How to Import Leads

Steps to Import

1) Go to Settings > Import Data
2) Upload a CSV File
3) Select or Drag a File
4) Map Fields
5) Click "Start Import"

To import leads, you must have at least one of the following: email address, phone number, or full name. If one is missing, LeadLoft will skip that contact.

For The Best Results

✅ Add a Header Row
✅ Name Columns Correctly
✅ Remove Duplicate Columns
✅ Delete Generic Websites (i.e. gmail.com, yahoo.com, outlook.com, ymail.com, hotmail.com, aol.com, etc.)

Video Tutorial

Import Statistics

After you import your file, you’ll see it appear under ‘Past Imports’ along with 4 statistics:

Created: The number of rows from the file that resulted in a new contact being created. Note: If you're importing Lead information, it will be imported as well.
Updated: The number of rows from the file that resulted in a contact or leads being updated.
Skipped: The number of rows from the file that were skipped because the contact already existed. This occurs because you selected "Skip" in the deduplication settings during import.
Failed: The number of rows from the file failed to be imported. This can occur due to an incorrect format, bad data, or data that exceeds a fields character limit.

Updated on: 03/04/2023