CompuSystems

This page contains instructions for importing sales lead data from the CompuLEAD Data Recorder into your third-party software. We provide data import instructions for a variety of software packages, including the following:

2010:

UPPERCASE Conversion 2010 (pdf)

2007:

UPPERCASE Conversion 2007 (pdf)

Microsoft Access 2007 (pdf)

Microsoft Access 2007 Labels (pdf)

Microsoft Excel 2007 Text Delimited (pdf)

Microsoft Excel 2007 CSV (pdf)

Microsoft Outlook 2007 (pdf)

Microsoft Word 2007: Label Format (pdf)

Microsoft Word 2007: Letter Format (pdf)

2003:

UPPERCASE Conversion 2003 (pdf)

Microsoft Access 2003 (pdf)

Microsoft Access 2003 Labels (pdf)

Microsoft Excel 2003 Text Delimited (pdf)

Microsoft Excel 2003 CSV (pdf)

Microsoft Outlook 2003 (pdf)

Microsoft Word 2003: Label Format (pdf)

Microsoft Word 2003: Letter Format (pdf)

Others:

ACT! (pdf)

Goldmine (pdf)

Lotus (pdf)

Microsoft Works (pdf)

TrafficMax: (pdf)

TrafficMax: Open File Format (pdf)

If you need assistance importing your sales lead data into your third-party software, please contact a Technical Support Specialist
at 708.786.5565.

LEADlink+ Sales Lead Management Software by CompuSystems, is a new, innovative, and creative way of capturing sales leads through a CompuLEAD data recorder into the PC. It offers general and custom options, the ability to add and/or edit information in the prospect's record and allows notes that are specific to the prospect to be typed into the record. This software is robust, easy to use and will help organize sales leads to make it easier to use the information during and after the show.

When ordering LEADlink+ prior to a show, a copy of the software will be mailed to the exhibitor's key contact for this show. Once the USB is plugged in, the option to customize the features is available. This will also be an opportunity to explore the software and become familiar with all of the options. Once onsite, the CompuLEAD Desktop II needs to be picked up and attached to the PC. Once attached, launch LEADlink+ and test the software using a badge. If there are any questions or comments, please contact a CompuLEAD service representative.

• Installation Instructions
• Quick Instructions
• Full Instructions
• Connecting CompuLEAD to a PC

If there are any technical support questions, please contact a Support Representative at 708.786.5565.

*LEADlink+! software needs to be installed on the PC that will be used at the show.

• Installation Instructions
• USB Virtual Serial Port (VSP) Driver Installation(.zip)
• USB Virtual Serial Port (VSP) Driver installation Instructions

If there are any technical support questions, please contact a Support Representative at 708.786.5565.

For CompuLEAD II Desktop users:

1. Reader ID
2. Booth Number
3. Show Name
4. Salesperson
5. First Name Prefix
6. First Name
7. Middle Initial
8. Last Name
9. Last Name Suffix
10. Title
11. Company 1
12. Company 2
13. Address 1
14. Address 2
15. Email Address
16. City
17. State, Province
18. Postal Code
19. Country
20. Phone
21. Fax
22. Badge Number
23. Date
24. Time
25. Definable Field 1*
26. Definable Field 2*
27. Definable Field 3*
28. Notes Field (max 256 characters)
29. ?Demographic Questions (dynamic multiple fields)**
30. ?? Qualifiers (dynamic multiple fields)***

• Important
• Fields 25, 26 and 27 are for CompuSystems use only
• ** # of Fields dependent on the number of Demographic Questions for the particular show
• *** # of Fields dependent on the number of Qualifiers for the particular Exhibitor

For CompuLEAD Mobile and Buyer Connect users:

