API Bulk Import Leads - Shape Software - Automate your business!

Instructions

Shape Software API

POST API Calls

GET API Calls

Bulk Import Leads

POST api/leads/bulk/import

To import leads in bulk, send an authorized POST request to https://secure.setshape.com/api/leads/bulk/import

Parameters

This API endpoint accepts arrays of objects, each object is considered a lead. Import leads by including the field names to be created in the request body. To get a list of supported field names, please see the section below titled “How to Get Field Names.”

Parameter — Lead’s first name.

Parameter — Lead’s last name.

Parameter — Lead’s email address.

Parameter — Lead’s phone number (this will be mapped to “Mobile Phone” or “Primary Phone” depending on your CRM industry template).

Parameter — Lead origination source Ex: LeadPops. If no source exists, one will be created in the “Marketing Sources” settings page.

Parameter — To get a list of supported field names, please see the section below titled “How to Get Field Names.”

Request Header

The authentication token should be passed in the request header for every API request. 

Content-Type: application/json
Authorization=xxxxxxxxxxxxxxxxxxxxxxxx

Request Body

JSON request body formatting example:

[
    {
        "firstname" : "John",
        "email" : "john_test@gmail.com",
        "lastname" : "Doe",
    },
    {
        "firstname" : "Jane",
        "email" : "jane_test@gmail.com",
        "lastname" : "Doe",
    }
]

Response

Upon success, the server returns HTTP codes and messages in the header with some additional elements and properties that are set by the server, such as id.

{
    "message": "Leads imported successfully",
    "columns_not_found": [],
    "lead_ids": [
        61768,
        61771
    ]
}

How to Get Field Names

Field names can be found within your CRM System’s settings pages under: Settings > Marketing Sources > Edit Any Marketing Source > Campaign Source Post URL Instructions.

 

After navigating to the marketing sources settings page and opening up a campaign, scroll to the bottom of the page to the “Campaign Source Post URL Instructions” section. Here, you will find a searchable table with a breakdown of all of the field names available for use. These field names can also be exported to a CSV via the “Export” dropdown.