Reply.io

Entity

• Select the entity object that you need to post to

• Select Apply Template or Setup Mapping

• Select Apply Template to add a default template.

• Select Setup Manually to select manually.

Source Sheet

• Choose the sheet that contains post records.

• Enter the Start at cell value 

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

• Select the Status column

• If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)

• Select the Result column

• If the result column is not there, simply click the + button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Mapping

• After selecting the entity it will ask for intelligent mapping 

• If you need to do intelligent mapping click on yes

• Intelligent mapping will map the matching fields automatically

• You can do manual mapping by selecting the Column drop-down

• You can delete the field by clicking on delete icon at top of each field map

• You can't delete mandatory* fields 

• Click on execute will ask for confirmation

• Click save to save the service

• It will show the number of records ready to post

• Click post now to post the records on Reply.io.

It will show the count of number of records posted successfully and failed to post.