Leads Analysis, an optional function available with Trillium Quality for Dynamics, analyzes and imports qualified lead records into Dynamics. You provide a leads file and Trillium Quality for Dynamics will cleanse and match records, and identify new, potential, and duplicate leads. Based on the results displayed in the TSI Web Server Administration, you can import new lead records directly into Dynamics 365.
See the Trillium Quality for Dynamics User’s Guide for information on how to analyze and import lead records using Leads Analysis.
Leads Analysis can only be used with comma delimited spreadsheets (.csv). Note the following:
It must be a standard CSV file from Microsoft Excel (see: https://commons.apache.org/proper/commons-csv/).
The CSV format only supports one tab.
The first row must contain the input field names from the Trillium CRM project (trillium_busname, trillium_firstname, and so on).