How to Import Leads?

This article explains how to import data into LeadLoft and provides tips for the best results.

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

Steps to Import

  1. Go to Settings > Import Data

  2. Upload a CSV File

  3. Map Fields

  4. 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.

Required Fields

In order to import data, you need ONE of the below contact fields.

  • First Name

  • Last Name

  • Email Address

  • Phone Number

For Better 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.

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