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5 min readIntermediateManagerAdmin

Importing leads from a file (Excel / CSV)

Upload a whole customer list at once — with column mapping and a review before saving.
Before you start
  • An Excel or CSV file
  • Each row: a name, ideally phone or email
Open in CloseUp

Steps

  1. 01

    Open import

    Control panel›Leads›Import leads

    Click the glowing Control panel orb → Leads → Import leads.

    Tip: Unsure of the format? Download sample file.
  2. 02

    Upload

    Step Upload — drag the file in or pick it.

  3. 03

    Map columns

    Step Map columns — tell the system which column is name, phone, email, etc.

  4. 04

    Review and import

    Step Review shows a preview and errors. Then Import.

    You should see: Leads appear in the system. Existing ones (by phone/email) are updated, not duplicated.
    Tip: On the same page you can select many leads and Assign to agent or Change status in bulk.

Questions

I'm a rep and don't see this.

Import is for managers and admins. Send them the file.