📤 Upload List

Upload a list of leads, contacts and accounts , campaign audience lists into the CRM using a supported file format such as CSV or Excel.

To access it: ➡️ Go to Sales → Upload List from the left-hand menu.

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👤📤 Upload Leads

Upload individual lead records with name, email, job title, and more.

• Go to Sales → Upload List.

Choose Data

➕👤 Insert Lead

• Select Insert New Lead .
• Upload your Excel file (File should be in .csv format).
  • You can download the Sample File as a reference sheet.
• Click Next to proceed.

Insert Leads

• Map your CSV columns to fields. Only mapped fields will be imported.
• Click Next to proceed.

Field Mapping

• Review the import summary below before starting the import.
• Click Import to start the import process.

Import Summary

• After the import is complete, you will receive an import statistics page.
• You can review and download the import statistics report (Import, Duplicate, Rejected) for your records.
• Click on Import New List to import another list if needed.

Import Success

🔄👤 Update Existing Leads

• Select Update Existing Leads.
• Upload your Excel file (File should be in .csv format).
  • You can download the Sample File as a reference sheet.
• Click Next to proceed.

note

• Lead ID is mandatory for this process.

Update Existing Lead

• Map your CSV columns to fields. Only mapped fields will be imported.
• Click Next to proceed.

Field Mapping

• Review the import summary below before starting the import.
• Click Import to start the import process.

Import Summary

• Your Update existing lead has been completed.
• You can review and download the import statistics report (Update, Duplicate, Rejected) for your records.
• Click on Import New List to import another list if needed.

Import Success

🔄👤 Update and Insert Lead

• Select Update+Insert .
• Upload your Excel file (File should be in .csv format).
  • You can download the Sample File as a reference sheet.
• Click Next to proceed.

note

• Rows with Lead ID will update the leads.
• Empty Lead ID columns will add the leads as new.

Update and Insert Lead

• Map your CSV columns to fields. Only mapped fields will be imported.
• Click Next to proceed.

Field Mapping

• Review the import summary below before starting the import.
• Click Import to start the import process.

Import Summary

• Your Update + Insert import has been completed.
• You can review and download the import statistics report (Import, Duplicate, Rejected) for your records.
• Click on Import New List to import another list if needed.

Import Success

info

• The system will automatically map the columns based on the header names in your Excel file. You can manually adjust the mapping if needed.
• Make sure to map all required fields (e.g., First Name, Last Name, Email,Company Name) to avoid import errors.
• Make sure phone number fields are in the correct format (e.g., 678998090906) to avoid import errors.
• Minimun 7 characters and maximum 15 characters are allowed for phone number field.
• Empty phone number fields will be allowed during the import process as it is not a required field.

Click to see phone number field format requirements

• No Hyphens (-) or spaces in the phone number.
• No parentheses () in the phone number.
• No slashes (/) in the phone number.
• No letters or special characters in the phone number.

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👥📤 Upload Accounts And Contacts

Upload CRM contact-person & company relationship data.

• Go to Sales → Upload List.
• Select Account & Contact.
• Upload your Excel file (File should be in .csv format).
  • You can download the Sample File as a reference sheet.
• Click Next to proceed.

Choose Data

• Map your CSV columns to fields. Only mapped fields will be imported.
• Click Next to proceed.

Field Mapping

• Review the import summary, before starting the import.
• Click Import to start the import process.

Import Summary

• Your Accounts & Contacts import has been completed.
• You can review the import statistics report.
• Click on Import New List to import another list if needed.

Import Success

info

• The system will automatically map the columns based on the header names in your Excel file. You can manually adjust the mapping if needed.
• Required Account Fields:
  • Name
  • Email
• Required Contact Fields:
  • First Name
  • Last Name
  • Email

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🎯📤 Upload Campaign Audience List

Upload targeting list for marketing campaigns.

• Go to Sales → Upload List.
• Select Campaign Audience.
• Upload your Excel file (File should be in .csv format).
  • You can download the Sample File as a reference sheet.
• Click Next to proceed.

Choose Data

• Map your CSV columns to fields. Only mapped fields will be imported.
• Click Next to proceed.

Field Mapping

• Review the import summary, before starting the import.
• Give the Campaign List Name.
• Click Import to start the import process.

Import Summary

• After the import is complete, you will receive an import statistics page.
• You can review and download the import statistics report (Import, Duplicate, Rejected) for your records.
• Click on Import New List to import another list if needed.

Import Success

info

• The system will automatically map the columns based on the header names in your Excel file. You can manually adjust the mapping if needed.
• Make sure to map all required fields (e.g., First Name, Last Name, Email,Company Name) to avoid import errors.
• Phone number fields format follow the same rules as mentioned in the Leads section above.