📥 Import Leads from CSV
Upload CSV File
📋 Excel Format Guide
Your Excel/CSV must have a header row as the first row. Column names can be in any case. Supported columns:
| Column Name | Example | Required? |
|---|---|---|
Name | Rahul Sharma | ✅ Yes |
Phone | 9876543210 | Recommended |
Email address | rahul@email.com | Optional |
Source | Paid | Optional |
Form | Contact Form | Optional |
Channel | Optional | |
Stage | Intake | Optional |
Owner | John | Optional |
Feedback | Interested | Optional |
Created | 04/28/2026 1:35pm | Optional |
💡 Tips
✅ Your current Excel file format is already compatible
✅ Save as CSV (comma separated) from Excel
✅ Extra columns are safely ignored
✅ Duplicate imports will add new rows
✅ Stage column can be name (e.g. "Intake") or ID number
✅ Date formats: MM/DD/YYYY, DD-MM-YYYY, YYYY-MM-DD all work
✅ Save as CSV (comma separated) from Excel
✅ Extra columns are safely ignored
✅ Duplicate imports will add new rows
✅ Stage column can be name (e.g. "Intake") or ID number
✅ Date formats: MM/DD/YYYY, DD-MM-YYYY, YYYY-MM-DD all work