Bulk Lead Import from CSV

• Step 1

  First, download the sample Excel format by clicking the Download Sample Format button.

• Step 2

  Once downloaded, remove the sample data and enter your new, clean lead data into the format.

• Step 3

  After preparing your file, click the Choose File option and select your CSV file.

• Step 4

  If you already have your own Excel sheet in CSV format, you can directly choose your CSV file using the Choose File option.

• Step 5

  Click the Import button to upload your file.

• Step 6

  A page will open showing your CSV file fields and CRM lead fields. Map the columns carefully — make sure Name, Email, and Mobile are mapped for sure.

• Step 7

  Once all fields are mapped, click the Process To Insert Lead button.

• Step 8

  Your leads will be imported into the CRM.