integration is used as Source you should do the following:
1. Go into the Source step of your Incoming Webhook Bridge
2. If the Bridge says Waiting for New Lead… means that is on Listening Mode and that any data you submit to the Webhook URL will be read by the LeadsBridge as soon as it arrives into the system

3. You should leave this page open and submit data from the Source in which you have assigned the Webhook URL provided by LeadsBridge. In case you need to close the page and go back later to the Bridge configuration, make sure to set the Bridge on Listening Mode by clicking on the Recognize Other Fields button

4. Once you’re able to submit data from your Source it should get automatically recognized by LeadsBridge

5. In case you forgot to add some data, you should set the Bridge on Listening Mode by clicking on the Recognize Other Fields button and submit new data from your Source

6. In case data is not being correctly recognized you may reach our support with the Missing or wrong fields? Ask for help! button

7. Once all the data you want to map from your Source has been correctly recognized you should continue with your Bridge configuration by clicking on Next

In case you need to map new fields from your Source you should open your Bridge and follow the guidelines from step 5.

Here you'll be able to map your Excel Online (.xls .xlsx) information with your Webhook - Classic fields.

1. You will have Webhook - Classic fields on the left. Match the information you wish to pass align from Excel Online (.xls .xlsx)
2. Based on Webhook - Classic 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

• Click on the Save and publish button