Importing Leads

You can bulk-import leads from a CSV file into your workspace. The importer maps CSV columns to lead fields and creates lead records in the background.

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Step 1 — Prepare Your CSV

Your CSV file must:

• Have a header row (column names in the first row)
• Use UTF-8 encoding
• Be comma-separated (not tab or semicolon)

Supported Columns

Map your CSV columns to these lead fields:

CSV Column Name (suggested)	Lead Field
first_name	First Name
last_name	Last Name
email	Email
phone	Phone
company	Company name (creates a company if it does not exist)
status	Status (new, contacted, qualified, converted, lost)
source	Lead source
lead_score	Score
deal_value	Deal Value
tags	Comma-separated tag names
notes	Notes (plain text)

Any column not recognized is ignored. Unmapped columns can be mapped manually during import.

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Step 2 — Start the Import

1. Go to Leads → Import Leads in the sidebar.
2. Click New Import.
3. Upload your CSV file.

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Step 3 — Map Columns

The importer shows a preview of your CSV and lets you map each column to a lead field:

1. For each CSV column, select the corresponding lead field from the dropdown.
2. Columns you want to skip: leave as "Do not import".
3. Review the sample row to confirm the mapping is correct.
4. Click Start Import.

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Step 4 — Monitor Progress

The import runs in the background (via the queue). A progress bar shows:

• Total rows
• Processed rows
• Successful imports
• Skipped rows (duplicates or invalid data)
• Errors

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Duplicate Handling

• If a lead with the same email already exists in your workspace, the row is skipped (not updated).
• Rows without an email are imported as new leads.

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Import History

All past imports are listed under Leads → Import Leads. Click any import to see its status and error details.

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Common Issues

Problem	Solution
"Invalid CSV format"	Ensure the file is UTF-8 comma-separated
Many rows skipped	Check for duplicate emails in your workspace
Fields not mapping	Check header row spelling; map manually on the mapping screen
Import stuck	Check that the cron job is running (Super Admin → System Health)

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Tips

• Always test with a small file (10-20 rows) before importing thousands of leads.
• Include status in your CSV to avoid all leads defaulting to "New".
• Use consistent source values so you can filter by source after import.