Import leads from Excel or CSV

If your leads live in a spreadsheet today, import them once so your whole team works from one list. Every import also creates a contact list, which you can use later for broadcasts.

Before you start

Save your file as Excel or CSV, with one lead per row and column names in the first row.
Every row needs a name and a phone number. These two columns are required.
Add the country code to phone numbers (for example +91) so WhatsApp messages reach the right person.
Your role needs access to Contacts to import.

Steps

Start the import. On the Leads page, click Import at the top right. You can also import from Contacts in the left menu.
Choose your file. Pick the Excel or CSV file from your computer.
Name the list. Give the import a clear name, such as the event or month the leads came from. The people in the file are saved as a contact list with this name.
Tick "Add to Leads page". Leave this ticked if you want your team to work these people as leads. Untick it if you only want a contact list for broadcasts.
Match your columns. salestrack matches columns it recognises for you. Check each one and fix any that are wrong. Name and Phone must be matched before you can continue.
Wait for the import to finish. A progress bar shows how far it has gone. When it is done, you see how many contacts were imported.

The Leads page with Import, Export and New lead buttons at the top right, and a lead row tagged Imported with Excel / CSV import as its lead source — The Import button sits at the top right of the Leads page. Imported leads carry an Imported tag and show the file name as their lead source.

After the import

Imported leads show an Imported tag under the phone number, and their lead source shows Excel / CSV import with the file name.
To work only the new leads, filter the Leads list by Lead source.
New leads are shared out by your lead assignment rules. Check the Unassigned tab for any that did not match a rule.

If something goes wrong

Fewer leads than rows. Some rows were duplicates and were merged, or had errors. Download the error file to see which.
I cannot continue past matching. Make sure one column is set to Name and one to Phone.
I do not see the Import button. Your role may not have access. Ask your owner or admin.

Need help with a large or messy file? Message us on WhatsApp at +91 80860 14345 or email harshad@dentobees.com.