Bulk Upload Leads

Import Leads from CSV

Upload a CSV file to import multiple leads at once

Drag and drop your CSV file here, or

CSV format: Company, First Name, Last Name, Email, Phone, WhatsApp Number, Lead Status

Export Leads to CSV

Download all leads as a CSV file

Download Sample CSV

Get a template CSV file with the correct format

Use this template as a reference for the correct CSV format

CSV Format Guide

Your CSV file should have the following columns (column names are case-insensitive and can include spaces):

First Name (required) - Also accepts: firstName, firstname, first_name
Last Name (required) - Also accepts: lastName, lastname, last_name
Email (required, unique)
Phone (required, unique)
WhatsApp Number (optional) - Also accepts: WhatsAppNumber, whatsapp_number, WhatsApp
Company (optional)
Lead Status (optional, default: "New") - Also accepts: LeadStatus, status, lead_status
Last Activity Time (optional) - Also accepts: LastActivityDateTime, LastActivityTime, last_activity_time
Created By (optional) - Also accepts: CreatedBy, created_by
Modified By (optional) - Also accepts: ModifiedBy, modified_by
Created Time (optional) - Also accepts: CreatedTime, created_time, createdAt
Modified Time (optional) - Also accepts: ModifiedTime, modified_time, updatedAt

Note: The system automatically normalizes column names, so you can use different formats (with/without spaces, camelCase, etc.)

Minimal required format:

First Name,Last Name,Email,Phone
John,Doe,john.doe@example.com,9876543210
Jane,Smith,jane.smith@example.com,9876543211

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