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Import leads from Excel or CSV

From another CRM, an event list, or a spreadsheet.

  1. 1Open Leads and choose Import.
  2. 2Pick an Excel or CSV file. It needs a header row, and for each lead a name, an email or a phone number.
  3. 3Check the rows: problems are shown first, then those already in your leads.
  4. 4Choose whether to skip leads already here or fill in what they are missing, then import.

Column names can be in Arabic or English, in any order. Optional columns: company, job title, stage, temperature, value, owner (a teammate’s email), date added and notes.

Tip: Download the starter file from the import window to see the columns, or export your leads: an exported file imports as it is.

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