Import and Export Leads

Bring leads in from a spreadsheet, and download your leads to one.

Overview

This guide covers the template, the import rules and the export.

Who Can Access

Team members need Import Leads to import and Export Leads to export.

Import Leads

1. Download the template

   On the Leads page, click Template. The columns are email, first_name, last_name, phone, company_name, message, status, internal_notes, follow_up_at and follow_up_note.

   

2. Fill it in

   Keep the column names as they are; a file with other columns is refused. A status of won becomes new, because a lead becomes Won only when you convert it.

3. Import

   Click Import and choose the file. Imported leads show the source Import.

What Is Skipped

• Rows with an email that already has a lead.
• Everything after your monthly lead allowance is used up; the message says at which row the import stopped.

Imported leads don’t get the confirmation email or a chat link by email. Copy their link from the Conversation tab if you want to chat.

Export Leads

Click Export to download your leads, up to 5,000. Filters and tabs don’t change what is exported.

Frequently Asked Questions