Importing leads

Import up to 10,000 leads at a time on the Leads page or an agent's Data tab.

Formats

• CSV, TSV or semicolon-separated text
• Excel (.xlsx)
• Contacts (.vcf)
• JSON
• A list pasted straight from a spreadsheet

Steps

1. 1
   Choose the agent, then drop in a file or paste the list.
2. 2
   Check the columns. They're matched automatically by heading (first and last name, mobile, email, business, notes…), and you can change any, including into the agent's Data columns.
3. 3
   Pick the consent that applies to the whole list, and what to do with people already in your leads: update them or leave them alone.
4. 4
   Check the preview, which shows which rows have a number that can be called, then import.

What gets skipped

• Rows without a valid phone number.
• Anyone on your company's do-not-call list.
• The same person twice in one file is merged into one lead.