Before you start
- One row per lead.
- A phone number or an email on every row, so duplicates can be found.
- Keep the column headings from the template.
Steps
- Open Leads and choose Import.
- Download the lead import template (CSV).
- Paste your data under the headings and save as CSV, XLSX or XLS.
- Upload the file and read the preview.
- Confirm the import.
Duplicates
Phone numbers and emails are tidied before they are compared, so a number typed with spaces still matches. A row that matches an existing lead can update that lead instead of creating a second one. Two leads that turn out to be the same person can be merged later from the lead page.
Products on a lead
A lead can be interested in more than one product, and an import row can list several.
After the import
Assign the new leads to employees or a team, in bulk if you like, so they appear in each person's list and in the mobile app.
Questions
- Which file types are accepted?
- CSV, XLSX and XLS.
- Can I export leads too?
- Yes. Leads can be exported from the lead list by people with permission.
- Will importing twice create duplicates?
- Rows are matched to existing leads by phone and email, so the same sheet uploaded again does not double your list.
Still stuck? Email [email protected] with your workspace ID, or look up a term in the glossary.