Lead File Format

This document provides comprehensive information about the headers and field requirements for importing leads through FTP.

Field Structure Overview

The lead import file expects 50 fields (positions 0-50) followed by any custom fields. 

FTP File Fields

Col #

Name 

Description 

Required 

Acceptable Values/Format 

LeadSourceName 

Identifies the source of the lead 

Yes 

Max 50 chars, must exist in system 

LeadTypeName 

Categorizes the type of lead 

Yes 

Max 50 chars, must exist in system 

LeadCategoryName 

Further categorizes the lead 

Yes 

Max 50 chars, must exist in system 

LeadCampaignName 

Campaign associated with lead 

No 

Max 300 chars 

Brands 

Brand name 

No 

Max 100 chars 

EventName 

Event where lead was captured 

No 

Max 100 chars 

LeadDate 

Date the lead was created 

Yes 

Date format: yyyy-MM-dd or yyyy-MM-dd hh:mm:ss 

FirstName 

Contact’s first name 

No 

Max 50 chars 

LastName 

Contact’s last name 

Yes 

Max 50 chars 

Address1 

Primary address 

No 

Max 256 chars 

10 

Address2 

Secondary address 

No 

Max 256 chars 

11 

City 

City name 

No 

Max 64 chars 

12 

State 

State/province code 

No 

Max 3 chars 

13 

PostalCode 

ZIP/postal code. Do not include ZIP+4. 

No 

5, 9, or 6 digits (US/Canadian) 

14 

Zip4 

ZIP+4 extension 

No 

Max 4 chars 

15 

CompanyName 

Company/organization name 

No 

Max 200 chars 

16 

CompanyTitle 

Job title at company 

No 

Max 50 chars 

17 

County 

County name 

No 

Max 25 chars 

18 

Country 

Country name 

No 

Max 50 chars 

19 

HomePhone 

Home phone number 

No 

Max 20 chars 

20 

WorkPhone 

Work phone number 

No 

Max 20 chars 

21 

MobilePhone 

Mobile phone number 

No 

Max 20 chars 

22 

Fax 

Fax number 

No 

Max 20 chars 

23 

Email 

Email address 

No 

Max 80 chars 

24 

CountryCode 

2-character country code 

Yes 

Exactly 2 chars (e.g., “US”, “CA”) 

25 

DealerIds 

Internal Aimbase Dealer Identifier 

No 

Max 100 chars 

26 

DealerNumber 

Primary dealer number 

No 

Text 

27 

DealerLocation 

Dealer location identifier 

No 

Text 

28 

ProductIds 

Internal Aimbase Product Identifier 

No 

Max 100 chars 

29 

ProductCode 

Primary product code 

No 

Text 

30 

ProductModelYear 

Model year of product 

No 

Text 

31 

SessionData 

Session tracking data 

No 

Text 

32 

TriggeredSend 

Triggered send identifier 

No 

Max 100 chars 

33 

OptInListIds 

Comma-separated list IDs 

No 

Max 100 chars 

34 

EmailRefused 

Email opt-out status 

No 

“YES”, “NO” 

35 

Comment 

Additional comments 

No 

Max 2048 chars 

36 

SendLead 

Whether to send lead 

No 

Text (Y, N) 

37 

LeadApiIdentifier 

Unique API identifier 

No 

Max 100 chars 

38 

OptIn 

Communication consent 

Yes 

“YES”, “NO” 

39 

OptInDate 

Date of consent 

No 

YYYYMMDD format 

40 

OptInIp 

IP address of consent 

No 

Max 50 chars 

41 

OptInSource 

Source of consent 

No 

Max 50 chars 

42 

SendAutoresponder 

Enable autoresponder 

Yes 

“YES”, “NO” 

43 

SendNurture 

Enable nurture campaigns 

Yes 

“YES”, “NO” (default: YES if not “NO”) 

44 

SubscriberStatus 

Email subscriber status 

No 

Max 50 chars (deprecated) 

45 

DealerTypes 

Dealer type classifications 

No 

Max 100 chars 

46 

SMSOptIn 

SMS consent status 

No 

“YES”, “NO” 

47 

Program 

Lead sharing program identifier 

No 

Max 64 chars 

48 

DeliveryOption 

Delivery method preference 

No 

Max 64 chars 

49 

Referrer 

Referring URL or source 

No 

Max 2048 chars 

50

LangCode

Prospect's preferred language

No 

Language codes are ISO 639-1 ("en", “fr”, “es”, etc.)

Custom Fields

Custom fields must: - Be positioned after all required and optional fields - Have names prefixed with X__ or x__ - The prefix is removed when stored (e.g., X__CustomField becomes CustomField) - Empty custom field values are ignored.

Validation Rules

Postal Code Validation

  • Must be 5 digits (US ZIP)
  • Must be 9 digits (US ZIP+4)
  • Must be 6 digits (Canadian postal code)
  • No spaces or formatting characters allowed

Opt-In Date Validation

  • Must be in YYYYMMDD format
  • Example: 20240315 for March 15, 2024

Boolean Field Values

Fields like OptIn, SendAutoresponder, SendNurture, SMSOptIn accept: - “YES” / “NO” - “TRUE” / “FALSE” - “1” / “0” - Case insensitive

Required Field Logic

  • SendNurture defaults to YES unless explicitly set to “NO”
  • CountryCode must be exactly 2 characters
  • LastName is required for all leads
  • LeadSourceName, LeadTypeName, LeadCategoryName must exist in Aimbase

File Format Requirements

  1. Header Row: First row must contain field names exactly as specified
  2. Encoding: UTF-8 recommended
  3. Delimiter: Comma-separated values (CSV)

Example Header Row

"LeadSourceName","LeadTypeName","LeadCategoryName","LeadCampaignName","Brands","EventName","LeadDate","FirstName","LastName","Address1","Address2","City","State","PostalCode","Zip4","CompanyName","CompanyTitle","County","Country","HomePhone","WorkPhone","MobilePhone","Fax","Email","CountryCode","DealerIds","DealerNumber","DealerLocation","ProductIds","ProductCode","ProductModelYear","SessionData","TriggeredSend","OptInListIds","EmailRefused","Comment","SendLead","LeadApiIdentifier","OptIn","OptInDate","OptInIp","OptInSource","SendAutoresponder","SendNurture","SubscriberStatus","DealerTypes","SMSOptIn","LangCode","Program","X__CustomField1","X__CustomField2"

Error Handling

The parser will reject files with: - Incorrect number of required fields - Invalid postal code formats - Invalid opt-in date formats - Custom fields without proper X__ prefix - Missing required field values