How to Import Leads?

You can import data from the import data tab within Settings found here.

Steps to Import

Go to Settings > Import Data
Upload a CSV File
Select or Drag a File
Map Fields
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
✅ Don't Import Generic Domains as "Websites" (i.e. gmail.com, yahoo.com, outlook.com, ymail.com, hotmail.com, aol.com, etc.)
✅ Make sure fields are mapped correctly

Video Tutorial

What do the import statistics mean?

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: 24/07/2023