|Testing Data Sources
|May 1, 2023
This article was developed to describe the steps you can take to test data sources within the CRM.
It is possible to test a lead source posted through a data source to verify the data source URL is functioning properly. You can test this feature without involving the webform or marketing company/lead vendor. This capability may also be used to troubleshoot if you are having a problem with the post in the CRM or if the issue is on the lead poster’s end.
In the example above, take the entire post URL and supplement it by adding the fields shown in the Import Fields section of your data source (displayed below).
The POST URL at the top of the page; after the final ‘/’ add the fields (as listed on the left side) in the following format
For our example above we created what the POST URL will look like when importing a lead with the following information inputted for each field.
FirstName = Test
LastName = Testing
Phone = 555-555-5555
State = IL
Below is how the URL will look for testing.
Next, put this entire URL into your browser address bar and proceed as if you were visiting a webpage (Pictured Below).
Once you press enter/load the page, you should receive a small response in the browser window simply stating “Success:” and the new contacts ID number. You can then locate the contact using the ID number in the search window on the Contacts Tab (this is the customer ID).
Article Version History:
|Updated title, subject matter updates performed
|Added header and Version Control footer; Edited screenshots for better readability; No subject matter updates.
|Updated screenshot and sample language with references to outdated URL;