Leads & CRM
Lead CSV import
3-step CSV import.
4 min readleads, import, csvUpdated 2026-05-25 · v2
Open in your workspace
Goes to /leads/import
Why use this
Open Lead CSV import when you have a spreadsheet of leads to bring in and need a clean three-step flow instead of one-by-one entry.
Benefits:
- Bring in a full lead list without manual entry
- Map columns in three steps, not by trial and error
- Catch duplicates and bad rows before they land
- Skip the engineering loop on a one-time import
What this is
Lead CSV import is a 3-step wizard: upload, map columns (auto-mapped where possible), preview and confirm.
Who can access it
Owner, admin, member, agency, founder.
What it does
- Parse CSV.
- Auto-map columns.
- Validate before insert.
How to use it
- Open /leads/import.
- Upload CSV.
- Confirm mapping.
- Import.
Rules and limits
- Large imports run in /queue.