Dashboard / Mass Upload
Mass Upload
Match the sample columns, then upload a CSV or Excel sheet. A progress window opens while the file is checked.
Sample sheet
Use these column names in the first row. Name, Email, and Phone are required. Source is optional.
| Name | Phone | Source | |
|---|---|---|---|
| Maya Brooks | maya.brooks@example.com | +1 503 555 0177 | Website |
| Luis Romero | luis.romero@example.com | +34 612 345 678 | Referral |
| Chloe Martin | chloe.martin@example.com | +33 6 12 34 56 78 | Google Ads |
| Kenji Sato | kenji.sato@example.com | +81 90 1234 5678 | Manual |
| Amira Hassan | amira.hassan@example.com | +20 10 1234 5678 |
Upload leads
CSV rows that pass validation are added to Leads for this browser session.
- Put the column names in the first row.
- Include a country code on every phone number.
- Keep one lead on each row.