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Import leads from a file
When to use it
Use this guide when you need to import leads from a file.
Before you start
- Open Lead from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The leads in the approved file are submitted for import.
Lead actions change prospect details and follow-up history. Conversion creates the customer handoff and limits further lead edits or deletion.
Steps
- Open Sales → Lead → Import Leads.
- Download the lead import template and complete the file. Choose Browse Files.
- In Mapping, review the detected columns and required fields. Keep the template’s column names in the file; this screen does not rename the uploaded columns.
- Review Confirm Upload before confirming. Check the import progress and result.
Screenshot to add: Lead: import leads from a file. Capture filename: images/import-leads-from-a-file.png.
Restrictions
Use the template and preview to correct missing columns or invalid records before importing. An accepted upload may still be processing; wait for its result before retrying.
If something went wrong
Before confirming upload, correct invalid rows and required template headings in the file. The mapping preview does not rename the uploaded columns.
After an unclear upload, inspect progress and saved leads before importing again. For wrong saved leads, use Edit Lead; review eligible duplicates through Lead deletion. Give Sales the file and converted customer references if conversion already happened; do not re-import to reverse it.
Check the correction
Compare the saved lead names, contacts and owners with the intended file. Check import counts/errors and any duplicates before another upload.