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Leads Exporter

Why might I need this plugin?

 

 
(click any image to view full size)

First, some background on Leads in QuickBooks.

The Lead Center debuted in QB 2012, as a way to store information for potential customers without mixing them with your actual customer list, and potentially running into QB's limits on number of customers.

A Lead can easily be converted to a Customer, which transfers most of the information from a single Lead record into a new Customer record.

Each Lead can include:

  • A list of Contacts, which includes their name, title, and 5 fields of contact information (Phone, Fax, Email, Skype ID, etc.).
  • A list of Location addresses. (not transferred during conversion to customer)
  • A list of Notes.
  • A list of ToDos.

What it amounts to is a very basic way to manage leads in QB, but certainly not as sophisticated as a proper CRM application.

 

 

Now, the problem.

So, what to do if you would like to send mail or emails (or ?) using the contact information in the Additional Contacts or Locations.

As of QB 2016, the Leads Center only provides the means to export a subset of the Lead information.

The images on the right show the built-in export options and the "Lead Contact List" option in Excel after export.

Only the Main phone and email; the first Location address; and the Primary Contact phone, mobile, and email are included in the export. Additional Contacts and Locations associated with a Lead record are not included in the built-in export.

The QB SDK has the framework to allow access to the Leads data, but as of QB 2016, it has still not yet been implemented by Intuit.

 

Solution.

The only way, at present, to get at this data without the tedious process of cut&paste by hand, is by user-interface automation such as with Qxtender's QB App Control (QBAC) data mode.

With Qxtender in QBAC data mode, the Leads Exporter Plugin (shown at right) will send keyboard commands to QB. It will open the Leads Center and iterate through each Lead, opening associated dialogs and copying data from UI. It will create a separate row in the output file for the Lead's MAIN contact and location, plus additional rows for each ADDITIONAL LOCATION and ADDITIONAL CONTACT. These types are identified by a column named RECTYPE.

All data for each Lead is retrieved, with the following exceptions:

TO DO's and NOTES are not retrieved. The Lead STATUS (Hot, Warm, Cold) and IS_PRIMARY_CONTACT (True or False) values cannot be read in QBAC data mode

 

The result of using this plugin is a standard comma-separated (CSV) or tab-delimited (TXT) file that can be opened in Excel for further manipulation or imported into any 3rd party mailing application.

Not only does this include all additional Locations and Contacts, 23 fields of data are exported (in comparison to 9 fields in the built-in export from QB).

 

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