Articles on: CRM

How to Import Leads

How to Import Leads

Import leads here.

If you already have data that you’d like to migrate over to LeadLoft, follow these steps:

Settings > Import Data > Upload a CSV file > Select the file you want to import > Map Fields > Match your fields to the corresponding

LeadLoft fields -> Start import*

To import leads, you must have at least one of the following: email address, phone number, or full name.

Import Statistics

After you import your file, you’ll see it appear under ‘Past Imports’ along with 4 statistics: Created, Updated, Skipped, and Failed.

Here’s an explanation of each statistic:
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: 10/01/2023

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