1. Serial Number
2. Booth
3. Show Name
4. Salesperson
5. First Name Prefix
6. First Name
7. Middle Name
8. Last Name
9. Last Name Suffix
10. Title
11. Company 1
12. Company 2
13. Address 1
14. Address 2
15. Email
16. City
17. State
18. Zip
19. Country
20. Phone
21. Fax
22. Badge Number
23. Date
24. Time
25. Definable Field 1*
26. Definable Field 2*
27. Definable Field 3*
28. Notes Field (max 256 characters)
29. ? Demographic Questions (dynamic multiple fields)**
30. ?? Qualifiers (dynamic multiple fields)***

• Important
• * Fields 28 and 29 are for CompuSystems use only
• * * Field 30 is a series of three digit codes separated by a # sign. Please refer to the Visitor Profile Key.
• * * * Fields 32-130 contain our Standard Lead Qualifiers and/or your Custom Lead Qualifiers in their own fields.

Convert Tab Delimited to Excel (xls)

Below are instructions for converting your TrafficMax output file into Excel. You will receive your file via e-mail as a URL address.

Step One - Retrieve TrafficMax File:

• Click on the URL, your file will automatically open in your Internet browser.
• OR… put cursor over URL address, highlight text, copy it (either click Edit Menu/Copy or hit Ctrl C). Open your Internet browser, paste (either click Edit Menu/Paste or hit Ctrl V) URL address in Address window (make sure to copy all of URL address, including file extension).
• Once the file is open in browser, click File Menu, click Save As, change “Save as type” to Text File (.txt).
• Save file to your hard drive (you may change the file name). Remember what you named the file, it is important for Step Two - Import.

Step Two - Import Into Excel:

• Open Excel, click File Menu, open the .txt file you saved in Step One (make sure that “File of type” is listed as All Files - this will display all file types).
• The Text Import Wizard will open (3 Steps).
• Step One - verify DELIMITED is checked, click NEXT.
• Step Two - verify TAB is checked, click NEXT.
• Step Three - highlight the zip code column in the data preview (you will need to scroll over to the right, click anywhere in the zip code column), change “Column data format” to "Text”, click FINISH.
• Click File Menu, click Save As.
• Change “Save as type” to Microsoft Excel Workbook, click Save.

Optional Step - to expand columns to fit data (for viewing and/or printing)

• Hit Ctrl+A (this selects all the data in the spreadsheet).
• Click Format Menu, click Column, click AutoFit Selection.

If you need assistance importing your sales lead data into your third party software, please contact a technical support specialist at 708.786.5565.

Convert Comma Separated to Excel (xls)

Below are instructions for converting your TrafficMax output file into Excel. You will receive your file via email as an URL address.

Step One - Retrieve TrafficMax File:

• Click on the URL, your file will automatically open in your Internet browser.
• OR… cursor over URL address, highlight text, copy it (either click Edit Menu/Copy or hit Ctrl C). Open your Internet browser, paste (either click Edit Menu/Paste or hit Ctrl V) URL address in Address window (make sure to copy all of URL address including file extension).
• Once file is open in browser, click File Menu, click Save As, change "Save as type" to Text File (.txt).
• Save file to your hard drive (you may change the file name). Remember what you named the file, it is important for Step Two-Import.

Step Two - Import Into Excel:

• Open Excel, click File Menu, open the .txt file you saved in Step One (make sure that "File of type" is listed as All Files - this will display all file types).
• The Text Import Wizard will open (3 Steps).
• Step One - verify DELIMITED is checked, click NEXT.
• Step Two - uncheck TAB, check COMMA, click NEXT.
• Step Three - highlight the zip code column in the data preview (you will need to scroll over to the right, click anywhere in the zip code column), change "Column data format" to "Text", click FINISH.
• Click File Menu, click Save As.
• Change “Save as type” to Microsoft Excel Workbook, click Save.

Optional Step - to expand columns to fit data (for viewing and/or printing)

• Hit Ctrl+A (this selects all the data in the spreadsheet).
• Click Format Menu, click Column, click AutoFit Selection.

If you need assistance importing your sales lead data into your third party software, please contact a technical support specialist at 708.786.5565.