Import a spreadsheet of leads

Leads you already have — in an old system, in a spreadsheet a manager keeps — move across in one go. The only part that needs your attention is telling the app which column is which.

Steps

1. 1

   Open the add menu

   On your leads list, tap the blue add button at the bottom of the screen.

   Show me
2. 2

   Choose Bulk Import Leads

   Pick Bulk Import Leads from the menu.

   Show me
3. 3

   Say what is in the file

   Under Import Type, pick Personal Leads for people or Business Leads for companies. The two need different columns, so get this right before you pick the file.

   Show me
4. 4

   Choose the file

   Tap Select XLSX / CSV File and pick it. The screen fills with the file name, the first rows of it, and one row for every column it found.

   Show me
5. 5

   Tell it which column is which

   Under Map Columns to Lead Properties, set each of your columns to the lead property it holds — your name column to firstName, your phone column to phoneNumber, and so on. Any column you leave alone is not imported.

   Show me
6. 6

   Import

   Tap Import Leads. A line at the bottom tells you how many arrived, how many were duplicates, and how many rows were skipped.

   Show me

Good to know