Ready to supercharge your event data? Here’s everything you need to batch upload leads – we’ve made it simple and clear. Let’s turn that spreadsheet into a lead-generating machine!
Grab Your Template and Get Started
Copy the template here: Bulk Data Template
warning Heads up!
Watch out for the file name, red columns (mandatory), and green columns (optional). And please don’t change the column names – they’re our secret sauce for smooth processing.
Standard Column Format
| Column | Format / Example |
|---|---|
| timestamp | ISO 8601 date-time: 2025-02-04 07:37:16 |
| branch | Only KYZN BSD or KYZN Kuningan |
| name | Letters only, capitalised first letter. Example: Bahrul Bangsawan |
| phone | Start with 628, not 8. Example: 6282129505610 |
| source | Tracking framework standard. Example: paid_event |
| sremarks | Event ID for paid_event, free_event, booth_event, inhouse_event; adset ID for meta_ads. Example: 220240115-1705303680--open-booth-dekhad |
| medium | Tracking framework standard. Example: event_form |
| mremarks | Tracking framework standard. Example: wa |
| contact_owner | The PIC who gets the lead. Example: Siska |
| interest | Standard interest category. Example: Membership Kids |
| interest_remarks | Standard interest remarks. Example: Academy Pass 12 Months |
| Column | Format / Example |
|---|---|
| Must be clear and contactable. Example: hello@kyzn.life | |
| dob | ISO 8601: 1999-12-26 |
| content | Info about content or material the customer saw. Example: https://www.instagram.com/p/DFmuV7UpLYp/ |
| pic | The assigned person contacting the customer. Example: Desra |
| gender | Male or Female – English only, capitalised. |
Event Terminology
Definitions
- paid_event – Paid events (ticketing/venue rental) that generate revenue. Examples: Birthday Party, Competition, Gathering, Paid Open Class. Category: Activation
- free_event – Free events with barter value or partnerships. Example: Free Open Class. Category: Activation
- booth_event – Events with booths in malls/public areas to reach a wider audience. Category: Acquisition activities
- inhouse_event – Internal KYZN events to attract leads or meet member needs.
Categories (Event Type – Source – Examples)
- B2B – Free Event:
free_event– Anniversary, Gathering, Seminar, Talk Show, Town Hall, Competition, Sports Non-Competition - B2B – Paid Event:
paid_event– Anniversary, Gathering, Seminar, Talk Show, Town Hall, Competition, Sports Non-Competition - B2C – Free Event:
free_event– Birthday Party - B2C – Paid Event:
paid_event– Birthday Party - Internal – Free Event:
free_event– [custom] - Internal – Paid Event:
paid_event– [custom] - Internal – Booth Event:
booth_event– [custom] - Internal – Inhouse Event:
inhouse_event– Open House, Holiday Camp, Grading Week, Competition, Celebration Day, Season Event, Anniversary
Cleaning Data: Step by Step
- Format the timestamp column
Use ISO 8601 format: YYYY-MM-DD hh:mm:ss. Select column B → Click More Format (the 123 icon) → Choose date-time format YYYY-MM-DD hh:mm:ss. Done! - Clean the phone column
Make sure every number starts with 628, not 8. Use Rubot → Data Processing → Cleaning Phone Numbers. - Clean the name column
Use Rubot → Data Processing → Cleaning Text. - Adjust source, sremarks, medium, mremarks
If the event hasn’t been created in Event Manager (budget.kyzn.life), create it first to get the sremarks from the event ID. How? Go to Event Manager → Click event detail → Click Copy. Then fill in: source (e.g., free_event), sremarks (copied ID), medium (e.g., bulk_data), mremarks (e.g., form). - Adjust pic, contact_owner, interest, interest_remarks
Fill in pic (contacting person), contact_owner (PIC who got the lead), interest (standard category), interest_remarks (standard remarks). - Remove duplicates
Click Data menu → Data clean-up → Remove Duplicate. Check only column E (phone column) → Click Remove Duplicate.
Process Overview
flowchart TD
A[Grab Template] --> B[Fill Columns]
B --> C[Clean Timestamp]
B --> D[Clean Phone & Name]
B --> E[Adjust Event References]
B --> F[Set PIC & Interest]
F --> G[Remove Duplicates]
G --> H[Clean Data Ready]
You’re all set! Your bulk event data is now clean and ready to roll. Supercharge those leads!