Import Wizard

Choose what you are importing

Each record type has its own set of required fields.

Record type

Assign records to

Upload your file

CSV, XLS or XLSX up to 20 MB.

Drag & drop your file here

or browse from your computer

File options

Delimiter

Encoding

Date format

First row contains column names

Trim leading & trailing spaces

Match your columns to CRM fields

Fields marked * are required. Columns set to Do not import are ignored.

Column in file	Sample value	Maps to	CRM field

Review before importing

128 rows were read from your file.

121

Rows ready to import

5

Rows with warnings

2

Rows with errors

9

Possible duplicates

How should duplicates be handled?

Skip duplicates

Keep the existing record untouched and ignore the incoming row.

Update existing

Overwrite mapped fields on the matching record with the new values.

Create anyway

Import as a new record even when a match is found.

Match duplicates on

Skip rows with errors and continue

Rows that need attention

Row	Column	Value	Issue	Severity

Import complete

121 of 128 rows were imported into Leads.

112

Created

9

Updated

5

Skipped

2

Failed

View imported leads Download error log

Notifications