Script to bulk update leads from CSV

[philfreo]

We need a script that takes a CSV file with some or all of these columns:

• lead_id
• company
• description
• url
• status
• contact1_name
• contact1_title
• contact1_phone1
• contact1_email1
• contact1_url1
• custom.foo bar ("foo bar" can be any valid custom field that already exists)

The basic idea is that the script should help you bulk edit leads in Close.io and bulk-add contacts to existing leads. For lead-specific fields (description, url, status, custom fields) it will update the lead and it will always add contacts to the leads.

• Have a --confirmed flag and the script should be read-only for testing until this is set. See https://github.com/elasticsales/closeio-api/blob/master/scripts/move_custom_field_to_contact_info.py for an example but feel free to improve it
• Make sure the script is well documented with command line instructions. Assume the user isn't sure how it works :)
• Assume that the user running the script will make a mistake with the headers so put in some nice checks to warn them if the script has unrecognized headers and make them correct it before continuing.
• Use the custom fields endpoint to make sure that any custom fields listed are valid
• Per row there can be up to 9 contacts (e.g. contact9_name) and each contact can have up to 9 phone numbers (e.g. contact5_phone3), emails, and urls.
• Require that either lead_id or company name must be there
• Some rows may not have all the fields filled out. Some rows may be trying to add 3 contacts some rows may be trying to add 1 contact.
• Loop through each CSV row:
  • Lookup to find an existing lead to edit. IF lead_id is a column in the CSV then only edit based on the lead_id.
  • If lead_id doesn't exist then for each row look up the lead to update based on the 'company' field. Use the ?query param with a "company:" prefix to do this. If you find multiple leads you should print a warning about this but if its in confirmed mode (see below) then just pick the first lead.
  • By default you'll create new leads if you don't find a lead from the lead_id or company name lookup. But have a --disable-create option to turn this off.
• Have a nice printout of which rows were rejected due to 400 errors / bad data / validation errors. The user can fix those rows and then re-run if they want.

@congocongo Can you work on this asap? If your trial account is expired just shoot an email to support@close.io asking for us to extend it b/c you're working on this script. Let me know if anything needs any clarification :)

[congocongo]

yes, I accepted.

[philfreo]

Hey @congocongo Let's add a few new fields -- this time to create Opportunities if the fields are present

opportunity1_note opportunity1_value -- in cents opportunity1_value_period -- will have a value like one_time or monthly opportunity1_confidence opportunity1_status

where "1" could be 1-9 to create multiple

[philfreo]

ANNNND another one. This time to POST notes to a lead.

note1

where "1" could be 1-9 to create multiple