Import

Overview

The Import feature allows you to bulk import leads from a CSV file. This is useful when migrating from another system or uploading leads from marketing campaigns.

Import Process

The import follows a step-by-step wizard:

┌──────────────┐   ┌──────────────┐   ┌──────────┐   ┌─────────────┐
│  1. Download │──>│  2. Prepare  │──>│ 3. Upload│──>│  4. Map     │
│   Template   │   │    Data      │   │   File   │   │   Columns   │
└──────────────┘   └──────────────┘   └──────────┘   └──────┬──────┘
                                                            │
                   ┌──────────────┐   ┌──────────────┐      │
                   │  6. Import   │<──│  5. Preview  │<─────┘
                   │   & Review   │   │  & Validate  │
                   └──────────────┘   └──────────────┘

Step 1: Download Template

1. Go to Import page
2. Click "Download Template"
3. Open the CSV file in Excel or Google Sheets

Step 2: Prepare Your Data

Fill in the template with your lead data:

Required Fields:

• Name (first name or full name)
• Email address

Optional Fields:

• Phone number
• Country
• Company
• Notes
• Source
• Priority
• Custom fields

Important Tips:

• Don't change column headers
• One lead per row
• Use consistent formatting
• Check for duplicates before importing

Step 3: Upload File

1. Click "Upload CSV" or drag and drop
2. Select your prepared file
3. Wait for file processing

Step 4: Map Columns

Match your CSV columns to system fields:

1. Review auto-detected mappings
2. Adjust any incorrect mappings
3. Skip columns you don't need
4. Confirm mappings

Step 5: Preview & Validate

Before importing, review:

• Total records found
• Valid records
• Records with errors
• Duplicate detection

Fix any issues:

• Missing required fields
• Invalid email formats
• Duplicate entries

Step 6: Import Settings

Configure import options:

• Pipeline - Which pipeline to add leads to
• Stage - Initial stage for leads
• Assignment - Assign to staff or leave unassigned
• Source - Default source if not in CSV
• Tags - Add tags to imported leads

Step 7: Confirm Import

1. Review final settings
2. Click "Start Import"
3. Wait for completion
4. Review import summary

Import Summary

After import, you'll see:

• Successfully imported count
• Failed records (with reasons)
• Duplicate skipped count
• Download error report option

Handling Duplicates

The system detects duplicates by email address:

• Skip - Don't import duplicates
• Update - Update existing lead with new data
• Create anyway - Create duplicate entry

File Requirements

Supported formats:

• CSV (Comma Separated Values)
• Maximum file size: 10MB
• Maximum rows: 10,000 per import

Encoding:

• UTF-8 recommended
• Handle special characters properly

Common Issues

Import Fails

• Check file format (must be CSV)
• Ensure file isn't too large
• Verify no corrupted data

Missing Data

• Required fields must have values
• Check column mapping
• Verify data is in correct columns

Wrong Characters

• Save file as UTF-8
• Remove special characters if issues persist

Duplicates Not Detected

• Email must match exactly
• Check for extra spaces
• Verify email column mapping

Best Practices

1. Test first - Import a small batch first
2. Clean data - Remove duplicates before upload
3. Use template - Start with our template
4. Set source - Track import source for reporting
5. Review errors - Fix and re-import failed records
6. Verify results - Check imported leads in the system

Next Steps

• Leads - View and manage your imported leads
• Pipeline - See imported leads on the Kanban board
• Settings - Configure pipelines and sources for imports