Skip to content

Import Leads

The Import Leads feature allows you to upload multiple leads at once using a CSV file. This is useful for migrating data, importing leads from other tools, or bulk-adding prospects into your system.

Overview

Instead of creating leads one by one, you can:

  • Upload a CSV file
  • Map fields to the system
  • Import all leads in bulk

Once imported, leads will automatically appear in the Leads module.

To access the import feature:

  1. Go to Leads
  2. Click the + (Plus icon) next to the Create Lead button
  3. Select Import
  4. You will be redirected to:
    Settings → Data Management

Download Sample CSV

Before uploading your file:

  1. Go to Import
  2. Select Exports
  3. Download the Sample CSV

This file contains the correct format and field structure required for successful import.

Prepare Your CSV File

The importer's columns are:

  • First Name (required)
  • Last Name
  • Email
  • Phone
  • Mobile Phone
  • Job Title
  • Preferred Contact Method
  • Lead Type
  • Next Follow-up Date
  • Website
  • Company
  • Address
  • Country
  • State
  • Zip Code
  • Description
  • Value

Optional deal columns — fill these in and the import also creates a matching deal in your sales pipeline for that lead, placed on the stage named in Stage Title:

  • Deal Name
  • Deal Amount
  • Currency
  • Deal Assignee Email
  • Deal Description
  • Deal Status
  • Stage Title

Leave the deal columns blank to import leads without creating any deals.

Upload CSV File

  1. In the Import section:
    • Drag and drop your CSV file into the upload area
      or
    • Click to browse and select your file
  2. Once selected, the system will process the file for mapping

Field Mapping

After uploading:

  • Match each CSV column to the corresponding system field
  • Ensure all required fields are correctly mapped
  • Your file is converted to UTF-8 automatically, so unusual characters from other encodings won't turn into garbled text

Example:

  • CSV “email” → System “Email”
  • CSV “first_name” → System “First Name”

Mapping Custom Fields

Any custom fields already set up on your Leads module appear as extra rows in the same mapping table, each with its own Skip-or-column dropdown. If a CSV column doesn't match anything, you don't have to leave it out — click Create a custom field right there in the mapping screen to define one on the spot, then map the column to it.

Name and Email Fallback Rules

  • If a row has no name but does have an email, the part before the @ is used as the first name
  • If a row has no valid email, the lead still imports — you'll get a warning after the import finishes for any rows worth a closer look

Start Import

  1. Click the Import button
  2. The system will begin processing your data

System Notification

After starting the import, you will see:

  • Notification Message:
    • “Import started. Records will appear in the system shortly.”
  • A notification bar may also display:
    • “Import started, records will appear shortly”

Import Processing

  • The import runs in the background
  • Processing time depends on file size
  • You can continue using the system during import

Completion

Once the import is complete:

  • All valid records will be added to the Leads module
  • You can view them in the Leads list
  • Imported leads will follow standard system behavior:
    • Editable
    • Assignable
    • Convertible to deals

Best Practices

  • Always use the Sample CSV format
  • Ensure emails are valid and unique
  • Avoid duplicate entries
  • Map fields carefully before importing
  • Start with a small test file if importing large datasets

Troubleshooting

Issue: Data not appearing

  • Wait a few moments for background processing
  • Refresh the Leads page

Issue: Incorrect data mapping

  • Re-import with correct field mapping

Issue: Missing fields

  • Ensure required fields are included in CSV